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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2101
Accretive Wealth Partners
New Jersey
$209K +$926 +4 +0.4%
AFA
2102
American Financial Advisors
Georgia
$209K +$463 +2 +0.2%
LA
2103
Latitude Advisors
Florida
$209K -$1.85K -8 -0.9%
DF
2104
DecisionPoint Financial
Arizona
$209K – – –
TF
2105
Talbot Financial
Washington
$208K – – –
AIA
2106
Allied Investment Advisors
Montana
$208K +$208K +900 New
MWM
2107
Marietta Wealth Management
Georgia
$208K +$208K +900 New
WIA
2108
World Investment Advisors
California
$208K +$208K +898 New
KWA
2109
Kellett Wealth Advisors
Ohio
$208K +$208K +898 New
GAB
2110
German American Bancorp
Indiana
$207K +$208K +896 New
FVWA
2111
Foster Victor Wealth Advisors
South Carolina
$207K +$192K +831 New
IB
2112
Intrust Bank
Kansas
$207K -$232 -1 -0.1%
QWM
2113
Quadcap Wealth Management
Texas
$207K +$207K +893 New
PIP
2114
Peachtree Investment Partners
Florida
$207K +$207K +893 New
NFG
2115
Nations Financial Group
Iowa
$205K +$205K +884 New
WBC
2116
West Branch Capital
Massachusetts
$205K – – –
NEWAS
2117
N.E.W. Advisory Services
Wisconsin
$203K +$203K +877 New
CPSAC
2118
Chas P. Smith & Associates (CPS)
Florida
$202K -$69.5K -300 -26%
GCIM
2119
Gunn & Company Investment Management
Florida
$202K +$202K +874 New
PCA
2120
Prosperity Capital Advisors
Ohio
$202K -$279K -1,206 -58%
CWM
2121
Connecticut Wealth Management
Connecticut
$201K -$142K -612 -41%
LK
2122
Lumbard & Kellner
New Hampshire
$201K +$201K +870 New
DC
2123
DeDora Capital
California
$201K +$201K +868 New
EFM
2124
E Fund Management
China
$200K +$200K +865 New
OP
2125
ORG Partners
Indiana
$199K +$197K +851 New
83 84
85
86 87