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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1601
Annex Advisory Services
Wisconsin
$319K +$50.7K +314 +21%
FCG
1602
Financial Connections Group
California
$319K +$242K +1,500 +449%
SFCL
1603
Strengthening Families & Communities LLC
Massachusetts
$319K +$295K +1,829 New
MWM
1604
Merriman Wealth Management
Washington
$319K -$56.3K -349 -16%
Capstone Investment Advisors
1605
Capstone Investment Advisors
New York
$319K
EP
1606
Edgestream Partners
New Jersey
$318K +$295K +1,828 New
FCA
1607
FinTrust Capital Advisors
South Carolina
$317K
SAM
1608
Strategy Asset Managers
California
$317K +$10.5K +65 +4%
OWA
1609
Opal Wealth Advisors
New York
$315K +$292K +1,811 New
NCM
1610
Northside Capital Management
Oregon
$314K
CMBA
1611
C.M. Bidwell & Associates
Hawaii
$314K -$161 -1 -0.1%
PIA
1612
Pinion Investment Advisors
Kansas
$313K +$48.6K +301 +20%
FFP
1613
FourThought Financial Partners
Florida
$313K -$12.6K -78 -4%
CG
1614
Cynosure Group
Utah
$312K +$289K +1,793 New
1WA
1615
180 Wealth Advisors
Washington
$312K +$3.71K +23 +1%
PI
1616
PFG Investments
New York
$312K +$50.5K +313 +21%
RP
1617
Riverwater Partners
Wisconsin
$312K +$21K +130 +8%
WWM
1618
Windsor Wealth Management
Indiana
$310K +$30.8K +191 +12%
ACM
1619
Allred Capital Management
Texas
$310K -$23.6K -146 -8%
HWA
1620
HCR Wealth Advisors
California
$309K
GSEP
1621
Golden State Equity Partners
California
$309K +$85.4K +529 +43%
SL
1622
Sentinus LLC
Illinois
$307K -$5.97K -37 -2%
NA
1623
Nottingham Advisors
New York
$307K -$16.1K -100 -5%
ACI
1624
Alpha Cubed Investments
California
$307K -$19.4K -120 -6%
WCM
1625
Windsor Capital Management
Arizona
$307K +$323 +2 +0.1%