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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
2051
One Plus One Wealth Management
Florida
$232K -$301K -1,300 -57%
OSNBOA
2052
Old Second National Bank of Aurora
Illinois
$232K – – –
PCM
2053
Princeton Capital Management
New Jersey
$232K +$11.3K +49 +5%
Marshall Wace
2054
Marshall Wace
United Kingdom
$232K +$116K +500 +100%
AGP
2055
Autumn Glory Partners
Texas
$232K +$232K +1,000 New
NED
2056
Nancy E. Dempze
$232K +$232K +1,000 New
MCM
2057
Monument Capital Management
Virginia
$231K +$7.18K +31 +3%
FMII
2058
Farmers & Merchants Investments Inc
Nebraska
$230K -$926 -4 -0.4%
WCM
2059
Wedge Capital Management
North Carolina
$228K -$33.1K -143 -13%
ACM
2060
AlphaStar Capital Management
North Carolina
$228K +$228K +984 New
AWM
2061
Aprio Wealth Management
Georgia
$227K +$8.57K +37 +4%
MCP
2062
Mirador Capital Partners
California
$227K -$75K -324 -25%
Fidelity International
2063
Fidelity International
Bermuda
$227K -$8.8K -38 -4%
BW
2064
BIP Wealth
Georgia
$227K – – –
NF
2065
NavPoint Financial
Minnesota
$227K – – –
FBT
2066
First Bankers Trust
Kentucky
$227K +$23.2K +100 +11%
ATWA
2067
Arbor Trust Wealth Advisors
Michigan
$227K +$1.16K +5 +0.5%
TSMHT
2068
Thurston Springer Miller Herd & Titak
Indiana
$227K -$4.24M -18,326 -95%
AA
2069
Advisory Alpha
Michigan
$226K +$10.9K +47 +5%
APG
2070
Abacus Planning Group
South Carolina
$226K -$61.6K -266 -21%
AHL
2071
Abel Hall LLC
Louisiana
$226K +$9.03K +39 +4%
CL
2072
COWA LLC
Oklahoma
$226K – – –
FA
2073
Fiduciary Alliance
South Carolina
$225K +$220K +952 New
RFM
2074
Royal Fund Management
Florida
$224K -$3.94K -17 -2%
WFMPM
2075
Woodley Farra Manion Portfolio Management
Indiana
$224K +$5.33K +23 +2%