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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1601
BTC Capital Management
Iowa
$269K +$18.5K +112 +6%
CG
1602
Carmignac Gestion
France
$268K -$44.8K -271 -12%
IFO
1603
Independent Family Office
New York
$268K – – –
BWA
1604
BDO Wealth Advisors
Florida
$267K -$7.76K -47 -2%
LAM
1605
LFS Asset Management
California
$266K +$316K +1,916 New
PTC
1606
Petrus Trust Company
Texas
$266K +$317K +1,918 New
ZB
1607
Zions Bancorporation
Utah
$265K +$81.1K +491 +35%
SDWMA
1608
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$116K -704 -27%
DGAM
1609
Desjardins Global Asset Management
Quebec, Canada
$264K -$30.4K -184 -9%
SWMP
1610
Signature Wealth Management Partners
New Jersey
$263K – – –
WCM
1611
Windsor Capital Management
Arizona
$263K +$165 +1 +0.1%
FIA
1612
Foundations Investment Advisors
Arizona
$263K +$118K +715 +60%
CIG
1613
Cairn Investment Group
Washington
$263K +$314K +1,900 New
TA
1614
Trellis Advisors
Washington
$261K +$2.48K +15 +0.8%
Members Trust
1615
Members Trust
Florida
$261K +$28.6K +173 +10%
VV
1616
Verity & Verity
South Carolina
$260K – – –
WTB
1617
Washington Trust Bank
Washington
$260K – – –
BLC
1618
Brown, Lisle/Cummings
Rhode Island
$260K – – –
AFP
1619
Ausdal Financial Partners
Iowa
$259K -$331K -2,002 -52%
RF
1620
Resolute Financial
Massachusetts
$259K – – –
WCM
1621
Washington Capital Management
Washington
$258K – – –
SWA
1622
Sax Wealth Advisors
New Jersey
$258K +$165 +1 +0.1%
AAS
1623
Annex Advisory Services
Wisconsin
$258K +$4.46K +27 +1%
TIA
1624
Traphagen Investment Advisors
New Jersey
$258K -$65.9K -399 -27%
RCG
1625
Regatta Capital Group
California
$257K -$128K -775 -29%