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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
801
Lombard Odier Asset Management (Europe)
United Kingdom
$731K -$140K -1,797 -16%
Balentine LLC
802
Balentine LLC
Georgia
$727K -$44.2K -565 -6%
PIM
803
Penobscot Investment Management
Massachusetts
$727K – – –
PC
804
Pecaut & Co
Iowa
$712K -$672K -8,600 -49%
FIG
805
FundX Investment Group
California
$712K – – –
KIA
806
Kopp Investment Advisors
Minnesota
$702K -$26.4K -338 -4%
BAS
807
Brown Advisory Securities
Maryland
$701K -$226K -2,890 -25%
IHL
808
Investment House LLC
California
$698K – – –
SPC
809
Stewart & Patten Company
California
$695K +$687K +8,782 New
BFC
810
Blue Fin Capital
Rhode Island
$691K +$6.57K +84 +1%
EM
811
Excalibur Management
Massachusetts
$687K -$116K -1,480 -15%
IB
812
Intrust Bank
Kansas
$684K -$313 -4 -0%
NPC
813
National Planning Corporation
California
$680K -$34.2K -438 -5%
PWP
814
Private Wealth Partners
California
$674K -$82.1K -1,050 -11%
AAM
815
Autus Asset Management
Arizona
$674K – – –
WSC
816
Wellington Shields & Co
New York
$672K – – –
Maverick Capital
817
Maverick Capital
Texas
$668K -$182M -2,332,189 -100%
Shelton Capital Management
818
Shelton Capital Management
Colorado
$668K -$51.6K -660 -7%
IPAM
819
ICICI Prudential Asset Management
India
$665K – – –
LPC
820
Loeb Partners Corp
New York
$665K – – –
VFA
821
Voya Financial Advisors
Connecticut
$664K +$127K +1,630 +24%
WTB
822
Washington Trust Bank
Washington
$657K -$161K -2,061 -20%
Kingsview Wealth Management
823
Kingsview Wealth Management
Oregon
$657K +$649K +8,300 New
CG
824
Clinton Group
New York
$657K -$8.22M -105,086 -93%
PAM
825
Palisade Asset Management
Minnesota
$653K – – –