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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1801
Lloyd Advisory Services
Georgia
$28K – – –
RTC
1802
Riverview Trust Company
Washington
$28K – – –
FFG
1803
Ford Financial Group
California
$28K +$27.3K +174 New
IFA
1804
Interactive Financial Advisors
Illinois
$25K – – –
TCWA
1805
Ten Capital Wealth Advisors
Washington
$24K – – –
SCA
1806
Stuart Chaussee & Associates
California
$22K – – –
SWM
1807
Sugarloaf Wealth Management
Georgia
$22K – – –
FI
1808
Financial Insights
Washington
$21.5K +$20.4K +130 New
AWMS
1809
Advocacy Wealth Management Services
Georgia
$20K -$7.99K -51 -29%
AFIA
1810
America First Investment Advisors
Nebraska
$20K – – –
HWM
1811
Holloway Wealth Management
Florida
$20K – – –
GTAM
1812
Global Trust Asset Management
Florida
$20K +$19.3K +123 New
SGAM
1813
Smith Group Asset Management
Texas
$19K -$3.6K -23 -17%
AWM
1814
Activest Wealth Management
Florida
$18K +$7.83K +50 +89%
TC
1815
Tacita Capital
Ontario, Canada
$17K -$88.5K -565 -85%
CP
1816
Corbenic Partners
Pennsylvania
$17K – – –
IPW
1817
IronBridge Private Wealth
Texas
$17K – – –
IHWM
1818
Iron Horse Wealth Management
Iowa
$17K – – –
PSIWM
1819
Paradigm Strategies in Wealth Management
Minnesota
$17K – – –
WAS
1820
Winch Advisory Services
Wisconsin
$16K – – –
JGIA
1821
Jackson Grant Investment Advisers
Connecticut
$15K – – –
DWMG
1822
DB Wealth Management Group
California
$13K – – –
FPS
1823
Fieldpoint Private Securities
Connecticut
$12K – – –
OSNBOA
1824
Old Second National Bank of Aurora
Illinois
$11K – – –
AFG
1825
Albion Financial Group
Utah
$11K +$10K +64 New