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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1851
Fortis Advisors
Pennsylvania
$96K – – –
FAG
1852
Fortitude Advisory Group
Washington
$96K +$100K +587 New
LWP
1853
Lumature Wealth Partners
Georgia
$95K – – –
RWM
1854
Raffa Wealth Management
District of Columbia
$94.1K -$7.16K -42 -7%
SAM
1855
Sycomore Asset Management
France
$94K -$8.31M -48,729 -99%
ASBI
1856
American State Bank (Iowa)
Iowa
$93.3K – – –
DAC
1857
Dividend Assets Capital
South Carolina
$92K – – –
WCMN
1858
Westchester Capital Management (Nebraska)
Nebraska
$92K – – –
TFO
1859
Tarbox Family Office
California
$91K -$29.5K -173 -24%
BHWM
1860
Bay Harbor Wealth Management
Maryland
$91K +$4.09K +24 +5%
CHA
1861
Carmichael Hill & Associates
Maryland
$87K +$4.26K +25 +5%
COCM
1862
Charter Oak Capital Management
New Hampshire
$86K – – –
RAM
1863
Riggs Asset Management
Pennsylvania
$86K – – –
MUMSS
1864
Mitsubishi UFJ Morgan Stanley Securities
Japan
$85K – – –
PA
1865
PSI Advisors
Florida
$85K – – –
SCA
1866
Sandy Cove Advisors
Massachusetts
$85K +$88.2K +517 New
DHGWA
1867
Dixon Hughes Goodman Wealth Advisors
North Carolina
$85K +$89K +522 New
BWM
1868
Baystate Wealth Management
Massachusetts
$84K -$1.36K -8 -2%
PAI
1869
Pittenger & Anderson Inc
Nebraska
$82K – – –
PP
1870
PrairieView Partners
Minnesota
$82K – – –
SA
1871
SRH Advisors
Kansas
$82K – – –
TF
1872
TimeScale Financial
Massachusetts
$81K +$171 +1 +0.2%
JAM
1873
JCIC Asset Management
Ontario, Canada
$79K – – –
AA
1874
AlphaMark Advisors
Kentucky
$77K -$8.53K -50 -10%
HFM
1875
Harvest Fund Management
China
$77K – – –