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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1901
AllSquare Wealth Management
New York
$44.2K – – –
WOSD
1902
WFA of San Diego
California
$44.2K +$44.3K +299 New
HC
1903
Hoese & Co
Minnesota
$44K – – –
EARNEST Partners
1904
EARNEST Partners
Georgia
$43.3K – – –
VC
1905
Vestor Capital
Illinois
$43K +$43.6K +294 New
CFG
1906
CKW Financial Group
Hawaii
$41K -$11.1K -75 -21%
HIP
1907
HUB Investment Partners
Texas
$40.9K +$40.9K +276 New
DF
1908
DecisionPoint Financial
Arizona
$40.6K +$40.7K +275 New
BWL
1909
Bogart Wealth LLC
Virginia
$40.4K – – –
GWSA
1910
Global Wealth Strategies & Associates
Colorado
$40.2K +$40.3K +272 New
BIA
1911
Bell Investment Advisors
California
$39.7K +$3.41K +23 +9%
SC
1912
Stephens Consulting
Michigan
$38.1K +$38.2K +258 New
MWM
1913
MinichMacGregor Wealth Management
New York
$37.8K +$37.9K +256 New
IFAM
1914
Institutional & Family Asset Management
Colorado
$37.1K – – –
LAM
1915
Lakewood Asset Management
Illinois
$37K +$36.9K +249 New
BAM
1916
Baldrige Asset Management
Pennsylvania
$35K – – –
ACA
1917
Atlas Capital Advisors
Wyoming
$34.6K – – –
FP
1918
Financial Perspectives
Minnesota
$33.7K – – –
CWA
1919
Clearview Wealth Advisors
Oregon
$33.5K – – –
CHA
1920
Carmichael Hill & Associates
Maryland
$32.8K -$45.9K -310 -58%
GEA
1921
Glen Eagle Advisors
New Jersey
$32.7K +$3.11K +21 +11%
CCA
1922
Column Capital Advisors
Indiana
$32.1K – – –
GA
1923
GoalVest Advisory
New York
$31.5K – – –
PPWM
1924
PFG Private Wealth Management
Florida
$31K +$23.1K +156 +289%
SCA
1925
Stuart Chaussee & Associates
California
$30.7K – – –