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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1926
Hillsdale Investment Management
Ontario, Canada
$74.6K -$35.5K -220 -34%
BHWM
1927
Bay Harbor Wealth Management
Maryland
$72.3K -$4.84K -30 -7%
JFGIW
1928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.6K +$6.45K +40 +11%
GG
1929
Gleason Group
Kentucky
$70.1K +$161 +1 +0.2%
BCFD
1930
Boit C.F. David
$69.7K
FMB
1931
Field & Main Bank
Kentucky
$69.7K
SWA
1932
Sutton Wealth Advisors
Florida
$68.5K -$2.58K -16 -4%
POIA
1933
Pin Oak Investment Advisors
Texas
$68K
CFD
1934
Creative Financial Designs
Indiana
$66.6K
CP
1935
Castleview Partners
Texas
$66.5K
IWMWV
1936
Ironwood Wealth Management (West Virginia)
West Virginia
$64.4K
TC
1937
Tacita Capital
Ontario, Canada
$63K
NIC
1938
Northwest Investment Counselors
Oregon
$62.9K
LF
1939
Lee Financial
Texas
$62.4K
RAM
1940
Riggs Asset Management
Pennsylvania
$61.1K +$161 +1 +0.3%
HCM
1941
Highlander Capital Management
New Jersey
$61K
SIS
1942
Sound Income Strategies
Florida
$60.4K
PB
1943
Pinnacle Bancorp
Nebraska
$59.2K -$4.84K -30 -8%
RDFA
1944
Ritter Daniher Financial Advisory
Ohio
$56.6K
BIA
1945
Bell Investment Advisors
California
$55.2K +$1.29K +8 +3%
TFP
1946
Tilia Fiduciary Partners
North Carolina
$52.3K
WOSD
1947
WFA of San Diego
California
$52.1K +$48.2K +299 New
QPBE
1948
Quintet Private Bank (Europe)
Luxembourg
$52K +$47.9K +297 New
C
1949
Covestor
United Kingdom
$52K -$20.7K -128 -30%
EARNEST Partners
1950
EARNEST Partners
Georgia
$51K