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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
851
Independent Order of Foresters
Ontario, Canada
$468K
MHIC
852
Marble Harbor Investment Counsel
Massachusetts
$462K
BCM
853
Bayesian Capital Management
New York
$462K +$482K +7,609 New
TCM
854
Tradition Capital Management
New Jersey
$460K -$13.9K -220 -3%
PCM
855
Penserra Capital Management
California
$455K +$43.9K +693 +10%
Diamond Hill Capital Management
856
Diamond Hill Capital Management
Ohio
$452K -$338K -5,337 -42%
TF
857
Tompkins Financial
New York
$452K -$58.6K -925 -11%
LGC
858
Laurel Grove Capital
California
$450K +$34.8K +550 +8%
SC
859
Savant Capital
Illinois
$448K +$4.43K +70 +1%
CCM
860
Compton Capital Management
Rhode Island
$437K +$22.2K +350 +5%
PAI
861
Pittenger & Anderson Inc
Nebraska
$432K -$211K -3,325 -32%
RG
862
Rathbones Group
United Kingdom
$432K -$149K -2,350 -25%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$432K +$19.1K +302 +4%
JIC
864
Joel Isaacson & Co
New York
$431K -$171K -2,703 -28%
WSTAM
865
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$3.17K -50 -0.7%
BWM
866
Braver Wealth Management
Massachusetts
$428K -$25.4K -401 -5%
CAM
867
Cypress Asset Management
Texas
$427K -$942K -14,875 -68%
AI
868
Atria Investments
North Carolina
$427K -$133K -2,092 -23%
JWM
869
Jacobus Wealth Management
Wisconsin
$425K -$36.4K -575 -8%
DW
870
Domani Wealth
Pennsylvania
$425K -$13.6K -215 -3%
BAM
871
Boyar Asset Management
New York
$420K
HFM
872
Hartford Financial Management
Connecticut
$419K
AIM
873
Arcadia Investment Management
Michigan
$413K -$264K -4,163 -38%
SCA
874
Sippican Capital Advisors
Massachusetts
$412K +$7.92K +125 +2%
WT
875
Washington Trust
Rhode Island
$411K -$2.22K -35 -0.5%