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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
2076
Better Money Decisions
New Mexico
– -$121K -721 Closed
SFO
2077
Standard Family Office
South Dakota
– -$101K -600 Closed
GGI
2078
Godsey & Gibb Inc
Virginia
– -$80K -480 Closed
APP
2079
Alpha Paradigm Partners
Illinois
– -$75K -450 Closed
MSFP
2080
Mark Sheptoff Financial Planning
Connecticut
– -$75K -450 Closed
RVM
2081
Robinson Value Management
Texas
– -$74K -442 Closed
IF
2082
Ironwood Financial
Arizona
– -$57K -343 Closed
JPLA
2083
Joseph P. Lucia & Associates
New York
– -$48K -289 Closed
DOA
2084
D'Orazio & Associates
Virginia
– -$43K -257 Closed
GWSG
2085
GPS Wealth Strategies Group
Colorado
– -$43K -255 Closed
KIG
2086
Kowal Investment Group
Wisconsin
– -$42K -248 Closed
CPC
2087
Consolidated Planning Corp
Georgia
– -$34K -201 Closed
RA
2088
Resolute Advisors
California
– -$31K -185 Closed
SFP
2089
Sterling Financial Planning
New Jersey
– -$30K -180 Closed
NICM
2090
Neo Ivy Capital Management
New York
– -$14K -146 Closed
GPA
2091
Guidance Point Advisors
Massachusetts
– -$15K -90 Closed
Loomis, Sayles & Company
2092
Loomis, Sayles & Company
Massachusetts
– -$12K -73 Closed
SMG
2093
Spectrum Management Group
Indiana
– -$11K -66 Closed
EWA
2094
Evolution Wealth Advisors
Florida
– -$10K -61 Closed
RTL
2095
Red Tortoise LLC
Georgia
– -$2K -15 Closed
SQA
2096
Simon Quick Advisors
New Jersey
– -$2K -15 Closed
AFG
2097
Albion Financial Group
Utah
– -$2K -9 Closed
CI
2098
Cordant Inc
Oregon
– -$1K -6 Closed
HS
2099
Horan Securities
United States
– +$171 +1 New
CWM
2100
Curi Wealth Management
North Carolina
– +$341 +2 New