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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
401
Dai-ichi Life Insurance Company
Japan
$23.2M +$8.6M +24,040 +62%
HPIA
402
Hamilton Point Investment Advisors
North Carolina
$23.2M -$87.3K -244 -0.4%
BFG
403
Birch Financial Group
New Hampshire
$22.9M +$1.07K +3 +0%
LTI
404
Laffer Tengler Investments
Tennessee
$22.9M +$1.57M +4,393 +8%
OPERF
405
Oregon Public Employees Retirement Fund
Oregon
$22.8M -$166K -463 -0.7%
WAS
406
Wesleyan Assurance Society
United Kingdom
$22.8M -$286K -800 -1%
CWM
407
Calamos Wealth Management
Illinois
$22.7M +$11.8K +33 +0.1%
MWM
408
Moran Wealth Management
Florida
$22.5M -$1.14M -3,190 -5%
PWM
409
Perigon Wealth Management
California
$22.5M +$259K +723 +1%
SFA
410
Sequoia Financial Advisors
Ohio
$22.4M +$1.88M +5,259 +10%
AF
411
Align Financial
Minnesota
$22.2M +$7.94M +22,197 New
YCM
412
Yousif Capital Management
Michigan
$22.1M -$1.86M -5,187 -8%
DK
413
DJE Kapital
Germany
$22.1M +$21.1M +58,977 New
GGS
414
Galvin Gaustad & Stein
Arizona
$21.6M -$2.51M -7,013 -11%
MOACM
415
Mutual of America Capital Management
New York
$21.3M -$408K -1,141 -2%
WIC
416
Willis Investment Counsel
Georgia
$21M +$1.02M +2,863 +5%
NCM
417
Narwhal Capital Management
Georgia
$20.8M -$1.1M -3,068 -5%
GIA
418
GHP Investment Advisors
Colorado
$20.6M -$49.7K -139 -0.2%
ET
419
Equitable Trust
Tennessee
$20.4M -$354K -989 -2%
AAIS
420
ABN AMRO Investment Solutions
$20.3M +$3.11M +8,704 +19%
SAM
421
Silvercrest Asset Management
New York
$20.2M -$733K -2,048 -4%
Group One Trading
422
Group One Trading
Illinois
$20M +$19.4M +54,076 New
TAM
423
Tocqueville Asset Management
New York
$19.9M -$60.8K -170 -0.3%
FGP
424
Foyston, Gordon, & Payne
Ontario, Canada
$19.7M -$772K -2,156 -4%
ACA
425
Anchor Capital Advisors
Massachusetts
$19.7M -$623K -1,740 -3%