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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1601
Financial Architects (New Jersey)
New Jersey
$320K – – –
AAS
1602
Annex Advisory Services
Wisconsin
$319K +$50.7K +314 +21%
FCG
1603
Financial Connections Group
California
$319K +$242K +1,500 +449%
SFCL
1604
Strengthening Families & Communities LLC
Massachusetts
$319K +$295K +1,829 New
MWM
1605
Merriman Wealth Management
Washington
$319K -$56.3K -349 -16%
Capstone Investment Advisors
1606
Capstone Investment Advisors
New York
$319K – – –
EP
1607
Edgestream Partners
New Jersey
$318K +$295K +1,828 New
FCA
1608
FinTrust Capital Advisors
South Carolina
$317K – – –
SAM
1609
Strategy Asset Managers
California
$317K +$10.5K +65 +4%
OWA
1610
Opal Wealth Advisors
New York
$315K +$292K +1,811 New
NCM
1611
Northside Capital Management
Oregon
$314K – – –
CMBA
1612
C.M. Bidwell & Associates
Hawaii
$314K -$161 -1 -0.1%
PIA
1613
Pinion Investment Advisors
Kansas
$313K +$48.6K +301 +20%
FFP
1614
FourThought Financial Partners
Florida
$313K -$12.6K -78 -4%
CG
1615
Cynosure Group
Utah
$312K +$289K +1,793 New
1WA
1616
180 Wealth Advisors
Washington
$312K +$3.71K +23 +1%
PI
1617
PFG Investments
New York
$312K +$50.5K +313 +21%
RP
1618
Riverwater Partners
Wisconsin
$312K +$21K +130 +8%
WWM
1619
Windsor Wealth Management
Indiana
$310K +$30.8K +191 +12%
ACM
1620
Allred Capital Management
Texas
$310K -$23.6K -146 -8%
HWA
1621
HCR Wealth Advisors
California
$309K – – –
GSEP
1622
Golden State Equity Partners
California
$309K +$85.4K +529 +43%
SL
1623
Sentinus LLC
Illinois
$307K -$5.97K -37 -2%
NA
1624
Nottingham Advisors
New York
$307K -$16.1K -100 -5%
ACI
1625
Alpha Cubed Investments
California
$307K -$19.4K -120 -6%