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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WG
2051
Wellington Group
Indiana
$522K +$505K +1,410 New
NB
2052
Northwest Bancshares
Pennsylvania
$521K – – –
EC
2053
EntryPoint Capital
New York
$520K +$503K +1,405 New
BFC
2054
Blue Fin Capital
Rhode Island
$519K -$88.4K -247 -15%
CFG
2055
Carter Financial Group
Illinois
$519K -$37.6K -105 -7%
GA
2056
Greenspring Advisors
Maryland
$518K +$501K +1,401 New
WCA
2057
Westover Capital Advisors
Delaware
$518K – – –
JWBC
2058
J.W. Burns & Co
New York
$518K +$10.4K +29 +2%
EM
2059
ELCO Management
New York
$518K +$215K +600 +75%
GWP
2060
Gateway Wealth Partners
Wisconsin
$518K +$89.1K +249 +22%
TNAM
2061
Terra Nova Asset Management
New York
$517K +$1.07K +3 +0.2%
APWA
2062
Atlas Private Wealth Advisors
New Jersey
$516K +$358 +1 +0.1%
WPW
2063
Waldron Private Wealth
Pennsylvania
$515K -$150K -419 -23%
RMDI
2064
R.M. Davis Inc
Maine
$515K -$138K -385 -22%
LC
2065
LCNB Corp
Ohio
$515K – – –
BPW
2066
BlueDoor Private Wealth
Massachusetts
$515K +$498K +1,391 New
WTB
2067
Washington Trust Bank
Washington
$514K – – –
SEA
2068
Stegent Equity Advisors
Texas
$513K +$89.5K +250 +22%
PMSA
2069
Patrick M. Sweeney & Associates
Illinois
$512K +$16.5K +46 +3%
FOA
2070
Five Oceans Advisors
California
$512K – – –
HAS
2071
HBW Advisory Services
California
$510K +$493K +1,379 New
PCP
2072
Proficio Capital Partners
Massachusetts
$510K -$24.3K -68 -5%
HC
2073
Hamilton Capital
Ohio
$509K +$492K +1,376 New
CAG
2074
Centerpoint Advisory Group
Kansas
$505K – – –
FFBTD
2075
First Financial Bank - Trust Division
Ohio
$504K – – –