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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1876
Bogart Wealth LLC
Virginia
$41K -$25.1K -152 -34%
AWM
1877
AllSquare Wealth Management
New York
$41K – – –
EARNEST Partners
1878
EARNEST Partners
Georgia
$41K – – –
WOSD
1879
WFA of San Diego
California
$41K +$49.4K +299 New
HC
1880
Hoese & Co
Minnesota
$39K – – –
MUMSS
1881
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K – – –
IFAM
1882
Institutional & Family Asset Management
Colorado
$35K -$3.47K -21 -8%
CWM
1883
Cranbrook Wealth Management
Michigan
$35K – – –
SWM
1884
Selective Wealth Management
Virginia
$35K – – –
BAM
1885
Baldrige Asset Management
Pennsylvania
$34K – – –
RCM
1886
Ravenstone Capital Management
$34K – – –
LFG
1887
Larson Financial Group
Missouri
$33K -$12.9K -78 -25%
ACA
1888
Atlas Capital Advisors
Wyoming
$32.4K -$1.5M -9,093 -97%
SIS
1889
Sound Income Strategies
Florida
$32K – – –
FP
1890
Financial Perspectives
Minnesota
$31.6K +$165 +1 +0.4%
HWMA
1891
Heritage Wealth Management (Arizona)
Arizona
$31.2K -$8.09K -49 -18%
CWA
1892
Clearview Wealth Advisors
Oregon
$31K +$165 +1 +0.4%
AIP
1893
Ahrens Investment Partners
Louisiana
$30K – – –
CCA
1894
Column Capital Advisors
Indiana
$30K – – –
SCA
1895
Stuart Chaussee & Associates
California
$29K +$11.9K +72 +53%
BIA
1896
Bell Investment Advisors
California
$29K +$34.9K +211 New
CMA
1897
Cedar Mountain Advisors
Oregon
$28K -$4.63K -28 -12%
CPA
1898
Cowen Prime Advisors
New York
$28K – – –
FPFS
1899
First Personal Financial Services
North Carolina
$28K – – –
HI
1900
Hoey Investments
Pennsylvania
$28K – – –