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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
OGC
1401
Oak Grove Capital
New Hampshire
$15K – – –
BL
1402
Balentine LLC
Georgia
$13K -$1.97K -20 -13%
BWL
1403
Bogart Wealth LLC
Virginia
$13K – – –
AFIA
1404
America First Investment Advisors
Nebraska
$12K – – –
BBA
1405
Braun-Bostich & Associates
Pennsylvania
$12K – – –
HR
1406
Howe & Rusling
New York
$11K – – –
SCA
1407
Stuart Chaussee & Associates
California
$10K – – –
TWMP
1408
Taylor Wealth Management Partners
Massachusetts
$10K – – –
ME
1409
McIlrath & Eck
Washington
$9K – – –
TJHA
1410
Thomas J. Herzfeld Advisors
Florida
$9K – – –
FRA
1411
Front Row Advisors
California
$8K -$5.8K -59 -44%
POIA
1412
Pin Oak Investment Advisors
Texas
$8K – – –
LWA
1413
Lenox Wealth Advisors
New York
$8K +$1.38K +14 +20%
KL
1414
KWMG LLC
Kansas
$8K +$8.06K +82 New
OSNBOA
1415
Old Second National Bank of Aurora
Illinois
$7K – – –
CFC
1416
Coyle Financial Counsel
Illinois
$7K +$6.68K +68 New
OWA
1417
One Wealth Advisors
California
$7K +$6.88K +70 New
BCP
1418
Blackhawk Capital Partners
Wisconsin
$6K – – –
CFD
1419
Creative Financial Designs
Indiana
$6K – – –
QAM
1420
QCI Asset Management
New York
$6K – – –
TVWM
1421
Tower View Wealth Management
Wisconsin
$5K +$4.52K +46 New
HCM
1422
Horrell Capital Management
Arkansas
$4K – – –
TFA
1423
Transamerica Financial Advisors
Florida
$3K -$7.57K -77 -73%
LWA
1424
Lowe Wealth Advisors
Maryland
$2K – – –
MWM
1425
MinichMacGregor Wealth Management
New York
$2K – – –