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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SC
2101
Stephenson & Company
California
$213K – – –
MPM
2102
Meritage Portfolio Management
Kansas
$210K – – –
PD
2103
Planning Directions
Pennsylvania
$210K +$463 +2 +0.2%
DOA
2104
D'Orazio & Associates
Virginia
$209K +$209K +904 New
AWP
2105
Accretive Wealth Partners
New Jersey
$209K +$926 +4 +0.4%
AFA
2106
American Financial Advisors
Georgia
$209K +$463 +2 +0.2%
LA
2107
Latitude Advisors
Florida
$209K -$1.85K -8 -0.9%
DF
2108
DecisionPoint Financial
Arizona
$209K – – –
TF
2109
Talbot Financial
Washington
$208K – – –
AIA
2110
Allied Investment Advisors
Montana
$208K +$208K +900 New
MWM
2111
Marietta Wealth Management
Georgia
$208K +$208K +900 New
WIA
2112
World Investment Advisors
California
$208K +$208K +898 New
KWA
2113
Kellett Wealth Advisors
Ohio
$208K +$208K +898 New
GAB
2114
German American Bancorp
Indiana
$207K +$208K +896 New
FVWA
2115
Foster Victor Wealth Advisors
South Carolina
$207K +$192K +831 New
IB
2116
Intrust Bank
Kansas
$207K -$232 -1 -0.1%
QWM
2117
Quadcap Wealth Management
Texas
$207K +$207K +893 New
PIP
2118
Peachtree Investment Partners
Florida
$207K +$207K +893 New
FHC
2119
First Heartland Consultants
Missouri
$205K +$205K +886 New
NFG
2120
Nations Financial Group
Iowa
$205K +$205K +884 New
WBC
2121
West Branch Capital
Massachusetts
$205K – – –
NEWAS
2122
N.E.W. Advisory Services
Wisconsin
$203K +$203K +877 New
CPSAC
2123
Chas P. Smith & Associates (CPS)
Florida
$202K -$69.5K -300 -26%
GCIM
2124
Gunn & Company Investment Management
Florida
$202K +$202K +874 New
PCA
2125
Prosperity Capital Advisors
Ohio
$202K -$279K -1,206 -58%