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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
NMM
2326
Naples Money Management
Florida
$81.5K – – –
FIM
2327
FWL Investment Management
Texas
$81.4K – – –
FNWA
2328
Financial Network Wealth Advisors
Utah
$80.7K +$1.99K +8 +3%
GWSA
2329
Global Wealth Strategies & Associates
Colorado
$79.7K +$5.48K +22 +8%
RDFA
2330
Ritter Daniher Financial Advisory
Ohio
$79.5K – – –
GKIM
2331
GW&K Investment Management
Massachusetts
$79K +$12.2K +49 +20%
WOSD
2332
WFA of San Diego
California
$78.9K -$1.99K -8 -3%
CAS
2333
Coppell Advisory Solutions
Texas
$77.3K +$11.7K +47 +20%
BHWM
2334
Beaird Harris Wealth Management
Texas
$76.3K +$2.24K +9 +3%
SC
2335
Stephens Consulting
Michigan
$76.2K -$3.49K -14 -5%
HC
2336
Hoese & Co
Minnesota
$75.9K – – –
CMP
2337
Coston McIsaac & Partners
Maine
$75K – – –
OP
2338
ORG Partners
Indiana
$74.6K -$143K -576 -68%
CCA
2339
Criterion Capital Advisors
Tennessee
$74.1K – – –
C
2340
Covestor
United Kingdom
$73K -$498 -2 -0.7%
ACA
2341
Atlas Capital Advisors
Wyoming
$72.1K +$7.97K +32 +14%
WAG
2342
Wiser Advisor Group
Arizona
$71.1K – – –
FAM
2343
Flaharty Asset Management
Florida
$70.6K +$64.7K +260 New
FCMT
2344
Founders Capital Management (Texas)
Texas
$67.8K +$12.4K +50 +25%
GEA
2345
Glen Eagle Advisors
New Jersey
$67.5K +$7.72K +31 +14%
AWM
2346
AllSquare Wealth Management
New York
$66.2K -$6.72K -27 -10%
FWM
2347
FSA Wealth Management
Massachusetts
$65.9K +$60.5K +243 New
NIC
2348
Northwest Investment Counselors
Oregon
$65.4K +$60K +241 New
RFS
2349
Richardson Financial Services
Massachusetts
$65.3K – – –
FP
2350
Financial Perspectives
Minnesota
$62.5K +$249 +1 +0.4%