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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1001
Doheny Asset Management
California
$309K – – –
QAM
1002
Quantres Asset Management
Cayman Islands
$309K +$305K +3,900 New
WEC
1003
Winslow Evans & Crocker
Massachusetts
$307K -$58K -742 -16%
WIM
1004
Wittenberg Investment Management
Massachusetts
$305K -$547K -7,000 -64%
Stock Yards Bank & Trust
1005
Stock Yards Bank & Trust
Kentucky
$305K -$55.1K -705 -15%
PHAM
1006
Palisades Hudson Asset Management
Florida
$305K – – –
PL
1007
Parkwood LLC
Ohio
$303K -$32.1K -410 -10%
AIM
1008
Aspen Investment Management
Michigan
$303K – – –
SNT
1009
Security National Trust
West Virginia
$301K -$39.1K -500 -12%
LA
1010
LVW Advisors
New York
$301K -$9.46K -121 -3%
WMC
1011
Westwood Management Corporation
Illinois
$301K – – –
VDBMI
1012
Van Den Berg Management I
Texas
$297K – – –
1832 Asset Management
1013
1832 Asset Management
Ontario, Canada
$296K -$10.7M -136,965 -97%
WF
1014
WealthTrust Fairport
Ohio
$293K -$41.4K -530 -13%
DI
1015
Diligent Investors
California
$292K – – –
SWA
1016
Sutton Wealth Advisors
Florida
$292K – – –
LW
1017
Linscomb Wealth
Texas
$291K -$33.6K -430 -10%
ZAM
1018
Zevin Asset Management
Massachusetts
$287K – – –
NewEdge Advisors
1019
NewEdge Advisors
Louisiana
$283K +$10.9K +140 +4%
NA
1020
Nottingham Advisors
New York
$281K – – –
TBA
1021
Train Babcock Advisors
New York
$281K – – –
Sequoia Financial Advisors
1022
Sequoia Financial Advisors
Ohio
$280K -$277K -3,537 -50%
MCTIC
1023
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$280K – – –
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$277K -$15.6K -200 -5%
PFS
1025
Physicians Financial Services
North Carolina
$277K -$3.91K -50 -1%