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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1751
Ballast Advisors
Minnesota
– -$201K -1,612 Closed
BCI
1752
Brinker Capital Investments
Pennsylvania
– -$191K -1,533 Closed
PC
1753
Permit Capital
Pennsylvania
– -$137K -1,100 Closed
GDP
1754
Great Diamond Partners
Maine
– -$136K -1,093 Closed
THWM
1755
Taylor Hoffman Wealth Management
Virginia
– -$113K -910 Closed
GEA
1756
Glen Eagle Advisors
New Jersey
– -$106K -855 Closed
KWM
1757
Keebeck Wealth Management
Illinois
– -$85K -689 Closed
CMO
1758
Covenant Multifamily Offices
Texas
– -$84K -674 Closed
HCA
1759
Horan Capital Advisors
Ohio
– -$76K -610 Closed
NIM
1760
NuWave Investment Management
New Jersey
– -$73K -588 Closed
JFA
1761
Johanson Financial Advisors
California
– -$52.1K -419 Closed
TCWM
1762
Total Clarity Wealth Management
Illinois
– -$42K -340 Closed
RA
1763
Rational Advisors
New York
– -$41K -330 Closed
JSC
1764
Jackson Square Capital
California
– -$38K -306 Closed
CP
1765
Corbenic Partners
Pennsylvania
– -$34K -274 Closed
AP
1766
Americana Partners
Texas
– -$30K -241 Closed
IA
1767
IndexIQ Advisors
New York
– -$27K -217 Closed
TFGT
1768
TS Financial Group (TSFG)
Illinois
– -$26K -210 Closed
MWP
1769
Meridian Wealth Partners
Pennsylvania
– -$26K -206 Closed
TA
1770
TFG Advisers
Michigan
– -$23K -188 Closed
Credit Agricole
1771
Credit Agricole
France
– -$20.9K -180 Closed
WHG
1772
Westwood Holdings Group
Texas
– -$21K -166 Closed
EWA
1773
Evolution Wealth Advisors
Florida
– -$12K -95 Closed
HR
1774
Howe & Rusling
New York
– -$12K -95 Closed
CI
1775
Cordant Inc
Oregon
– -$7K -58 Closed