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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1601
Matthew Hamilton Rosenberg
$146K – – –
KFI
1602
Key Financial Inc
Pennsylvania
$145K – – –
APWA
1603
Atlas Private Wealth Advisors
New Jersey
$144K -$764K -5,780 -85%
CAC
1604
Certified Advisory Corp
Florida
$144K +$135K +1,020 New
CF
1605
Centaurus Financial
California
$143K +$264 +2 +0.2%
CAM
1606
Close Asset Management
United Kingdom
$142K -$42.1K -319 -24%
MAWCM
1607
Mine & Arao Wealth Creation & Management
California
$141K -$529 -4 -0.4%
LB
1608
Legacy Bridge
Iowa
$141K – – –
LC
1609
Lindbrook Capital
California
$138K +$45.1K +341 +54%
ZB
1610
Zions Bancorporation
Utah
$136K -$18.1K -137 -12%
AssetMark Inc
1611
AssetMark Inc
California
$130K -$20.1K -152 -14%
PWMG
1612
Prestige Wealth Management Group
New Jersey
$130K – – –
PCA
1613
Providence Capital Advisors
North Carolina
$128K – – –
AIC
1614
Archer Investment Corporation
Indiana
$127K – – –
JWA
1615
JFS Wealth Advisors
Pennsylvania
$126K -$44.3K -335 -27%
LWA
1616
Lenox Wealth Advisors
New York
$125K -$71K -537 -38%
AW
1617
Avion Wealth
Texas
$125K – – –
BA
1618
Bellwether Advisors
Nebraska
$124K -$2.94M -22,222 -96%
Jones Financial Companies
1619
Jones Financial Companies
Missouri
$124K -$97.5K -738 -46%
FFA
1620
Freedman Financial Associates
Massachusetts
$120K – – –
FMP
1621
Financial Management Professionals
Texas
$120K +$2.91K +22 +3%
AA
1622
Ancora Advisors
Ohio
$113K +$14.3K +108 +16%
FFC
1623
First Financial Corp
Indiana
$112K – – –
SCM
1624
Sirios Capital Management
Massachusetts
$111K – – –
MWM
1625
Mascoma Wealth Management
New Hampshire
$111K +$104K +785 New