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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1651
PineBridge Investments
New York
$196K +$9.24K +59 +5%
CFO
1652
CVA Family Office
Colorado
$195K +$81.4K +520 +79%
HDIM
1653
Hanson & Doremus Investment Management
Vermont
$193K -$136K -871 -31%
CWP
1654
Concord Wealth Partners
Virginia
$193K -$14.3K -91 -7%
VNA
1655
Valley National Advisers
Pennsylvania
$190K – – –
CF
1656
Centaurus Financial
California
$190K +$21.1K +135 +13%
APWA
1657
Atlas Private Wealth Advisors
New Jersey
$179K +$10.2K +65 +6%
TC
1658
Truvestments Capital
Florida
$174K -$142K -905 -46%
KFI
1659
Key Financial Inc
Pennsylvania
$174K – – –
MHR
1660
Matthew Hamilton Rosenberg
$170K – – –
GFPC
1661
Global Financial Private Client
Florida
$169K – – –
AssetMark Inc
1662
AssetMark Inc
California
$169K +$16.4K +105 +11%
WP
1663
WealthShield Partners
North Carolina
$166K +$4.86K +31 +6%
CAM
1664
Close Asset Management
United Kingdom
$165K – – –
LB
1665
Legacy Bridge
Iowa
$165K – – –
MAWCM
1666
Mine & Arao Wealth Creation & Management
California
$165K – – –
FGAM
1667
Financial Gravity Asset Management
Texas
$165K +$12.8K +82 New
WAM
1668
Wolverine Asset Management
Illinois
$164K -$143K -910 -48%
SC
1669
Sierra Capital
Florida
$164K -$72.8K -465 -32%
LC
1670
Lindbrook Capital
California
$163K +$1.41K +9 +0.9%
PP
1671
Paloma Partners
Connecticut
$159K -$168K -1,074 -53%
FMP
1672
Financial Management Professionals
Texas
$158K +$16.8K +107 +13%
EBA
1673
Eagle Bay Advisors
New York
$150K +$138K +882 New
AIC
1674
Archer Investment Corporation
Indiana
$149K – – –
JWA
1675
JFS Wealth Advisors
Pennsylvania
$147K – – –