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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
1826
Mach-1 Financial Group
Arkansas
$43K
GIA
1827
Goodwin Investment Advisory
Georgia
$42K +$47.7K +315 New
AWM
1828
AllSquare Wealth Management
New York
$40K
EARNEST Partners
1829
EARNEST Partners
Georgia
$40K
PFA
1830
Professional Financial Advisors
Nebraska
$40K
BCMLT
1831
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K
HC
1832
Hoese & Co
Minnesota
$38K
BWL
1833
Bogart Wealth LLC
Virginia
$37K -$2.88K -19 -7%
MUMSS
1834
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K
IFAM
1835
Institutional & Family Asset Management
Colorado
$34K
RCM
1836
Ravenstone Capital Management
$33.1K
BIA
1837
Bell Investment Advisors
California
$33K +$5.3K +35 +17%
BAM
1838
Baldrige Asset Management
Pennsylvania
$32K -$605 -4 -2%
ACA
1839
Atlas Capital Advisors
Wyoming
$31.6K
HWMA
1840
Heritage Wealth Management (Arizona)
Arizona
$31K +$1.21K +8 +4%
FP
1841
Financial Perspectives
Minnesota
$30.8K
SIS
1842
Sound Income Strategies
Florida
$30K -$908 -6 -3%
CWA
1843
Clearview Wealth Advisors
Oregon
$30K +$151 +1 +0.4%
GA
1844
GoalVest Advisory
New York
$29K -$615K -4,063 -95%
JFGIW
1845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$39.5K -261 -56%
CCA
1846
Column Capital Advisors
Indiana
$29K
SCA
1847
Stuart Chaussee & Associates
California
$28K
TCWA
1848
Ten Capital Wealth Advisors
Washington
$28K +$2.27K +15 +8%
GCGDR
1849
Geo Capital Gestora de Recursos
Brazil
$28K +$3.33K +22 +12%
SA
1850
SRH Advisors
Kansas
$27K -$45.4K -300 -60%