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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
1951
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K +$35K +211 +137%
RFA
1952
Register Financial Advisors
Georgia
$59.9K -$16.6K -100 -22%
IWMWV
1953
Ironwood Wealth Management (West Virginia)
West Virginia
$59.9K – – –
IGWM
1954
ICA Group Wealth Management
Colorado
$59.7K -$74.5K -449 -55%
NIC
1955
Northwest Investment Counselors
Oregon
$59.5K – – –
LF
1956
Lee Financial
Texas
$59.1K -$39K -235 -40%
TC
1957
Tacita Capital
Ontario, Canada
$59K – – –
HCM
1958
Highlander Capital Management
New Jersey
$58K – – –
RAM
1959
Riggs Asset Management
Pennsylvania
$57.8K -$16.6K -100 -22%
SIS
1960
Sound Income Strategies
Florida
$57.2K – – –
FCG
1961
Financial Connections Group
California
$55K -$88.9K -536 -62%
RDFA
1962
Ritter Daniher Financial Advisory
Ohio
$53.6K -$7.46K -45 -12%
BIA
1963
Bell Investment Advisors
California
$51K +$6.64K +40 +15%
TFP
1964
Tilia Fiduciary Partners
North Carolina
$49.5K +$22.2K +134 +81%
AWM
1965
AllSquare Wealth Management
New York
$49.3K – – –
HC
1966
Hoese & Co
Minnesota
$48.7K – – –
EARNEST Partners
1967
EARNEST Partners
Georgia
$48.3K – – –
VC
1968
Vestor Capital
Illinois
$48K -$664 -4 -1%
CMP
1969
Coston McIsaac & Partners
Maine
$46K +$23.1K +139 +99%
DF
1970
DecisionPoint Financial
Arizona
$45.4K – – –
GWSA
1971
Global Wealth Strategies & Associates
Colorado
$44.9K – – –
M1FG
1972
Mach-1 Financial Group
Arkansas
$43.7K +$44K +265 New
SC
1973
Stephens Consulting
Michigan
$42.6K – – –
IFAM
1974
Institutional & Family Asset Management
Colorado
$41.4K – – –
AA
1975
Addison Advisors
Vermont
$39.4K +$12.3K +74 +45%