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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1901
Marquette Asset Management
Minnesota
$53K – – –
1832 Asset Management
1902
1832 Asset Management
Ontario, Canada
$52K -$718K -4,208 -93%
LFG
1903
Larson Financial Group
Missouri
$52K +$171 +1 +0.3%
C
1904
Covestor
United Kingdom
$51K +$52.5K +308 New
BAM
1905
Bellevue Asset Management
Washington
$49K – – –
PFA
1906
Professional Financial Advisors
Nebraska
$49K – – –
WB
1907
West Bancorporation
Iowa
$49K +$51.2K +300 New
EARNEST Partners
1908
EARNEST Partners
Georgia
$48K – – –
IFAM
1909
Institutional & Family Asset Management
Colorado
$46K -$57.6K -338 -54%
HIM
1910
Hillsdale Investment Management
Ontario, Canada
$46K -$56.1K -329 -54%
HC
1911
Hoese & Co
Minnesota
$46K +$13.6K +80 +40%
BA
1912
Bivin & Associates
Oklahoma
$45K +$46.6K +273 New
CFRPA
1913
Castle Financial & Retirement Planning Associates
New Jersey
$43K +$37.5K +220 New
CWM
1914
Cranbrook Wealth Management
Michigan
$42K -$7.5K -44 -15%
RCM
1915
Ravenstone Capital Management
$40.1K – – –
TCCM
1916
Timber Creek Capital Management
Massachusetts
$40K -$8.53K -50 -17%
BAM
1917
Baldrige Asset Management
Pennsylvania
$40K +$682 +4 +2%
CMA
1918
Cedar Mountain Advisors
Oregon
$39K -$8.36K -49 -17%
GCGDR
1919
Geo Capital Gestora de Recursos
Brazil
$39K +$4.09K +24 +11%
CCA
1920
Column Capital Advisors
Indiana
$38K -$3.07K -18 -7%
LAS
1921
Lloyd Advisory Services
Georgia
$38K – – –
FPWM
1922
FSB Premier Wealth Management
Iowa
$38K +$40.2K +236 New
FP
1923
Financial Perspectives
Minnesota
$37.2K – – –
CWA
1924
Clearview Wealth Advisors
Oregon
$37K – – –
SIS
1925
Sound Income Strategies
Florida
$37K – – –