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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1501
Arax Advisory Partners
Colorado
$846K +$243K +847 +42%
JWBC
1502
John W. Bristol & Co
New York
$846K
LAI
1503
Legal Advantage Investments
California
$846K -$14.4K -50 -2%
BS
1504
Banco Santander
Spain
$841K -$19.4M -67,667 -96%
UBP
1505
Union Bancaire Privee
Switzerland
$835K +$798K +2,776 New
PWPS
1506
Pinnacle Wealth Planning Services
Ohio
$835K -$350K -1,218 -30%
CBT
1507
CoreFirst Bank & Trust
Kansas
$833K
HIMS
1508
Hager Investment Management Services
New Hampshire
$832K +$806K +2,805 New
YIM
1509
Yoffe Investment Management
Pennsylvania
$832K +$806K +2,804 New
NFSG
1510
Newbridge Financial Services Group
Florida
$832K +$805K +2,803 New
ME
1511
McIlrath & Eck
Washington
$832K
KA
1512
Kearns & Associates
California
$831K
PWP
1513
Pursue Wealth Partners
California
$831K
GWANC
1514
Guardian Wealth Advisors (North Carolina)
North Carolina
$830K +$12.1K +42 +2%
CCA
1515
Cadent Capital Advisors
Oklahoma
$828K +$6.03K +21 +0.8%
BIC
1516
Beach Investment Counsel
Pennsylvania
$824K -$1.17M -4,085 -60%
BHB
1517
Bank Hapoalim BM
Israel
$824K
ITIM
1518
Indiana Trust & Investment Management
Indiana
$820K -$23K -80 -3%
USB
1519
Union Savings Bank
Connecticut
$817K -$19.5K -68 -2%
KIM
1520
Kane Investment Management
California
$817K +$791K +2,753 New
BDA
1521
Borer Denton & Associates
Pennsylvania
$812K -$14.4K -50 -2%
TLCM
1522
Twin Lakes Capital Management
California
$811K -$52K -181 -6%
NP
1523
Nilsine Partners
Colorado
$810K +$38.5K +134 +5%
I
1524
InceptionR
California
$810K -$286K -994 -27%
MFA
1525
Millington Financial Advisors
Illinois
$809K -$48.8K -170 -6%