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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1501
Sonora Investment Management
Arizona
$24K – – –
PW
1502
Price Wealth
Texas
$24K +$11.3K +115 +90%
AWMS
1503
Advocacy Wealth Management Services
Georgia
$23K -$2.75K -28 -11%
FP
1504
Financial Perspectives
Minnesota
$22.6K – – –
CFO
1505
CVA Family Office
Colorado
$22K – – –
SIS
1506
Sound Income Strategies
Florida
$22K – – –
PG
1507
Proffitt & Goodson
Tennessee
$22K +$19.8K +201 +874%
AWA
1508
Arkadios Wealth Advisors
Georgia
$21.1K -$11.5K -117 -37%
HI
1509
Hudock Inc
Pennsylvania
$21K – – –
CPA
1510
Cowen Prime Advisors
New York
$20K – – –
FPFS
1511
First Personal Financial Services
North Carolina
$20K – – –
LGWM
1512
Litman Gregory Wealth Management
California
$20K – – –
MLFP
1513
MPS Loria Financial Planners
Illinois
$20K – – –
RIM
1514
Rockbridge Investment Management
New York
$20K – – –
TC
1515
Trust Company
Kansas
$20K – – –
YAL
1516
Your Advocates Ltd
Texas
$20K – – –
RWG
1517
Regal Wealth Group
California
$19K – – –
NIC
1518
Northwest Investment Counselors
Oregon
$19K +$18.8K +191 New
RTC
1519
Riverview Trust Company
Washington
$17K – – –
FHA
1520
First Horizon Advisors
Tennessee
$16K – – –
GC
1521
Grace Capital
Massachusetts
$15K – – –
HB
1522
Horizon Bancorp
Indiana
$15K – – –
CWC
1523
Carolinas Wealth Consulting
North Carolina
$15K +$1.57K +16 +12%
CQS
1524
Credential Qtrade Securities
$14.3K – – –
BWL
1525
Bogart Wealth LLC
Virginia
$14K – – –