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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
851
Montgomery Investment Management
Maryland
$473K +$493K +7,787 New
NGA
852
Naples Global Advisors
Florida
$472K -$25.3K -400 -5%
IIM
853
Ipswich Investment Management
Massachusetts
$472K -$3.67K -58 -0.7%
FCI
854
Financial Counselors Inc
Kansas
$470K -$35.2K -556 -7%
CA
855
Cetera Advisors
Colorado
$470K +$77.1K +1,217 +19%
IOOF
856
Independent Order of Foresters
Ontario, Canada
$468K – – –
MHIC
857
Marble Harbor Investment Counsel
Massachusetts
$462K – – –
BCM
858
Bayesian Capital Management
New York
$462K +$482K +7,609 New
TCM
859
Tradition Capital Management
New Jersey
$460K -$13.9K -220 -3%
PCM
860
Penserra Capital Management
California
$455K +$43.9K +693 +10%
Diamond Hill Capital Management
861
Diamond Hill Capital Management
Ohio
$452K -$338K -5,337 -42%
TF
862
Tompkins Financial
New York
$452K -$58.6K -925 -11%
LGC
863
Laurel Grove Capital
California
$450K +$34.8K +550 +8%
SC
864
Savant Capital
Illinois
$448K +$4.43K +70 +1%
CCM
865
Compton Capital Management
Rhode Island
$437K +$22.2K +350 +5%
PAI
866
Pittenger & Anderson Inc
Nebraska
$432K -$211K -3,325 -32%
RG
867
Rathbones Group
United Kingdom
$432K -$149K -2,350 -25%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$432K +$19.1K +302 +4%
JIC
869
Joel Isaacson & Co
New York
$431K -$171K -2,703 -28%
WSTAM
870
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$3.17K -50 -0.7%
BWM
871
Braver Wealth Management
Massachusetts
$428K -$25.4K -401 -5%
CAM
872
Cypress Asset Management
Texas
$427K -$942K -14,875 -68%
AI
873
Atria Investments
North Carolina
$427K -$133K -2,092 -23%
JWM
874
Jacobus Wealth Management
Wisconsin
$425K -$36.4K -575 -8%
DW
875
Domani Wealth
Pennsylvania
$425K -$13.6K -215 -3%