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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1701
Cedar Mountain Advisors
Oregon
$41K – – –
EARNEST Partners
1702
EARNEST Partners
Georgia
$41K – – –
SIM
1703
Sonora Investment Management
Arizona
$41K +$5.29K +40 +16%
SIA
1704
Sit Investment Associates
Minnesota
$40K – – –
BHWM
1705
Bay Harbor Wealth Management
Maryland
$40K +$1.32K +10 +4%
GM
1706
GeoWealth Management
Illinois
$40K +$1.32K +10 +4%
FPB
1707
First PREMIER Bank
South Dakota
$39K -$18.5K -140 -33%
AFS
1708
Annapolis Financial Services
Maryland
$38K – – –
CWM
1709
Cranbrook Wealth Management
Michigan
$38K +$23.7K +179 +192%
AWM
1710
Accel Wealth Management
Iowa
$37K – – –
AP
1711
Arlington Partners
Alabama
$37K – – –
MLFP
1712
MPS Loria Financial Planners
Illinois
$37K – – –
BC
1713
Burleson & Co
California
$37K +$35K +265 New
CA
1714
Crewe Advisors
Utah
$35K – – –
MSFP
1715
Mark Sheptoff Financial Planning
Connecticut
$35K +$33K +250 New
H
1716
Hexavest
Quebec, Canada
$34K – – –
RIM
1717
Rockbridge Investment Management
New York
$34K +$5.95K +45 +23%
FP
1718
Financial Perspectives
Minnesota
$32.1K +$132 +1 +0.4%
SIS
1719
Sound Income Strategies
Florida
$31.7K – – –
CWA
1720
Clearview Wealth Advisors
Oregon
$31K +$132 +1 +0.5%
TFIPS
1721
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K – – –
HI
1722
Hudock Inc
Pennsylvania
$29K – – –
GCGDR
1723
Geo Capital Gestora de Recursos
Brazil
$29K +$13.2K +100 +93%
CPA
1724
Cowen Prime Advisors
New York
$28K – – –
FPFS
1725
First Personal Financial Services
North Carolina
$28K – – –