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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2301
Concord Wealth Partners
Virginia
$114K +$9.96K +40 +10%
FC
2302
Fairscale Capital
New Hampshire
$114K – – –
HFS
2303
Hantz Financial Services
Michigan
$111K – – –
GG
2304
Gleason Group
Kentucky
$111K +$249 +1 +0.2%
FMB
2305
Field & Main Bank
Kentucky
$108K – – –
BHWM
2306
Bay Harbor Wealth Management
Maryland
$107K -$4.73K -19 -5%
PB
2307
Pinnacle Bancorp
Nebraska
$104K – – –
IWMWV
2308
Ironwood Wealth Management (West Virginia)
West Virginia
$104K – – –
AEPWM
2309
Atlantic Edge Private Wealth Management
Florida
$102K – – –
VAMG
2310
Voisard Asset Management Group
Michigan
$100K +$3.49K +14 +4%
BIA
2311
Bell Investment Advisors
California
$100K – – –
NFA
2312
Northwest Financial Advisors
Virginia
$99K +$90.9K +365 New
SL
2313
Salomon & Ludwin
Virginia
$95.2K -$19.4K -78 -18%
CAC
2314
Core Alternative Capital
Georgia
$93.3K – – –
BCMLT
2315
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.3K +$16.4K +66 +24%
CFD
2316
Creative Financial Designs
Indiana
$89.3K -$399K -1,601 -83%
HCM
2317
Hollencrest Capital Management
California
$88.7K – – –
GA
2318
GoalVest Advisory
New York
$88.4K – – –
BP
2319
BNP Paribas
France
$87.6K +$16.2K +65 +25%
CAM
2320
Creekmur Asset Management
Illinois
$86K -$22.4K -90 -22%
NCM
2321
Northwest Capital Management
Oregon
$84.9K – – –
PWMG
2322
Private Wealth Management Group
New Jersey
$84.3K -$2.74K -11 -3%
CHA
2323
Carmichael Hill & Associates
Maryland
$83.8K +$14.9K +60 +24%
GCM
2324
Gables Capital Management
Florida
$82.7K +$24.9K +100 +49%
OPTFSNA
2325
Old Point Trust & Financial Services N A
Virginia
$81.9K – – –