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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1026
M&R Capital Management
New Jersey
$320K -$25.8K -300 -8%
ATC
1027
Adirondack Trust Company
New York
$319K – – –
CWA
1028
Cypress Wealth Advisors
California
$318K -$9.63K -112 -3%
ZAM
1029
Zevin Asset Management
Massachusetts
$317K -$1.38K -16 -0.5%
EVM
1030
Evelyn V. Moreno
$317K – – –
FMLI
1031
Fukoku Mutual Life Insurance
Japan
$317K – – –
PFS
1032
Physicians Financial Services
North Carolina
$317K – – –
SIC
1033
Sigma Investment Counselors
Michigan
$316K – – –
LW
1034
Linscomb Wealth
Texas
$315K +$21.9K +255 +8%
AL
1035
AJO LP
Pennsylvania
$314K – – –
CBT
1036
Central Bank & Trust
Kentucky
$314K – – –
MHS
1037
M Holdings Securities
Oregon
$313K +$12.3K +143 +4%
WCM
1038
Weik Capital Management
Pennsylvania
$312K – – –
EWA
1039
EP Wealth Advisors
California
$311K -$11.9K -138 -4%
MFW
1040
Mosaic Family Wealth
Missouri
$311K -$3.7K -43 -1%
HS
1041
HighVista Strategies
Massachusetts
$308K -$51.6K -600 -15%
CSA
1042
Cottage Street Advisors
Massachusetts
$308K – – –
NA
1043
Nottingham Advisors
New York
$308K – – –
NCM
1044
Nelson Capital Management
California
$307K -$859 -10 -0.3%
MCTIC
1045
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$302K -$17.2K -200 -6%
TIA
1046
Tiemann Investment Advisors
California
$301K +$86 +1 +0%
KFS
1047
Kurt F. Somerville
$299K – – –
PG
1048
Patten Group
Tennessee
$299K – – –
TL
1049
Tirschwell & Loewy
New York
$299K – – –
SBWM
1050
Sunflower Bank Wealth Management
Arizona
$298K -$1.38M -16,000 -83%