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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
R
1851
Rebalance
California
$506K – – –
BWM
1852
Bullock Wealth Management
Indiana
$505K -$51.8K -184 -11%
GAA
1853
Global Assets Advisory
Florida
$505K -$272K -966 -38%
FBC
1854
Fairfield, Bush & Co
Connecticut
$504K – – –
HWA
1855
HCR Wealth Advisors
California
$501K -$142K -504 -24%
APIM
1856
Agate Pass Investment Management
Washington
$501K – – –
M
1857
MOTCO
Texas
$499K -$6.75K -24 -1%
Burney Company
1858
Burney Company
Virginia
$499K -$35.2K -125 -7%
TS
1859
TradeWell Securities
Indiana
$499K +$440K +1,564 New
FDDB
1860
Fidelity D&D Bancorp
Pennsylvania
$498K – – –
SMC
1861
Smith, Moore & Co
Missouri
$497K -$36.3K -129 -8%
OP
1862
Oslo Pensjonsforsikring
$496K – – –
NC
1863
North Capital
Utah
$496K -$563 -2 -0.1%
TFA
1864
Toth Financial Advisory
Virginia
$495K +$281 +1 +0.1%
ISFAN
1865
Investor's Fiduciary Advisor Network
Washington
$491K +$434K +1,541 New
FB
1866
First Bancorp
Maine
$490K -$2.81K -10 -0.6%
TNBTD
1867
Trustmark National Bank Trust Department
Mississippi
$488K -$102K -363 -19%
WCM
1868
Windsor Capital Management
Arizona
$488K – – –
PCA
1869
Prosperity Capital Advisors
Ohio
$486K +$37.7K +134 +10%
IRC
1870
Investors Research Corp
Georgia
$486K – – –
WAG
1871
Winthrop Advisory Group
Massachusetts
$485K +$428K +1,522 New
Balentine LLC
1872
Balentine LLC
Georgia
$485K -$810K -2,879 -65%
ONST
1873
Old North State Trust
North Carolina
$484K +$162K +574 +61%
OC
1874
Optima Capital
Oregon
$483K -$108K -382 -20%
SFWC
1875
Strategic Family Wealth Counselors
New Jersey
$483K +$55.7K +198 +15%