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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1526
Allworth Financial
California
$143K +$111 +1 +0.1%
VNA
1527
Valley National Advisers
Pennsylvania
$140K
TIM
1528
Tortoise Investment Management
New York
$140K +$27.7K +250 +28%
RCG
1529
Rock Creek Group
District of Columbia
$139K -$73.3K -662 -37%
CL
1530
COWA LLC
Oklahoma
$138K +$125K +1,129 New
IFAM
1531
Institutional & Family Asset Management
Colorado
$137K -$27.9K -252 -18%
MCM
1532
MV Capital Management
Maryland
$136K
SAS
1533
Stelac Advisory Services
New York
$135K
ZB
1534
Zions Bancorporation
Utah
$133K -$533K -4,817 -81%
NWA
1535
Navis Wealth Advisors
New York
$131K +$120K +1,084 New
AssetMark Inc
1536
AssetMark Inc
California
$129K +$9.86K +89 +9%
BDS
1537
Banco de Sabadell
Florida
$126K -$49.5K -447 -30%
MHR
1538
Matthew Hamilton Rosenberg
$125K
KFI
1539
Key Financial Inc
Pennsylvania
$124K +$113K +1,023 New
GFPC
1540
Global Financial Private Client
Florida
$123K +$1.55K +14 +1%
CF
1541
Centaurus Financial
California
$122K -$21.6K -195 -16%
RFA
1542
Reilly Financial Advisors
California
$122K +$30K +271 +37%
LB
1543
Legacy Bridge
Iowa
$121K
MAWCM
1544
Mine & Arao Wealth Creation & Management
California
$121K
LGA
1545
Lebenthal Global Advisors
New York
$115K +$106K +959 New
PB
1546
Pinnacle Bancorp
Nebraska
$114K
PWMG
1547
Prestige Wealth Management Group
New Jersey
$111K -$4.76K -43 -4%
HFA
1548
HC Financial Advisors
California
$110K
PCA
1549
Providence Capital Advisors
North Carolina
$110K +$100K +906 New
AIC
1550
Archer Investment Corporation
Indiana
$109K