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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WC
701
Woodstock Corp
Massachusetts
$958K -$35.7K -555 -4%
IA
702
Icon Advisers
Colorado
$954K
PH
703
Pinnacle Holdings
Oklahoma
$953K -$11.4K -177 -1%
BEAM
704
Baker Ellis Asset Management
Washington
$951K +$29.6K +461 +3%
DADC
705
D.A. Davidson & Co
Montana
$939K -$587K -9,143 -38%
FWCM
706
Ferguson Wellman Capital Management
Oregon
$930K -$99.6K -1,550 -10%
MAM
707
Meeder Asset Management
Ohio
$920K +$923K +14,360 New
AF
708
Arrow Financial
New York
$919K -$104K -1,625 -10%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$919K +$128 +2 +0%
FNBT
710
FineMark National Bank & Trust
Florida
$915K -$90.1K -1,403 -9%
TCOV
711
Trust Company of Vermont
Vermont
$908K -$12.3K -191 -1%
AP
712
Advisor Partners
California
$908K +$30.2K +470 +3%
LSV Asset Management
713
LSV Asset Management
Illinois
$902K -$174K -2,708 -16%
GCAC
714
Guardian Capital Advisors (Canada)
Ontario, Canada
$902K +$96.5K +1,502 +12%
CG
715
Caprock Group
Idaho
$886K +$70.1K +1,091 +9%
MNBTD
716
Moody National Bank Trust Division
Texas
$876K
W
717
Wealthfront
California
$874K +$210K +3,267 +31%
SSA
718
Schonfeld Strategic Advisors
New York
$868K +$871K +13,554 New
SSWM
719
Smith Salley Wealth Management
North Carolina
$855K
YIA
720
YHB Investment Advisors
Connecticut
$854K -$63K -981 -7%
TIM
721
Thompson Investment Management
Wisconsin
$853K
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$851K -$128K -1,994 -13%
CT
723
Coastline Trust
Rhode Island
$840K
SJIM
724
St. Johns Investment Management
Florida
$838K +$10.3K +160 +1%
ANRIA
725
American National Registered Investment Advisor
Texas
$835K