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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1226
Transamerica Financial Advisors
Florida
$35K +$12.6K +164 +54%
AWM
1227
AllSquare Wealth Management
New York
$34K -$8.31K -108 -19%
ACS
1228
Archford Capital Strategies
Illinois
$33K +$4K +52 +13%
TCM
1229
Tradewinds Capital Management
Washington
$32K
GI
1230
Gradient Investments
Minnesota
$31K
HI
1231
Hudock Inc
Pennsylvania
$30K
CCMW
1232
Cypress Capital Management (Wyoming)
Wyoming
$29.7K
MBT
1233
Monroe Bank & Trust
Michigan
$29K -$20.4K -265 -40%
AF
1234
Allworth Financial
California
$28K
SIG
1235
Stanford Investment Group
California
$27K
KPCM
1236
Kings Point Capital Management
New York
$26K +$5K +65 +23%
ANBT
1237
American National Bank & Trust
Texas
$25K +$25.7K +334 New
LWM
1238
LBA Wealth Management
Florida
$24K +$15.4K +200 +160%
Nuveen
1239
Nuveen
North Carolina
$22.3K -$681K -8,856 -3%
CGH
1240
Cleary Gull Holdings
Wisconsin
$22K
AssetMark Inc
1241
AssetMark Inc
California
$22K +$19K +247 +449%
AWS
1242
Aris Wealth Services
Pennsylvania
$21K -$98.1K -1,275 -82%
PCTC
1243
Perkins Coie Trust Company
Washington
$20K
DIA
1244
Davidson Investment Advisors
Montana
$20K +$21.2K +275 New
WRM
1245
Westport Resources Management
Connecticut
$19K -$3.08M -39,972 -99%
CP
1246
Corbenic Partners
Pennsylvania
$19K
CFA
1247
Camarda Financial Advisors
Florida
$18K
RA
1248
Rational Advisors
New York
$18K
EDRE
1249
Edmond de Rothschild (Europe)
Luxembourg
$17K -$31.9K -415 -65%
CPA
1250
Cowen Prime Advisors
New York
$17K