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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
IH
976
IFC Holdings
Florida
$545K -$150K -1,577 -22%
SBH
977
Segall Bryant & Hamill
Illinois
$544K -$9.33K -98 -2%
BP
978
Ballentine Partners
Massachusetts
$543K -$353K -3,710 -40%
SCM
979
Stellar Capital Management
Arizona
$543K -$31K -325 -6%
PFS
980
Prospera Financial Services
Texas
$540K +$7.91K +83 +2%
MCM
981
Manchester Capital Management
Vermont
$537K – – –
RA
982
RFG Advisory
Alabama
$536K -$13.8K -145 -3%
SCI
983
S&CO Inc
Massachusetts
$536K – – –
RCC
984
Red Cedar Capital
Nebraska
$536K +$514K +5,400 New
MFW
985
Meristem Family Wealth
Minnesota
$534K – – –
AF
986
Arrow Financial
New York
$528K -$22.9K -240 -4%
RG
987
Rathbones Group
United Kingdom
$525K -$248K -2,600 -33%
BC
988
Brinker Capital
Pennsylvania
$525K -$13.6K -143 -3%
EHC
989
Everett Harris & Co
California
$522K – – –
BSA
990
Braun Stacey Associates
New York
$521K +$54.8K +575 +12%
HFS
991
Haverford Financial Services
Pennsylvania
$520K – – –
HCMNY
992
Howard Capital Management (New York)
New York
$518K -$2.38K -25 -0.5%
ERIM
993
Eagle Ridge Investment Management
Connecticut
$516K +$9.52K +100 +2%
WA
994
WP Advisors
California
$515K -$14.6K -153 -3%
S
995
SignatureFD
Georgia
$515K +$44.7K +469 +10%
WPP
996
Whalerock Point Partners
Rhode Island
$507K +$33.3K +350 +7%
SFA
997
Sequoia Financial Advisors
Ohio
$503K +$130K +1,370 +37%
SWMG
998
Signature Wealth Management Group
Georgia
$503K +$482K +5,065 New
CAM
999
Close Asset Management
United Kingdom
$497K -$262K -2,750 -35%
BFC
1000
Blue Fin Capital
Rhode Island
$497K -$132K -1,388 -22%