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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1851
Activest Wealth Management
Florida
$9K -$8.36K -50 -47%
PPWM
1852
PFG Private Wealth Management
Florida
$9K +$9.03K +54 New
ACA
1853
Atlas Capital Advisors
Wyoming
$8.04K – – –
HFA
1854
HC Financial Advisors
California
$8K – – –
RG
1855
Retirement Group
California
$8K +$8.36K +50 New
HCM
1856
Horrell Capital Management
Arkansas
$7K – – –
MS
1857
Mizuho Securities
Japan
$7K – – –
GEA
1858
Glen Eagle Advisors
New Jersey
$6.37K – – –
CWC
1859
Carolinas Wealth Consulting
North Carolina
$6K – – –
JIR
1860
James Investment Research
Ohio
$4K – – –
CWA
1861
Carolina Wealth Advisors
South Carolina
$3K – – –
FBT
1862
First Bank & Trust
South Dakota
$3K – – –
FWM
1863
Focused Wealth Management
New York
$3K – – –
HWM
1864
HighMark Wealth Management
Minnesota
$3K – – –
LWA
1865
Lowe Wealth Advisors
Maryland
$3K – – –
MWA
1866
Moser Wealth Advisors
Washington
$3K – – –
AFG
1867
Albion Financial Group
Utah
$2K -$9.2K -55 -86%
SQA
1868
Simon Quick Advisors
New Jersey
$2K -$1.34K -8 -35%
ONST
1869
Old North State Trust
North Carolina
$2K – – –
TFGT
1870
TS Financial Group (TSFG)
Illinois
$2K – – –
JWM
1871
Janiczek Wealth Management
Colorado
$2K +$669 +4 +44%
RTL
1872
Red Tortoise LLC
Georgia
$2K +$2.51K +15 New
CI
1873
Cordant Inc
Oregon
$1K +$1K +6 New
AA
1874
Addison Advisors
Vermont
$1K +$1.34K +8 New
ZIC
1875
ZWJ Investment Counsel
Georgia
– -$39.1M -236,579 Closed