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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1851
Aire Advisors
California
$396K
DTC
1852
Davidson Trust Company
Washington
$393K -$16.2K -65 -4%
CCM
1853
Crew Capital Management
Ohio
$392K
ECAM
1854
East Coast Asset Management
Massachusetts
$391K
FA
1855
Financial Advisors
Massachusetts
$391K
WCA
1856
Westover Capital Advisors
Delaware
$391K
THL
1857
Tillman Hartley LLC
Colorado
$389K
CPC
1858
Consolidated Planning Corp
Georgia
$389K +$4.98K +20 +1%
KOC
1859
Koss-Olinger Consulting
Florida
$388K +$3.98K +16 +1%
FBC
1860
Fairfield, Bush & Co
Connecticut
$388K
DWM
1861
Drive Wealth Management
Utah
$387K +$13.7K +55 +4%
KA
1862
KLCM Advisors
Wisconsin
$387K
GLA
1863
Good Life Advisors
Pennsylvania
$387K +$355K +1,427 New
HWA
1864
Heritage Wealth Advisors
Virginia
$387K +$26.1K +105 +8%
KB
1865
Kimelman & Baird
New York
$386K
FCM
1866
Family Capital Management
Michigan
$386K +$1.99K +8 +0.6%
CAAS
1867
Capital Asset Advisory Services
Michigan
$386K -$3.98K -16 -1%
GAMC
1868
Garner Asset Management Corp
Texas
$385K
PG
1869
Patten Group
Tennessee
$384K
TNAM
1870
Terra Nova Asset Management
New York
$383K +$996 +4 +0.3%
HWMO
1871
Heritage Wealth Management (Ohio)
Ohio
$382K
PIP
1872
Peachtree Investment Partners
Florida
$382K +$128K +516 +58%
DS
1873
DRW Securities
Illinois
$382K -$3.71M -14,884 -91%
6F
1874
626 Financial
Michigan
$381K -$106K -427 -23%
OFG
1875
Oxford Financial Group
Indiana
$381K -$41.8K -168 -11%