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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1626
Greenhouse Wealth Management
Connecticut
$40K +$36.2K +327 New
MAM
1627
Marquette Asset Management
Minnesota
$39K
WPA
1628
West Paces Advisors
Georgia
$38.3K
LF
1629
Lee Financial
Texas
$36K
TCCM
1630
Timber Creek Capital Management
Massachusetts
$36K
BAM
1631
Bellevue Asset Management
Washington
$35K
CMA
1632
Cedar Mountain Advisors
Oregon
$35K
EARNEST Partners
1633
EARNEST Partners
Georgia
$35K
SIA
1634
Sit Investment Associates
Minnesota
$34K
GM
1635
GeoWealth Management
Illinois
$34K +$30.5K +275 New
JPLA
1636
Joseph P. Lucia & Associates
New York
$34K +$31.2K +282 New
BHWM
1637
Bay Harbor Wealth Management
Maryland
$33K -$29K -262 -49%
AFS
1638
Annapolis Financial Services
Maryland
$33K +$29.8K +269 New
AP
1639
Arlington Partners
Alabama
$31K
MLFP
1640
MPS Loria Financial Planners
Illinois
$31K +$6.87K +62 +31%
AWM
1641
Accel Wealth Management
Iowa
$31K +$28.7K +259 New
CA
1642
Crewe Advisors
Utah
$30K -$3.43K -31 -11%
SIM
1643
Sonora Investment Management
Arizona
$30K +$1.22K +11 +5%
AIG
1644
American International Group
New York
$29.3K -$1.03M -9,300 -4%
H
1645
Hexavest
Quebec, Canada
$29K +$26.9K +243 New
BSSFA
1646
Baron Silver Stevens Financial Advisors
Florida
$29K +$27.1K +245 New
FWM
1647
FSA Wealth Management
Massachusetts
$28K +$26K +235 New
FP
1648
Financial Perspectives
Minnesota
$27.4K
CFO
1649
CVA Family Office
Colorado
$27K
SIS
1650
Sound Income Strategies
Florida
$27K