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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
1201
Fusion Investment Group
Pennsylvania
$17K – – –
TF
1202
Trutina Financial
Washington
$16K +$15.9K +178 New
CFA
1203
CT Financial Advisors
Pennsylvania
$15.6K +$17.9K +200 New
TIM
1204
Tortoise Investment Management
New York
$15K – – –
PSI
1205
Pinnacle Summer Investments
Virginia
$15K +$4.56K +51 +41%
PSC
1206
Prentiss Smith & Co
Vermont
$14K – – –
CAW
1207
Cornerstone Advisors (Washington)
Washington
$13K +$3.13K +35 +33%
AC
1208
Alexandria Capital
Virginia
$12K – – –
TWM
1209
Torch Wealth Management
Ohio
$12K – – –
NYLT
1210
New York Life Trust
New York
$11K -$196K -2,191 -95%
AFIA
1211
America First Investment Advisors
Nebraska
$11K -$26.8K -300 -71%
LWM
1212
LBA Wealth Management
Florida
$11K -$9.38K -105 -46%
WA
1213
Waverly Advisors
Alabama
$10K -$40.5K -453 -80%
MSFP
1214
Mark Sheptoff Financial Planning
Connecticut
$9K +$8.93K +100 New
ECM
1215
ETrade Capital Management
Virginia
$8K -$8.4K -94 -50%
HCM
1216
Horrell Capital Management
Arkansas
$4K – – –
MA
1217
MCF Advisors
Kentucky
$4K – – –
BCMIO
1218
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
CFA
1219
Camarda Financial Advisors
Florida
$2K +$1.7K +19 New
FPCG
1220
Fort Pitt Capital Group
Pennsylvania
$477 -$89 -1 -17%
HP
1221
Hikari Power
Japan
$180 +$179K +2,000 New
LPC
1222
Lone Pine Capital
Connecticut
– -$399M -4,392,879 Closed
TP
1223
Theleme Partners
United Kingdom
– -$151M -1,669,000 Closed
WP
1224
Wedgewood Partners
Missouri
– -$136M -1,501,341 Closed
NFA
1225
Nationwide Fund Advisors
Ohio
– -$70.6M -778,411 Closed
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