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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1226
Monetary Management Group
Missouri
$15K – – –
SA
1227
SRH Advisors
Kansas
$15K – – –
TC
1228
Trust Company
Kansas
$15K – – –
SCA
1229
Stuart Chaussee & Associates
California
$15K +$6.92K +100 +100%
JFA
1230
JNBA Financial Advisors
Minnesota
$14K -$346K -4,998 -96%
RWG
1231
Regal Wealth Group
California
$14K – – –
LWM
1232
LBA Wealth Management
Florida
$13K – – –
HR
1233
Howe & Rusling
New York
$12K – – –
BG
1234
Bollard Group
Massachusetts
$12K +$69 +1 +0.6%
Carson Wealth (CWM LLC)
1235
Carson Wealth (CWM LLC)
Nebraska
$9K -$14.6K -211 -62%
AFIA
1236
America First Investment Advisors
Nebraska
$9K – – –
IWC
1237
Integrated Wealth Counsel
California
$8K – – –
SIM
1238
Sonora Investment Management
Arizona
$7.41K -$2.42K -35 -26%
AWM
1239
AllSquare Wealth Management
New York
$7K -$7.82K -113 -54%
DPA
1240
Delphi Private Advisors
California
$7K -$4.43K -64 -40%
TWMP
1241
Taylor Wealth Management Partners
Massachusetts
$7K – – –
TCM
1242
Tradewinds Capital Management
Washington
$7K – – –
RBC
1243
Roble Belko & Company
Pennsylvania
$7K +$6.79K +98 New
BCI
1244
Brinker Capital Investments
Pennsylvania
$6K – – –
CFD
1245
Creative Financial Designs
Indiana
$5K +$4.57K +66 New
Capstone Investment Advisors
1246
Capstone Investment Advisors
New York
$5K +$5.54K +80 New
FAN
1247
Financial Advisors Network
California
$4.38K +$3.95K +57 New
NC
1248
NewSquare Capital
Pennsylvania
$4K – – –
RFS
1249
Rockefeller Financial Services
New York
$4K – – –
NCM
1250
New Capital Management
Texas
$4K +$3.46K +50 New