AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICOM
1201
Investment Counselors of Maryland
Maryland
$18K – – –
ST
1202
SpiderRock Trading
Illinois
$18K – – –
FIG
1203
Fusion Investment Group
Pennsylvania
$17K – – –
TF
1204
Trutina Financial
Washington
$16K +$15.9K +178 New
CFA
1205
CT Financial Advisors
Pennsylvania
$15.6K +$17.9K +200 New
TIM
1206
Tortoise Investment Management
New York
$15K – – –
PSI
1207
Pinnacle Summer Investments
Virginia
$15K +$4.56K +51 +41%
PSC
1208
Prentiss Smith & Co
Vermont
$14K – – –
CAW
1209
Cornerstone Advisors (Washington)
Washington
$13K +$3.13K +35 +33%
AC
1210
Alexandria Capital
Virginia
$12K – – –
TWM
1211
Torch Wealth Management
Ohio
$12K – – –
NYLT
1212
New York Life Trust
New York
$11K -$196K -2,191 -95%
AFIA
1213
America First Investment Advisors
Nebraska
$11K -$26.8K -300 -71%
LWM
1214
LBA Wealth Management
Florida
$11K -$9.38K -105 -46%
WA
1215
Waverly Advisors
Alabama
$10K -$40.5K -453 -80%
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$9K +$8.93K +100 New
ECM
1217
ETrade Capital Management
Virginia
$8K -$8.4K -94 -50%
HCM
1218
Horrell Capital Management
Arkansas
$4K – – –
MA
1219
MCF Advisors
Kentucky
$4K – – –
BCMIO
1220
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
CFA
1221
Camarda Financial Advisors
Florida
$2K +$1.7K +19 New
FPCG
1222
Fort Pitt Capital Group
Pennsylvania
$477 -$89 -1 -17%
LPC
1223
Lone Pine Capital
Connecticut
– -$399M -4,392,879 Closed
TP
1224
Theleme Partners
United Kingdom
– -$151M -1,669,000 Closed
WP
1225
Wedgewood Partners
Missouri
– -$136M -1,501,341 Closed
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