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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
2101
Walkner Condon Financial Advisors
Wisconsin
-$224K -1,199 Closed
BWA
2102
Burt Wealth Advisors
Maryland
-$224K -1,197 Closed
DDC
2103
DF Dent & Co
Maryland
-$222K -1,185 Closed
CCP
2104
Carmel Capital Partners
California
-$220K -1,175 Closed
MIM
2105
Montgomery Investment Management
Maryland
-$220K -1,175 Closed
SSCA
2106
South Shore Capital Advisors
Massachusetts
-$220K -1,175 Closed
LB
2107
Leo Brokerage
Texas
-$218K -1,166 Closed
CWM
2108
Connecticut Wealth Management
Connecticut
-$217K -1,160 Closed
GWM
2109
Greenwich Wealth Management
Connecticut
-$216K -1,156 Closed
NQWM
2110
Northwest Quadrant Wealth Management
Oregon
-$215K -1,147 Closed
MWAM
2111
Manhattan West Asset Management
California
-$214K -1,143 Closed
CPA
2112
Capital Planning Advisors
California
-$213K -1,142 Closed
ACP
2113
Aveo Capital Partners
Colorado
-$212K -1,136 Closed
EWA
2114
Exencial Wealth Advisors
Oklahoma
-$212K -1,132 Closed
ACA
2115
Affinity Capital Advisors
California
-$211K -1,131 Closed
AIM
2116
Axiom Investment Management
New York
-$211K -1,130 Closed
CL
2117
COWA LLC
Oklahoma
-$211K -1,129 Closed
DFA
2118
Delta Financial Advisors
Louisiana
-$210K -1,121 Closed
CCM
2119
Chickasaw Capital Management
Tennessee
-$207K -1,105 Closed
CIAS
2120
Capital Investment Advisory Services
North Carolina
-$206K -1,103 Closed
NFG
2121
Nadler Financial Group
Illinois
-$206K -1,102 Closed
ACA
2122
Ackerman Capital Advisors
Texas
-$206K -1,101 Closed
NFG
2123
Nations Financial Group
Iowa
-$206K -1,098 Closed
KCM
2124
Karp Capital Management
California
-$205K -1,097 Closed
VIM
2125
Vista Investment Management
Pennsylvania
-$204K -1,093 Closed