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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2126
Connecticut Wealth Management
Connecticut
$201K -$142K -612 -41%
LK
2127
Lumbard & Kellner
New Hampshire
$201K +$201K +870 New
DC
2128
DeDora Capital
California
$201K +$201K +868 New
EFM
2129
E Fund Management
China
$200K +$200K +865 New
OP
2130
ORG Partners
Indiana
$199K +$197K +851 New
OCM
2131
Osterweis Capital Management
California
$199K -$28.7K -124 -13%
VCM
2132
Versant Capital Management
Arizona
$193K +$40.3K +174 +26%
OCM
2133
Orion Capital Management
California
$192K – – –
1832 Asset Management
2134
1832 Asset Management
Ontario, Canada
$191K +$7.41K +32 +4%
FFC
2135
First Financial Corp
Indiana
$191K – – –
UWS
2136
Unique Wealth Strategies
Illinois
$189K +$192K +829 New
NECFA
2137
New England Capital Financial Advisors
Connecticut
$188K +$232 +1 +0.1%
GJWM
2138
Gilliland Jeter Wealth Management
Arkansas
$184K +$8.57K +37 +5%
KFS
2139
Kelly Financial Services
Massachusetts
$181K +$232 +1 +0.1%
CP
2140
Castleview Partners
Texas
$180K +$7.64K +33 +4%
PCA
2141
Providence Capital Advisors
North Carolina
$178K – – –
AWM
2142
Activest Wealth Management
Florida
$178K +$165K +713 +1,273%
FMP
2143
Financial Management Professionals
Texas
$177K -$1.16K -5 -0.7%
VC
2144
Vestor Capital
Illinois
$173K – – –
SFA
2145
Semmax Financial Advisors
North Carolina
$172K -$1.62K -7 -1%
FFO
2146
Fortitude Family Office
Arizona
$168K +$75K +324 +81%
SGC
2147
Slocum, Gordon & Co
Rhode Island
$166K +$56.7K +245 +52%
CJL
2148
Cyrus J. Lawrence
New York
$166K – – –
WIM
2149
Westside Investment Management
California
$163K +$4.4K +19 +3%
AA
2150
Addison Advisors
Vermont
$162K +$47.5K +205 +41%