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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
851
Cypress Wealth Advisors
California
$494K -$80.9K -1,390 -15%
AAM
852
Auxier Asset Management
Oregon
$492K – – –
CBA
853
Coastal Bridge Advisors
Connecticut
$488K -$58 -1 -0%
IAMOG
854
Investors Asset Management of Georgia
Georgia
$487K – – –
TC
855
TradeLink Capital
Illinois
$487K +$7.33K +126 +2%
GF
856
Gerstein Fisher
New York
$482K +$7.62K +131 +2%
TCM
857
Tradition Capital Management
New Jersey
$478K -$1.33M -22,875 -75%
IOOF
858
Independent Order of Foresters
Ontario, Canada
$473K +$94.2K +1,620 +27%
RWA
859
Ropes Wealth Advisors
Massachusetts
$472K -$116K -1,990 -21%
LSV Asset Management
860
LSV Asset Management
Illinois
$472K – – –
ABC
861
Associated Banc-Corp
Wisconsin
$470K +$2.38K +41 +0.5%
MHIC
862
Marble Harbor Investment Counsel
Massachusetts
$467K +$23.3K +400 +6%
JWM
863
Jacobus Wealth Management
Wisconsin
$465K – – –
CBT
864
Central Bank & Trust
Kentucky
$464K -$605K -10,405 -58%
BWM
865
Braver Wealth Management
Massachusetts
$457K +$433K +7,437 New
NPC
866
National Planning Corporation
California
$455K -$170K -2,929 -29%
MFW
867
Meristem Family Wealth
Minnesota
$453K +$5.47K +94 +1%
ATC
868
Argent Trust Co
Tennessee
$453K +$16.9K +290 +4%
SC
869
Savant Capital
Illinois
$449K -$24.7K -425 -5%
DW
870
Domani Wealth
Pennsylvania
$443K +$12.5K +215 +3%
JIM
871
Jensen Investment Management
Oregon
$440K +$417K +7,170 New
SCM
872
SKBA Capital Management
California
$439K -$46.5K -800 -10%
WSTAM
873
Wilbanks Smith & Thomas Asset Management
Virginia
$436K +$9.19K +158 +2%
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$431K -$32K -550 -7%
BAM
875
Boyar Asset Management
New York
$425K – – –