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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2226
MFA Wealth Advisors
Pennsylvania
$65.1K +$65.1K +281 New
CMP
2227
Coston McIsaac & Partners
Maine
$64K – – –
BHWM
2228
Beaird Harris Wealth Management
Texas
$63.2K -$53.7K -232 -46%
GWSA
2229
Global Wealth Strategies & Associates
Colorado
$63K – – –
AWM
2230
AllSquare Wealth Management
New York
$62.8K – – –
BCMLT
2231
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.7K +$9.96K +43 +19%
C
2232
Covestor
United Kingdom
$62K -$6.02K -26 -9%
WAG
2233
Wiser Advisor Group
Arizona
$60.6K +$463 +2 +0.8%
BP
2234
BNP Paribas
France
$59.7K +$19.2K +83 +47%
IGWM
2235
ICA Group Wealth Management
Colorado
$57.9K -$106K -458 -65%
CHA
2236
Carmichael Hill & Associates
Maryland
$57.7K – – –
GKIM
2237
GW&K Investment Management
Massachusetts
$56K +$12.7K +55 +30%
IFAM
2238
Institutional & Family Asset Management
Colorado
$55.5K -$2.78K -12 -5%
CAS
2239
Coppell Advisory Solutions
Texas
$55.1K +$55.1K +238 New
ACA
2240
Atlas Capital Advisors
Wyoming
$54.2K -$12K -52 -18%
FP
2241
Financial Perspectives
Minnesota
$53.3K – – –
WCM
2242
Winthrop Capital Management
Indiana
$53K – – –
S
2243
Sachetta
Massachusetts
$51.7K +$12K +52 +34%
FG
2244
Fairman Group
Pennsylvania
$50.9K – – –
NC
2245
Nixon Capital
Texas
$50.5K – – –
GEA
2246
Glen Eagle Advisors
New Jersey
$50.5K +$1.62K +7 +3%
GCM
2247
Gables Capital Management
Florida
$47.5K +$38.2K +165 +413%
JGIA
2248
Jackson Grant Investment Advisers
Connecticut
$47K – – –
CIAS
2249
CBIZ Investment Advisory Services
Ohio
$46.3K – – –
CCC
2250
Chelsea Counsel Company
California
$46.3K – – –