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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1526
Richwood Investment Advisors
Ohio
$1.11M +$51.5K +161 +5%
CTC
1527
Cetera Trust Company
Minnesota
$1.1M
FWM
1528
FFT Wealth Management
Pennsylvania
$1.1M +$640 +2 +0.1%
PP
1529
PDS Planning
Ohio
$1.1M +$62.4K +195 +6%
CWM
1530
Cornerstone Wealth Management
Missouri
$1.1M -$109K -339 -9%
HR
1531
Howe & Rusling
New York
$1.1M +$18.3K +57 +2%
PCM
1532
Palisade Capital Management
New Jersey
$1.09M +$33.3K +104 +3%
WA
1533
WBH Advisory
Maryland
$1.09M -$20.5K -64 -2%
GWM
1534
Geneos Wealth Management
Colorado
$1.09M -$13.1K -41 -1%
PTP
1535
Platform Technology Partners
New York
$1.08M -$174K -543 -15%
FSA
1536
Financial Sense Advisors
California
$1.08M +$1.02M +3,194 New
MFGM
1537
Marshall Financial Group (Maryland)
Maryland
$1.06M -$83.6K -261 -8%
QT
1538
Quantbot Technologies
New York
$1.06M +$1M +3,136 New
KIG
1539
Kennedy Investment Group
New Jersey
$1.06M +$633K +1,977 +171%
UAML
1540
US Asset Management LLC
Pennsylvania
$1.06M
TWM
1541
Tradition Wealth Management
Minnesota
$1.05M +$24K +75 +2%
CG
1542
CFO4Life Group
Texas
$1.05M +$5.44K +17 +0.5%
OAM
1543
Oak Asset Management
California
$1.05M -$97K -303 -9%
CA
1544
Claro Advisors
Massachusetts
$1.05M +$337K +1,052 +52%
PWA
1545
Provenance Wealth Advisors
Florida
$1.04M +$140K +436 +16%
AIM
1546
Advyzon Investment Management
Illinois
$1.04M +$88K +275 +10%
CYG
1547
Clean Yield Group
Vermont
$1.04M
BAM
1548
Byrne Asset Management
New Jersey
$1.04M -$62.4K -195 -6%
WCM
1549
Weaver Capital Management
Georgia
$1.04M
KJHP
1550
K.J. Harrison & Partners
Ontario, Canada
$1.04M -$298K -931 -23%