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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1801
Lloyd Advisory Services
Georgia
$39K +$10.5K +63 +38%
FP
1802
Financial Perspectives
Minnesota
$38K – – –
CA
1803
Crewe Advisors
Utah
$38K – – –
SIS
1804
Sound Income Strategies
Florida
$38K – – –
RIM
1805
Rockbridge Investment Management
New York
$37K -$3.51K -21 -9%
CWA
1806
Clearview Wealth Advisors
Oregon
$37K +$167 +1 +0.4%
GCGDR
1807
Geo Capital Gestora de Recursos
Brazil
$36K – – –
SIM
1808
Sonora Investment Management
Arizona
$35K -$17.2K -103 -33%
FPFS
1809
First Personal Financial Services
North Carolina
$34K -$8.36K -50 -20%
CPA
1810
Cowen Prime Advisors
New York
$34K – – –
HC
1811
Hoese & Co
Minnesota
$34K – – –
HI
1812
Hudock Inc
Pennsylvania
$34K – – –
NFSG
1813
Newbridge Financial Services Group
Florida
$34K – – –
YAL
1814
Your Advocates Ltd
Texas
$34K – – –
TVWM
1815
Tower View Wealth Management
Wisconsin
$34K +$33.4K +200 New
CPC
1816
Consolidated Planning Corp
Georgia
$34K +$33.6K +201 New
BIA
1817
Bell Investment Advisors
California
$34K +$34.3K +205 New
AWM
1818
AllSquare Wealth Management
New York
$33K – – –
JGIA
1819
Jackson Grant Investment Advisers
Connecticut
$32K +$16.7K +100 +111%
RA
1820
Resolute Advisors
California
$31K – – –
FPB
1821
First PREMIER Bank
South Dakota
$30K – – –
SFP
1822
Sterling Financial Planning
New Jersey
$30K – – –
RTC
1823
Riverview Trust Company
Washington
$28K – – –
FAM
1824
Fred Alger Management
New York
$27K +$26.6K +159 New
IFA
1825
Interactive Financial Advisors
Illinois
$25K – – –
71 72
73
74 75