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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
776
Private Wealth Partners
California
$645K
IPC
777
Independent Portfolio Consultants
Florida
$643K -$40.5K -630 -6%
CBU
778
CIBC Bank USA
Illinois
$641K -$10.9K -170 -2%
SOAMC
779
Spirit of America Management Corp
New York
$640K
DW
780
Domani Wealth
Pennsylvania
$640K +$193K +3,000 +43%
AI
781
Atria Investments
North Carolina
$629K +$185K +2,874 +41%
ECM
782
Estabrook Capital Management
New York
$629K -$1.41K -22 -0.2%
CB
783
Community Bank
New York
$628K -$43.3K -674 -6%
GC
784
Grimes & Company
Massachusetts
$628K
EDRE
785
Edmond de Rothschild (Europe)
Luxembourg
$628K +$37.3K +580 +6%
KIA
786
Kopp Investment Advisors
Minnesota
$625K -$98.3K -1,530 -14%
HK
787
Horizon Kinetics
New York
$625K -$56.2K -875 -8%
GVT
788
Genesee Valley Trust
New York
$624K -$1.22K -19 -0.2%
MFW
789
Mosaic Family Wealth
Missouri
$621K -$22.9K -357 -4%
BL
790
Balentine LLC
Georgia
$618K +$401K +6,236 +182%
OA
791
Outfitter Advisors
Virginia
$617K -$30.5K -475 -5%
FMBTD
792
First Midwest Bank Trust Division
Illinois
$613K +$1.67K +26 +0.3%
HCC
793
Hirtle Callaghan & Co
Pennsylvania
$609K
TH
794
TCTC Holdings
Texas
$607K
Bessemer Group
795
Bessemer Group
New Jersey
$604K -$235K -3,661 -28%
PIM
796
Penobscot Investment Management
Massachusetts
$598K
P
797
Pitcairn
Pennsylvania
$597K -$13.1K -204 -2%
MAA
798
Mraz Amerine & Associates
California
$596K
BC
799
Brinker Capital
Pennsylvania
$587K -$33.5K -521 -5%
FPCM
800
Financial Partners Capital Management
New York
$585K +$17.7K +275 +3%