AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
926
Emerson Investment Management
Massachusetts
$505K +$51.3K +625 +13%
SIM
927
SSI Investment Management
California
$505K +$457K +5,562 New
TL
928
Tirschwell & Loewy
New York
$504K – – –
JFGIW
929
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K -$287K -3,495 -39%
FHC
930
First Heartland Consultants
Missouri
$502K – – –
WPP
931
Whalerock Point Partners
Rhode Island
$501K +$454K +5,522 New
BIC
932
Bridges Investment Counsel
Nebraska
$499K – – –
EWM
933
Endurance Wealth Management
Rhode Island
$498K -$49.3K -600 -10%
WAM
934
Wolverine Asset Management
Illinois
$489K -$255K -3,100 -36%
MBT
935
Montecito Bank & Trust
California
$489K +$162K +1,974 +58%
OCM
936
Osterweis Capital Management
California
$488K – – –
MJRIC
937
Mogy Joel R Investment Counsel
California
$485K – – –
EIM
938
Essex Investment Management
Massachusetts
$484K – – –
CT
939
Cambridge Trust
Massachusetts
$477K -$12.3K -150 -3%
GLI
940
Guardian Life Insurance
New York
$475K -$510K -6,206 -54%
TWA
941
TCI Wealth Advisors
Arizona
$475K +$102K +1,241 +31%
BJL
942
Brighton Jones LLC
Washington
$474K +$167K +2,036 +64%
SMC
943
Smith, Moore & Co
Missouri
$473K +$428K +5,216 New
SC
944
Schulhoff & Co
Ohio
$472K – – –
CWA
945
Constellation Wealth Advisors
New York
$465K -$16.4K -200 -4%
FFBTD
946
First Financial Bank - Trust Division
Ohio
$465K -$16.4K -200 -4%
WIS
947
Wright Investors Service
Connecticut
$464K -$411 -5 -0.1%
BST
948
Bath Savings Trust
Maine
$459K -$4.11K -50 -1%
CAM
949
Cypress Asset Management
Texas
$457K +$32.2K +392 +8%
EVM
950
Evelyn V. Moreno
$454K +$411K +5,000 New
36 37
38
39 40