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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1526
CenterBook Partners
Connecticut
$1.14M -$1.34M -4,176 -55%
WT
1527
Washington Trust
Rhode Island
$1.14M -$187K -583 -15%
BIM
1528
Bullseye Investment Management
Ohio
$1.14M +$1.08M +3,373 New
BWA
1529
Basecamp Wealth Advisors
Washington
$1.14M +$961 +3 +0.1%
CFP
1530
Catalyst Financial Partners
Massachusetts
$1.14M +$98.9K +309 +10%
UBP
1531
Union Bancaire Privee
Switzerland
$1.13M -$15.4K -48 -1%
LS
1532
Livforsakringsbolaget Skandia
Sweden
$1.12M -$102K -320 -9%
QWP
1533
Quotient Wealth Partners
Texas
$1.12M +$82K +256 +8%
SAIG
1534
Semper Augustus Investments Group
Colorado
$1.12M -$40K -125 -4%
SBFM
1535
S-Bank Fund Management
Finland
$1.12M +$29.5K +92 +3%
EC
1536
EntryPoint Capital
New York
$1.12M +$291K +909 +38%
AFP
1537
Ausdal Financial Partners
Iowa
$1.11M -$50.3K -157 -5%
RIA
1538
Richwood Investment Advisors
Ohio
$1.11M +$51.5K +161 +5%
CTC
1539
Cetera Trust Company
Minnesota
$1.1M – – –
FWM
1540
FFT Wealth Management
Pennsylvania
$1.1M +$640 +2 +0.1%
PP
1541
PDS Planning
Ohio
$1.1M +$62.4K +195 +6%
CWM
1542
Cornerstone Wealth Management
Missouri
$1.1M -$109K -339 -9%
HR
1543
Howe & Rusling
New York
$1.1M +$18.3K +57 +2%
PCM
1544
Palisade Capital Management
New Jersey
$1.09M +$33.3K +104 +3%
WA
1545
WBH Advisory
Maryland
$1.09M -$20.5K -64 -2%
GWM
1546
Geneos Wealth Management
Colorado
$1.09M -$13.1K -41 -1%
PTP
1547
Platform Technology Partners
New York
$1.08M -$174K -543 -15%
FSA
1548
Financial Sense Advisors
California
$1.08M +$1.02M +3,194 New
MFGM
1549
Marshall Financial Group (Maryland)
Maryland
$1.06M -$83.6K -261 -8%
QT
1550
Quantbot Technologies
New York
$1.06M +$1M +3,136 New