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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1526
Firestone Capital Management
Florida
$147K – – –
TFM
1527
TFC Financial Management
Massachusetts
$147K – – –
BWA
1528
Burt Wealth Advisors
Maryland
$145K – – –
TC
1529
Truvestments Capital
Florida
$144K +$43.5K +393 +49%
AF
1530
Allworth Financial
California
$143K +$111 +1 +0.1%
VNA
1531
Valley National Advisers
Pennsylvania
$140K – – –
TIM
1532
Tortoise Investment Management
New York
$140K +$27.7K +250 +28%
RCG
1533
Rock Creek Group
District of Columbia
$139K -$73.3K -662 -37%
CL
1534
COWA LLC
Oklahoma
$138K +$125K +1,129 New
IFAM
1535
Institutional & Family Asset Management
Colorado
$137K -$27.9K -252 -18%
MCM
1536
MV Capital Management
Maryland
$136K – – –
SAS
1537
Stelac Advisory Services
New York
$135K – – –
ZB
1538
Zions Bancorporation
Utah
$133K -$533K -4,817 -81%
NWA
1539
Navis Wealth Advisors
New York
$131K +$120K +1,084 New
AssetMark Inc
1540
AssetMark Inc
California
$129K +$9.86K +89 +9%
BDS
1541
Banco de Sabadell
Florida
$126K -$49.5K -447 -30%
MHR
1542
Matthew Hamilton Rosenberg
$125K – – –
KFI
1543
Key Financial Inc
Pennsylvania
$124K +$113K +1,023 New
GFPC
1544
Global Financial Private Client
Florida
$123K +$1.55K +14 +1%
CF
1545
Centaurus Financial
California
$122K -$21.6K -195 -16%
RFA
1546
Reilly Financial Advisors
California
$122K +$30K +271 +37%
LB
1547
Legacy Bridge
Iowa
$121K – – –
MAWCM
1548
Mine & Arao Wealth Creation & Management
California
$121K – – –
LGA
1549
Lebenthal Global Advisors
New York
$115K +$106K +959 New
PB
1550
Pinnacle Bancorp
Nebraska
$114K – – –