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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1901
Bellevue Asset Management
Washington
$49K
PFA
1902
Professional Financial Advisors
Nebraska
$49K
WB
1903
West Bancorporation
Iowa
$49K +$51.2K +300 New
EARNEST Partners
1904
EARNEST Partners
Georgia
$48K
IFAM
1905
Institutional & Family Asset Management
Colorado
$46K -$57.6K -338 -54%
HIM
1906
Hillsdale Investment Management
Ontario, Canada
$46K -$56.1K -329 -54%
HC
1907
Hoese & Co
Minnesota
$46K +$13.6K +80 +40%
BA
1908
Bivin & Associates
Oklahoma
$45K +$46.6K +273 New
CFRPA
1909
Castle Financial & Retirement Planning Associates
New Jersey
$43K +$37.5K +220 New
CWM
1910
Cranbrook Wealth Management
Michigan
$42K -$7.5K -44 -15%
RCM
1911
Ravenstone Capital Management
$40.1K
TCCM
1912
Timber Creek Capital Management
Massachusetts
$40K -$8.53K -50 -17%
BAM
1913
Baldrige Asset Management
Pennsylvania
$40K +$682 +4 +2%
CMA
1914
Cedar Mountain Advisors
Oregon
$39K -$8.36K -49 -17%
GCGDR
1915
Geo Capital Gestora de Recursos
Brazil
$39K +$4.09K +24 +11%
CCA
1916
Column Capital Advisors
Indiana
$38K -$3.07K -18 -7%
LAS
1917
Lloyd Advisory Services
Georgia
$38K
FPWM
1918
FSB Premier Wealth Management
Iowa
$38K +$40.2K +236 New
FP
1919
Financial Perspectives
Minnesota
$37.2K
CWA
1920
Clearview Wealth Advisors
Oregon
$37K
SIS
1921
Sound Income Strategies
Florida
$37K
HNWAG
1922
High Net Worth Advisory Group
Florida
$37K +$38.9K +228 New
RIM
1923
Rockbridge Investment Management
New York
$36K
OA
1924
Operose Advisors
Wisconsin
$35K +$36.7K +215 New
CPA
1925
Cowen Prime Advisors
New York
$33K