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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Concentric Wealth Management
California
$805K +$752K +10,865 New
LC
777
Lincoln Capital
Nebraska
$802K -$26.3K -380 -3%
BAM
778
Berkshire Asset Management
Pennsylvania
$798K -$9.55K -138 -1%
NI
779
Numeric Investors
Massachusetts
$793K +$741K +10,700 New
CEP
780
Chicago Equity Partners
Illinois
$784K +$732K +10,580 New
FNT
781
First National Trust
Pennsylvania
$779K -$71.9K -1,038 -9%
HSA
782
HBK Sorce Advisory
Pennsylvania
$776K -$25.3K -365 -3%
Susquehanna International Group
783
Susquehanna International Group
Pennsylvania
$770K +$720K +10,394 New
TFA
784
Toth Financial Advisory
Virginia
$769K +$719K +10,384 New
WTB
785
Washington Trust Bank
Washington
$768K -$4.08K -59 -0.6%
CG
786
Caprock Group
Idaho
$764K -$244K -3,521 -25%
II
787
IFM Investors
Australia
$763K +$713K +10,304 New
AI
788
Atria Investments
North Carolina
$757K +$27.8K +402 +4%
TCOT
789
Trust Company of Toledo
Ohio
$755K +$4.01K +58 +0.6%
EM
790
Excalibur Management
Massachusetts
$753K -$3.12K -45 -0.4%
CDH
791
Charles D. Hyman
$750K – – –
SB
792
Simmons Bank
Arkansas
$749K -$27.4K -396 -4%
PA
793
Parallel Advisors
California
$748K +$699K +10,092 New
SOAMC
794
Spirit of America Management Corp
New York
$741K – – –
GCC
795
Guardian Capital (Canada)
Ontario, Canada
$733K +$230K +3,326 +51%
IPC
796
Independent Portfolio Consultants
Florida
$731K -$11.6K -167 -2%
QSS
797
Quantitative Systematic Strategies
Florida
$728K +$299K +4,321 +78%
ECM
798
Estabrook Capital Management
New York
$727K – – –
BL
799
Balentine LLC
Georgia
$723K +$6.92K +100 +1%
LWM
800
Lyell Wealth Management
California
$723K +$676K +9,762 New