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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FC
2051
Fulcrum Capital
Washington
– -$218K -1,300 Closed
SPFA
2052
Summit Place Financial Advisors
New Jersey
– -$217K -1,298 Closed
PWAG
2053
Polaris Wealth Advisory Group
California
– -$223K -1,280 Closed
BOTW
2054
Bank of the West
California
– -$211K -1,258 Closed
WMP
2055
Wealth Management Partners
Arizona
– -$204K -1,216 Closed
FCM
2056
Firestone Capital Management
Florida
– -$201K -1,215 Closed
TA
2057
Tiedemann Advisors
New York
– -$204K -1,215 Closed
NFG
2058
Nadler Financial Group
Illinois
– -$202K -1,208 Closed
SIA
2059
Soltis Investment Advisors
Utah
– -$202K -1,208 Closed
FNC
2060
First National Corp
Massachusetts
– -$202K -1,206 Closed
MIM
2061
Montgomery Investment Management
Maryland
– -$201K -1,201 Closed
Fiera Capital (Canada)
2062
Fiera Capital (Canada)
Quebec, Canada
– -$201K -1,200 Closed
NSAM
2063
North Star Asset Management
Wisconsin
– -$201K -1,200 Closed
RP
2064
Reinhart Partners
Wisconsin
– -$201K -1,200 Closed
NFG
2065
Nations Financial Group
Iowa
– -$201K -1,198 Closed
BWA
2066
Burt Wealth Advisors
Maryland
– -$201K -1,197 Closed
VFP
2067
Verus Financial Partners
Virginia
– -$200K -1,133 Closed
APWA
2068
Atlas Private Wealth Advisors
New Jersey
– -$178K -1,063 Closed
CMBA
2069
C.M. Bidwell & Associates
Hawaii
– -$146K -869 Closed
Q
2070
QVR
California
– -$144K -862 Closed
LWM
2071
Liberty Wealth Management
California
– -$145K -860 Closed
WLPWM
2072
Walled Lake Planning & Wealth Management
Illinois
– -$144K -860 Closed
PWM
2073
Prentice Wealth Management
New York
– -$126K -755 Closed
PVH
2074
Psagot Value Holdings
Israel
– -$124K -740 Closed
GFP
2075
Gryphon Financial Partners
Ohio
– -$123K -734 Closed