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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1001
Independent Advisor Alliance
North Carolina
$546K +$40.2K +384 +7%
FPA
1002
First Pacific Advisors
California
$543K -$165M -1,577,445 -100%
NFG
1003
Next Financial Group
Texas
$540K -$1.05M -10,037 -64%
WT
1004
Washington Trust
Rhode Island
$537K
HC
1005
HNP Capital
New York
$536K +$589K +5,625 New
CS
1006
Comerica Securities
Michigan
$532K +$29.2K +279 +5%
CS
1007
Cannell & Spears
New York
$529K
QCM
1008
Quantinno Capital Management
New York
$529K +$580K +5,547 New
BP
1009
Ballentine Partners
Massachusetts
$521K +$2.3K +22 +0.4%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$516K +$50.5K +483 +10%
SSWM
1011
Sheets Smith Wealth Management
North Carolina
$515K -$17.1K -163 -3%
OCM
1012
Osterweis Capital Management
California
$512K -$105K -1,000 -16%
DSC
1013
Duncker Streett & Co
Missouri
$507K -$31.4K -300 -5%
MFW
1014
Meristem Family Wealth
Minnesota
$507K +$3.66K +35 +0.7%
RCC
1015
Red Cedar Capital
Nebraska
$505K
AL
1016
Aspiriant LLC
California
$503K +$44.3K +423 +9%
QI
1017
Qtron Investments
Massachusetts
$503K +$552K +5,277 New
OWA
1018
Outlook Wealth Advisors
Texas
$502K +$55K +526 New
RC
1019
RegentAtlantic Capital
New Jersey
$501K +$118K +1,130 +27%
FI
1020
Fosun International
China
$498K +$184K +1,755 +50%
ERIM
1021
Eagle Ridge Investment Management
Connecticut
$496K
PGCM
1022
Prescott Group Capital Management
Oklahoma
$496K +$73.2K +700 +16%
CWM
1023
Cornerstone Wealth Management
Missouri
$495K +$544K +5,197 New
WA
1024
WP Advisors
California
$494K +$1.88K +18 +0.3%
Capstone Investment Advisors
1025
Capstone Investment Advisors
New York
$493K +$514K +4,912 +1,875%