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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
1001
Horizon Investment Services
Indiana
$237K -$2.4M -31,916 -91%
OA
1002
Oxbow Advisors
Texas
$237K – – –
PAG
1003
Pinnacle Advisory Group
Maryland
$233K +$22.6K +300 +11%
BCM
1004
BTR Capital Management
California
$231K – – –
RIL
1005
Rothschild Investment LLC
Illinois
$231K +$7.45K +99 +3%
First Horizon Advisors
1006
First Horizon Advisors
Tennessee
$230K +$229K +3,050 New
BIM
1007
Baldwin Investment Management
Pennsylvania
$229K – – –
UBWV
1008
United Bank (West Virginia)
West Virginia
$229K +$10.5K +140 +5%
MWAC
1009
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K -$56.4K -750 -20%
MIP
1010
Marietta Investment Partners
Wisconsin
$227K – – –
VCM
1011
Violich Capital Management
California
$227K – – –
BOS
1012
Bingham Osborn & Scarborough
California
$225K – – –
PCM
1013
Parsons Capital Management
Rhode Island
$225K +$11.3K +150 +5%
SGAM
1014
Steinberg Global Asset Management
Florida
$224K – – –
SFM
1015
Signature Financial Management
Virginia
$223K +$221K +2,943 New
Guardian Capital (Canada)
1016
Guardian Capital (Canada)
Ontario, Canada
$221K +$9.78K +130 +5%
AP
1017
Appleton Partners
Massachusetts
$220K +$219K +2,909 New
BA
1018
Boston Advisors
Massachusetts
$219K -$107K -1,425 -33%
EP
1019
Elkhorn Partners
Nebraska
$219K – – –
MAA
1020
Mraz Amerine & Associates
California
$218K – – –
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$217K – – –
LSV Asset Management
1022
LSV Asset Management
Illinois
$215K +$215K +2,860 New
Baker Avenue Asset Management
1023
Baker Avenue Asset Management
California
$213K +$212K +2,820 New
AIS
1024
APG Investment Services
Netherlands
$211K – – –
GW&K Investment Management
1025
GW&K Investment Management
Massachusetts
$211K – – –