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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
1201
Taylor Wealth Management Partners
Massachusetts
$89K – – –
FWM
1202
Focused Wealth Management
New York
$88K -$64.1K -808 -42%
WA
1203
WFG Advisors
Texas
$83K -$127K -1,595 -60%
EFSCE
1204
Enterprise Financial Services Corp (EFSC)
Missouri
$83K -$10.9K -137 -11%
SAM
1205
Shamrock Asset Management
Texas
$83K – – –
HCP
1206
Holt Capital Partners
Texas
$82K – – –
KLWA
1207
Kelly Lawrence W & Associates
California
$78K – – –
GWS
1208
Glassman Wealth Services
Virginia
$77K – – –
FAM
1209
Formidable Asset Management
Ohio
$75K – – –
TCCM
1210
Timber Creek Capital Management
Massachusetts
$75K – – –
LS
1211
Lupo Securities
Illinois
$74K -$1.48M -18,615 -95%
RFA
1212
Reilly Financial Advisors
California
$71K -$303K -3,818 -81%
VCM
1213
Vigilant Capital Management
Maine
$66K – – –
WA
1214
WealthTrust-Arizona
Arizona
$66K – – –
NSIM
1215
North Star Investment Management
Illinois
$64K – – –
HA
1216
Harfst & Associates
Wyoming
$63K +$64.3K +810 New
ASN
1217
Advisory Services Network
Georgia
$58K -$89.1K -1,123 -60%
OSNBOA
1218
Old Second National Bank of Aurora
Illinois
$58K – – –
DOA
1219
D'Orazio & Associates
Virginia
$56K – – –
VIA
1220
Vident Investment Advisory
Georgia
$56K +$57.2K +721 New
FA
1221
Financial Advantage
Maryland
$53K – – –
CF
1222
CenterStar Fund
Illinois
$52K – – –
HF
1223
Hoxton Financial
West Virginia
$52K – – –
MBT
1224
Monroe Bank & Trust
Michigan
$51K -$380K -4,784 -88%
OC
1225
Oakworth Capital
Alabama
$51K – – –