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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LA
2076
Latitude Advisors
Florida
$207K +$189K +910 New
MPM
2077
Meritage Portfolio Management
Kansas
$207K +$188K +909 New
LWMG
2078
Levy Wealth Management Group
Pennsylvania
$207K
LCWP
2079
Legacy Capital Wealth Partners
Arkansas
$207K -$216K -1,042 -45%
MSFS
2080
Main Street Financial Solutions
Pennsylvania
$207K +$188K +908 New
PD
2081
Planning Directions
Pennsylvania
$206K +$188K +905 New
GB
2082
Goepper Burkhardt
South Carolina
$206K +$176K +850 New
AFA
2083
American Financial Advisors
Georgia
$205K +$187K +901 New
AA
2084
Alesco Advisors
New York
$205K +$187K +900 New
TF
2085
Talbot Financial
Washington
$205K +$187K +900 New
AC
2086
Apella Capital
Connecticut
$204K +$193K +930 New
IB
2087
Intrust Bank
Kansas
$204K +$186K +896 New
Financial Engines Advisors
2088
Financial Engines Advisors
California
$204K +$186K +895 New
NCM
2089
Northwest Capital Management
Oregon
$202K
WBC
2090
West Branch Capital
Massachusetts
$201K -$10.4K -50 -5%
PAMG
2091
Patton Albertson Miller Group
Tennessee
$201K +$183K +881 New
FBT
2092
First Bankers Trust
Kentucky
$201K +$183K +881 New
WE
2093
Wealth Effects
Massachusetts
$200K +$182K +880 New
WWM
2094
Wolff Wiese Magana
California
$197K
DF
2095
DecisionPoint Financial
Arizona
$194K
YDMI
2096
Y.D. More Investments
Israel
$191K +$4.15K +20 +2%
OCM
2097
Orion Capital Management
California
$189K -$2.07K -10 -1%
FFC
2098
First Financial Corp
Indiana
$188K -$57.9K -279 -25%
NECFA
2099
New England Capital Financial Advisors
Connecticut
$185K -$220K -1,063 -57%
MWM
2100
Mascoma Wealth Management
New Hampshire
$184K