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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
551
Asset Dedication LLC
California
$2.5M +$239K +2,429 +11%
TCOV
552
Trust Company of Vermont
Vermont
$2.45M +$71.1K +723 +3%
AP
553
Advisor Partners
California
$2.45M -$162K -1,643 -6%
WAM
554
World Asset Management
Michigan
$2.44M -$21K -213 -0.9%
WSCM
555
Wellington Shields Capital Management
New York
$2.42M -$760K -7,729 -24%
FG
556
Fiduciary Group
Georgia
$2.41M -$51.4K -522 -2%
HF
557
HRT Financial
New York
$2.4M -$2.05M -20,792 -46%
FHB
558
First Hawaiian Bank
Hawaii
$2.38M +$17.5K +178 +0.8%
HCM
559
Hutner Capital Management
Vermont
$2.38M -$45.5K -463 -2%
CWM
560
Concentric Wealth Management
California
$2.38M +$17.7K +180 +0.8%
SCI
561
Stableford Capital II
Arizona
$2.37M +$30.1K +306 +1%
CCM
562
Covington Capital Management
California
$2.33M -$18.1K -184 -0.8%
FWIA
563
Fort Washington Investment Advisors
Ohio
$2.33M – – –
BW
564
Bison Wealth
Georgia
$2.33M +$120K +1,224 +6%
AS
565
Altshuler Shaham
Israel
$2.32M – – –
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$2.31M -$38.3K -389 -2%
RC
567
RBF Capital
California
$2.31M – – –
FP
568
Factorial Partners
New York
$2.31M -$423K -4,300 -16%
GIM
569
Grassi Investment Management
California
$2.3M -$9.84K -100 -0.4%
SAIG
570
Semper Augustus Investments Group
Colorado
$2.3M -$25.5K -259 -1%
NEAM
571
New England Asset Management
Connecticut
$2.3M +$9.84K +100 +0.4%
IRF
572
IBM Retirement Fund
New York
$2.29M +$588K +5,977 +35%
KAS
573
Kestra Advisory Services
Texas
$2.26M +$2.21M +22,439 New
CBT
574
Central Bank & Trust
Kentucky
$2.24M -$1.08M -11,025 -33%
Mercer Global Advisors
575
Mercer Global Advisors
Colorado
$2.24M +$96.1K +977 +5%