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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1926
Cowen Prime Advisors
New York
$30K – – –
SA
1927
SRH Advisors
Kansas
$30K – – –
TAIM
1928
TD Ameritrade Investment Management
Nebraska
$30K +$30.1K +203 New
MPCL
1929
My Personal CFO LLC
Washington
$29.7K +$29.8K +201 New
RCM
1930
Ravenstone Capital Management
$29.6K -$6.67K -45 -18%
HI
1931
Hoey Investments
Pennsylvania
$29.6K – – –
TCCM
1932
Timber Creek Capital Management
Massachusetts
$29.6K – – –
CCC
1933
Chelsea Counsel Company
California
$29.6K +$29.6K +200 New
CMA
1934
Cedar Mountain Advisors
Oregon
$29.4K – – –
JGIA
1935
Jackson Grant Investment Advisers
Connecticut
$28.1K – – –
FPB
1936
First PREMIER Bank
South Dakota
$27K – – –
WHG
1937
Westwood Holdings Group
Texas
$26K +$25.9K +175 New
AFS
1938
Annapolis Financial Services
Maryland
$25.1K – – –
GM
1939
GeoWealth Management
Illinois
$25K -$2.81K -19 -10%
EC
1940
Elequin Capital
New York
$24.8K +$24.9K +168 New
MIM
1941
Macroview Investment Management
Maryland
$24.8K +$24.9K +168 New
TFP
1942
Tilia Fiduciary Partners
North Carolina
$24.5K – – –
AA
1943
Addison Advisors
Vermont
$24.4K -$5.19K -35 -18%
RA
1944
Rise Advisors
New York
$23.4K +$148 +1 +0.6%
TSWM
1945
Tyler-Stone Wealth Management
Ohio
$23K – – –
JFGIW
1946
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K -$8.15K -55 -26%
IFA
1947
Interactive Financial Advisors
Illinois
$22.2K – – –
TCM
1948
Tradewinds Capital Management
Washington
$22.2K – – –
PCTC
1949
Perkins Coie Trust Company
Washington
$22.2K – – –
CQS
1950
Credential Qtrade Securities
$21.1K -$4.3K -29 -17%
76 77
78
79 80