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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1026
WP Advisors
California
$494K +$1.88K +18 +0.3%
Capstone Investment Advisors
1027
Capstone Investment Advisors
New York
$493K +$514K +4,912 +1,875%
EWM
1028
Evermay Wealth Management
Virginia
$492K +$144K +1,380 +36%
FAM
1029
Fred Alger Management
New York
$489K +$523K +5,000 +3,759%
AL
1030
Arnhold LLC
New York
$488K
HCM
1031
Hall Capital Management
Rhode Island
$478K +$525K +5,017 New
HAI
1032
Hennessy Advisors Inc
California
$477K -$837K -8,000 -62%
FCCM
1033
First City Capital Management
Georgia
$475K -$1.57K -15 -0.3%
DCM
1034
Donaldson Capital Management
Indiana
$474K -$103K -983 -17%
AF
1035
Arrow Financial
New York
$473K
HCMNY
1036
Howard Capital Management (New York)
New York
$473K
IA
1037
IFP Advisors
Florida
$472K -$95.9K -917 -16%
CAM
1038
Cresset Asset Management
Illinois
$472K +$518K +4,950 New
FSA
1039
Fort Sheridan Advisors
Illinois
$467K +$512K +4,897 New
AF
1040
Advisornet Financial
Minnesota
$466K -$14.8K -141 -3%
XS
1041
XR Securities
Illinois
$454K +$498K +4,759 New
RIL
1042
Rothschild Investment LLC
Illinois
$453K
V
1043
VeraBank
Texas
$452K +$496K +4,743 New
KFS
1044
Kurt F. Somerville
$448K -$62.8K -600 -11%
BJL
1045
Brighton Jones LLC
Washington
$448K -$837 -8 -0.2%
MFG
1046
Magnus Financial Group
New York
$446K +$489K +4,674 New
TPWA
1047
TRUE Private Wealth Advisors
Oregon
$445K +$732 +7 +0.1%
GAM
1048
Garrison Asset Management
Arkansas
$443K -$31.4K -300 -6%
SC
1049
Schulhoff & Co
Ohio
$443K
AIC
1050
Ameritas Investment Company
Nebraska
$443K +$486K +4,649 New