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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2176
Core Alternative Capital
Georgia
$78.3K -$48.5K -234 -40%
FCG
2177
Financial Connections Group
California
$77K -$311K -1,500 -82%
HCM
2178
Hollencrest Capital Management
California
$74.4K -$472K -2,274 -87%
GA
2179
GoalVest Advisory
New York
$74.2K +$21.1K +102 +46%
PWMG
2180
Private Wealth Management Group
New Jersey
$73.1K – – –
CCA
2181
Criterion Capital Advisors
Tennessee
$72.9K – – –
FIM
2182
Fernwood Investment Management
Massachusetts
$71.7K +$65.3K +315 New
EC
2183
EntryPoint Capital
New York
$71.3K +$2.28K +11 +4%
OPTFSNA
2184
Old Point Trust & Financial Services N A
Virginia
$68.8K +$62.6K +302 New
NMM
2185
Naples Money Management
Florida
$68.5K – – –
FIM
2186
FWL Investment Management
Texas
$68.3K – – –
QPBE
2187
Quintet Private Bank (Europe)
Luxembourg
$68K +$53.7K +259 New
C
2188
Covestor
United Kingdom
$67K +$415 +2 +0.7%
RDFA
2189
Ritter Daniher Financial Advisory
Ohio
$66.7K – – –
ACA
2190
Atlas Capital Advisors
Wyoming
$65.1K +$10.8K +52 +22%
RFS
2191
Richardson Financial Services
Massachusetts
$64.2K +$1.66K +8 +3%
BSC
2192
Brown Shipley & Co
United Kingdom
$63.6K +$58.1K +280 New
CMP
2193
Coston McIsaac & Partners
Maine
$63K – – –
GWSA
2194
Global Wealth Strategies & Associates
Colorado
$61.9K – – –
AWM
2195
AllSquare Wealth Management
New York
$61.7K -$5.18K -25 -8%
HC
2196
Hoese & Co
Minnesota
$61.4K – – –
WAG
2197
Wiser Advisor Group
Arizona
$59.4K – – –
SC
2198
Stephens Consulting
Michigan
$58.7K – – –
IFAM
2199
Institutional & Family Asset Management
Colorado
$57.3K – – –
CHA
2200
Carmichael Hill & Associates
Maryland
$56.7K – – –