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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
1951
Quintet Private Bank (Europe)
Luxembourg
$52K +$47.9K +297 New
C
1952
Covestor
United Kingdom
$52K -$20.7K -128 -30%
EARNEST Partners
1953
EARNEST Partners
Georgia
$51K – – –
VC
1954
Vestor Capital
Illinois
$51K – – –
BSC
1955
Brown Shipley & Co
United Kingdom
$49K +$45.3K +281 New
HC
1956
Hoese & Co
Minnesota
$48.8K – – –
CMP
1957
Coston McIsaac & Partners
Maine
$48K – – –
DF
1958
DecisionPoint Financial
Arizona
$47.9K – – –
GWSA
1959
Global Wealth Strategies & Associates
Colorado
$47.4K – – –
AWM
1960
AllSquare Wealth Management
New York
$47.2K – – –
AA
1961
Addison Advisors
Vermont
$46.9K +$4.84K +30 +13%
SC
1962
Stephens Consulting
Michigan
$44.9K – – –
IFAM
1963
Institutional & Family Asset Management
Colorado
$43.8K – – –
CWA
1964
Clearview Wealth Advisors
Oregon
$43.3K +$1.77K +11 +5%
ACA
1965
Atlas Capital Advisors
Wyoming
$40.8K – – –
GEA
1966
Glen Eagle Advisors
New Jersey
$40.1K +$3.07K +19 +9%
FP
1967
Financial Perspectives
Minnesota
$39.9K – – –
GA
1968
GoalVest Advisory
New York
$39.2K – – –
CHA
1969
Carmichael Hill & Associates
Maryland
$38.7K – – –
CAM
1970
Chesapeake Asset Management
New York
$35.5K -$2.74K -17 -8%
JGIA
1971
Jackson Grant Investment Advisers
Connecticut
$35.4K – – –
IPW
1972
Impact Partnership Wealth
Georgia
$35K +$32.4K +201 New
CCC
1973
Chelsea Counsel Company
California
$34.8K – – –
CPA
1974
Cowen Prime Advisors
New York
$34.8K – – –
HI
1975
Hoey Investments
Pennsylvania
$34.8K – – –