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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1026
Profit Investment Management
Maryland
$214K – – –
CIP
1027
Champlain Investment Partners
Vermont
$213K – – –
SMH
1028
Sanders Morris Harris
Texas
$212K -$6.71K -106 -3%
GW
1029
GW & Wade
Massachusetts
$212K – – –
RMDI
1030
R.M. Davis Inc
Maine
$212K +$221K +3,485 New
WCM
1031
Weik Capital Management
Pennsylvania
$211K – – –
IWMPD
1032
Integrated Wealth Management (Palm Desert)
California
$209K -$4.81K -76 -2%
MAM
1033
Marquette Asset Management
Minnesota
$209K +$218K +3,436 New
BL
1034
Balentine LLC
Georgia
$208K +$9.57K +151 +5%
CSA
1035
Cottage Street Advisors
Massachusetts
$207K – – –
FHC
1036
First Heartland Consultants
Missouri
$207K – – –
TA
1037
Tiedemann Advisors
New York
$207K – – –
IIA
1038
IPG Investment Advisors
California
$207K – – –
GS
1039
GAM Systematic
United Kingdom
$204K +$213K +3,356 New
BO
1040
Bank OZK
Arkansas
$203K – – –
NCM
1041
Nelson Capital Management
California
$201K -$95K -1,500 -31%
RCM
1042
Riverhead Capital Management
Delaware
$199K -$8.79M -138,807 -92%
AssetMark Inc
1043
AssetMark Inc
California
$195K +$1.84K +29 +0.9%
GLI
1044
Guardian Life Insurance
New York
$187K -$1.39K -22 -0.7%
PSC
1045
Prentiss Smith & Co
Vermont
$181K +$189K +2,976 New
HDIM
1046
Hanson & Doremus Investment Management
Vermont
$172K – – –
SNT
1047
Security National Trust
West Virginia
$171K – – –
IIC
1048
Integrated Investment Consultants
Michigan
$165K -$24.7K -390 -13%
BWA
1049
Burt Wealth Advisors
Maryland
$164K -$8.49K -134 -5%
Fuller & Thaler Asset Management
1050
Fuller & Thaler Asset Management
California
$164K – – –