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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RC
701
RBF Capital
California
$961K – – –
WC
702
Woodstock Corp
Massachusetts
$958K -$35.7K -555 -4%
IA
703
Icon Advisers
Colorado
$954K – – –
PH
704
Pinnacle Holdings
Oklahoma
$953K -$11.4K -177 -1%
BEAM
705
Baker Ellis Asset Management
Washington
$951K +$29.6K +461 +3%
DADC
706
D.A. Davidson & Co
Montana
$939K -$587K -9,143 -38%
FWCM
707
Ferguson Wellman Capital Management
Oregon
$930K -$99.6K -1,550 -10%
MAM
708
Meeder Asset Management
Ohio
$920K +$923K +14,360 New
AF
709
Arrow Financial
New York
$919K -$104K -1,625 -10%
SBIA
710
Sheaff Brock Investment Advisors
Indiana
$919K +$128 +2 +0%
FNBT
711
FineMark National Bank & Trust
Florida
$915K -$90.1K -1,403 -9%
TCOV
712
Trust Company of Vermont
Vermont
$908K -$12.3K -191 -1%
AP
713
Advisor Partners
California
$908K +$30.2K +470 +3%
LSV Asset Management
714
LSV Asset Management
Illinois
$902K -$174K -2,708 -16%
GCAC
715
Guardian Capital Advisors (Canada)
Ontario, Canada
$902K +$96.5K +1,502 +12%
CG
716
Caprock Group
Idaho
$886K +$70.1K +1,091 +9%
MNBTD
717
Moody National Bank Trust Division
Texas
$876K – – –
W
718
Wealthfront
California
$874K +$210K +3,267 +31%
SSA
719
Schonfeld Strategic Advisors
New York
$868K +$871K +13,554 New
SSWM
720
Smith Salley Wealth Management
North Carolina
$855K – – –
YIA
721
YHB Investment Advisors
Connecticut
$854K -$63K -981 -7%
TIM
722
Thompson Investment Management
Wisconsin
$853K – – –
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$851K -$128K -1,994 -13%
CT
724
Coastline Trust
Rhode Island
$840K – – –
SJIM
725
St. Johns Investment Management
Florida
$838K +$10.3K +160 +1%