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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1876
Providence Capital Advisors
North Carolina
$134K -$97.9K -607 -44%
CMF
1877
Counterpoint Mutual Funds
California
$128K +$118K +734 New
MME
1878
Meag Munich Ergo
Germany
$127K -$34.9K -216 -23%
CWP
1879
Concord Wealth Partners
Virginia
$126K -$33.4K -207 -22%
BWM
1880
Baystate Wealth Management
Massachusetts
$124K +$20.5K +127 +22%
RCG
1881
Rock Creek Group
District of Columbia
$122K +$1.45K +9 +1%
WIM
1882
Westside Investment Management
California
$121K
PP
1883
Paloma Partners
Connecticut
$120K -$515K -3,191 -82%
EWM
1884
Endurance Wealth Management
Rhode Island
$120K
FCT
1885
First Community Trust
Iowa
$119K -$10K -62 -8%
AT
1886
Avalon Trust
New Mexico
$119K +$46.8K +290 +73%
PWMG
1887
Prestige Wealth Management Group
New Jersey
$119K
LCM
1888
Logan Capital Management
Pennsylvania
$116K
BWM
1889
BerganKDV Wealth Management
Minnesota
$115K -$13.1K -81 -11%
FMP
1890
Financial Management Professionals
Texas
$115K -$1.13K -7 -1%
CAC
1891
Core Alternative Capital
Georgia
$114K +$2.74K +17 +3%
RFA
1892
Resurgent Financial Advisors
Georgia
$113K -$968 -6 -0.9%
FFC
1893
First Financial Corp
Indiana
$112K +$6.13K +38 +6%
VCM
1894
Versant Capital Management
Arizona
$112K +$807 +5 +0.8%
AW
1895
Avion Wealth
Texas
$111K +$3.23K +20 +3%
TF
1896
TimeScale Financial
Massachusetts
$111K +$161 +1 +0.2%
AP
1897
Arlington Partners
Alabama
$106K -$39.9K -247 -29%
TFM
1898
TFC Financial Management
Massachusetts
$105K +$807 +5 +0.8%
CAS
1899
Coppell Advisory Solutions
Texas
$104K +$97.3K +603 New
HFS
1900
Hantz Financial Services
Michigan
$103K -$139K -864 -59%