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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
2051
17 Capital Partners
Arizona
-$262K -1,400 Closed
MC
2052
Middleton & Co
Massachusetts
-$262K -1,400 Closed
TA
2053
TrueWealth Advisors
Alabama
-$229K -1,399 Closed
PWM
2054
PRW Wealth Management
Massachusetts
-$258K -1,380 Closed
CWM
2055
Centric Wealth Management
Illinois
-$257K -1,372 Closed
EWM
2056
Edge Wealth Management
New York
-$256K -1,371 Closed
SDAM
2057
Shulman DeMeo Asset Management
New York
-$256K -1,371 Closed
CWAG
2058
Compton Wealth Advisory Group
Virginia
-$256K -1,367 Closed
LPT
2059
Legacy Private Trust
Wisconsin
-$255K -1,365 Closed
CA
2060
Calton & Associates
Florida
-$253K -1,357 Closed
JWBC
2061
J.W. Burns & Co
New York
-$253K -1,353 Closed
CGA
2062
Crescent Grove Advisors
Illinois
-$253K -1,352 Closed
CAM
2063
Cozad Asset Management
Illinois
-$252K -1,350 Closed
RFA
2064
RTD Financial Advisors
Pennsylvania
-$252K -1,349 Closed
LGA
2065
Lebenthal Global Advisors
New York
-$250K -1,342 Closed
MMHP
2066
Murphy Middleton Hinkle & Parker
Georgia
-$251K -1,341 Closed
SS
2067
Sunbelt Securities
Texas
-$254K -1,339 Closed
BFG
2068
Berger Financial Group
Minnesota
-$250K -1,336 Closed
PIA
2069
Perennial Investment Advisors
California
-$253K -1,332 Closed
LAM
2070
L2 Asset Management
Massachusetts
-$248K -1,327 Closed
BIM
2071
Bridges Investment Management
Nebraska
-$247K -1,321 Closed
SAM
2072
Summit Asset Management
Tennessee
-$246K -1,315 Closed
AO
2073
Advisor OS
Illinois
-$246K -1,314 Closed
RF
2074
Rollins Financial
Georgia
-$245K -1,310 Closed
HHGA
2075
Halbert Hargrove Global Advisors
California
-$244K -1,306 Closed