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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1026
Evelyn V. Moreno
$277K – – –
AL
1027
AJO LP
Pennsylvania
$274K – – –
CA
1028
Continuum Advisory
Idaho
$274K +$271K +3,468 New
SIC
1029
Sigma Investment Counselors
Michigan
$273K -$23.5K -300 -8%
WCM
1030
Weik Capital Management
Pennsylvania
$273K +$7.82K +100 +3%
TPWA
1031
TRUE Private Wealth Advisors
Oregon
$272K -$36.2K -463 -12%
NGA
1032
Naples Global Advisors
Florida
$272K -$34.4K -440 -11%
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$270K +$41.5K +531 +18%
CSA
1034
Cottage Street Advisors
Massachusetts
$269K – – –
NCM
1035
Nelson Capital Management
California
$268K – – –
FFEC
1036
First Financial Equity Corporation
Arizona
$264K +$263K +3,362 New
TIA
1037
Tiemann Investment Advisors
California
$263K -$3.83K -49 -1%
TL
1038
Tirschwell & Loewy
New York
$261K – – –
ZDA
1039
Zweig-DiMenna Associates
New York
$261K +$258K +3,300 New
CL
1040
CPWM LLC
Washington
$259K -$67.2K -859 -21%
London Company of Virginia
1041
London Company of Virginia
Virginia
$259K +$256K +3,277 New
SCM
1042
SKBA Capital Management
California
$257K -$274K -3,500 -52%
PG
1043
Patten Group
Tennessee
$257K – – –
BA
1044
Boston Advisors
Massachusetts
$254K +$29.7K +380 +13%
Verition Fund Management
1045
Verition Fund Management
Connecticut
$254K +$251K +3,207 New
Donaldson Capital Management
1046
Donaldson Capital Management
Indiana
$251K -$16.9K -216 -6%
Accredited Investors
1047
Accredited Investors
Minnesota
$251K +$1.17K +15 +0.5%
SMH
1048
Sanders Morris Harris
Texas
$250K -$1.95K -25 -0.8%
LOAMS
1049
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K +$247K +3,165 New
FNBOH
1050
First National Bank of Hutchinson
Kansas
$248K – – –