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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1626
Financial Advantage
Maryland
$41K -$37.7K -340 -50%
IF
1627
Ironwood Financial
Arizona
$41K – – –
SFSIG
1628
San Francisco Sentry Investment Group
California
$41K – – –
GWM
1629
Greenhouse Wealth Management
Connecticut
$40K +$36.2K +327 New
MAM
1630
Marquette Asset Management
Minnesota
$39K – – –
WPA
1631
West Paces Advisors
Georgia
$38.3K – – –
LF
1632
Lee Financial
Texas
$36K – – –
TCCM
1633
Timber Creek Capital Management
Massachusetts
$36K – – –
BAM
1634
Bellevue Asset Management
Washington
$35K – – –
CMA
1635
Cedar Mountain Advisors
Oregon
$35K – – –
EARNEST Partners
1636
EARNEST Partners
Georgia
$35K – – –
SIA
1637
Sit Investment Associates
Minnesota
$34K – – –
GM
1638
GeoWealth Management
Illinois
$34K +$30.5K +275 New
JPLA
1639
Joseph P. Lucia & Associates
New York
$34K +$31.2K +282 New
BHWM
1640
Bay Harbor Wealth Management
Maryland
$33K -$29K -262 -49%
AFS
1641
Annapolis Financial Services
Maryland
$33K +$29.8K +269 New
AP
1642
Arlington Partners
Alabama
$31K – – –
MLFP
1643
MPS Loria Financial Planners
Illinois
$31K +$6.87K +62 +31%
AWM
1644
Accel Wealth Management
Iowa
$31K +$28.7K +259 New
CA
1645
Crewe Advisors
Utah
$30K -$3.43K -31 -11%
SIM
1646
Sonora Investment Management
Arizona
$30K +$1.22K +11 +5%
H
1647
Hexavest
Quebec, Canada
$29K +$26.9K +243 New
BSSFA
1648
Baron Silver Stevens Financial Advisors
Florida
$29K +$27.1K +245 New
FWM
1649
FSA Wealth Management
Massachusetts
$28K +$26K +235 New
FP
1650
Financial Perspectives
Minnesota
$27.4K – – –