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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2301
Partnership Wealth Management
Maryland
$342K – – –
AWM
2302
Accel Wealth Management
Iowa
$341K -$7.68K -24 -2%
FP
2303
Factorial Partners
New York
$341K -$1.31M -4,100 -80%
GWM
2304
Greenwich Wealth Management
Connecticut
$341K +$16.3K +51 +5%
CAC
2305
Certified Advisory Corp
Florida
$341K +$12.8K +40 +4%
BWM
2306
Baron Wealth Management
Michigan
$341K +$3.52K +11 +1%
MFWP
2307
Mosaic Family Wealth Partners
Missouri
$340K +$322K +1,006 New
AFW
2308
Avantra Family Wealth
Pennsylvania
$340K – – –
FPB
2309
First PREMIER Bank
South Dakota
$340K -$21.5K -67 -6%
AGA
2310
Arkos Global Advisors
Texas
$340K – – –
NAAA
2311
New Age Alpha Advisors
New York
$340K -$6.08K -19 -2%
CPA
2312
Capital Performance Advisors
California
$340K -$151K -472 -32%
IIA
2313
IPG Investment Advisors
California
$339K – – –
BCM
2314
Basso Capital Management
Connecticut
$339K +$320K +1,001 New
MIM
2315
Meridiem Investment Management
United Kingdom
$338K – – –
ACM
2316
Aurdan Capital Management
Pennsylvania
$338K -$3.2K -10 -1%
GJIA
2317
Glass Jacobson Investment Advisors
Maryland
$338K – – –
IAG
2318
Investment Advisory Group
Massachusetts
$338K +$16K +50 +5%
FISPB
2319
Fideuram - Intesa Sanpaolo Private Banking
$338K -$2.88K -9 -0.9%
RAM
2320
Redmond Asset Management
Virginia
$338K -$28.8K -90 -8%
FC
2321
Farringdon Capital
United Kingdom
$338K +$320K +998 New
JFGIW
2322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$337K -$24K -75 -7%
HWA
2323
Heartwood Wealth Advisors
Virginia
$336K – – –
AIA
2324
Allied Investment Advisors
Montana
$335K – – –
ACG
2325
Allen Capital Group
Nebraska
$335K +$22.7K +71 +8%
91 92
93
94 95