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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DA
1026
Doliver Advisors
Texas
$500K +$491K +4,992 New
CPO
1027
Cerity Partners OCIO
New York
$499K +$55K +559 +13%
QCG
1028
Quadrant Capital Group
Ohio
$498K +$23K +234 +5%
GWS
1029
Glassman Wealth Services
Virginia
$497K +$62.7K +637 +15%
IMRF
1030
Illinois Municipal Retirement Fund
Illinois
$496K +$487K +4,947 New
HH
1031
Hilltop Holdings
Texas
$494K -$18.9K -192 -4%
RMCM
1032
Reynders McVeigh Capital Management
Massachusetts
$493K -$1.48K -15 -0.3%
AFC
1033
AFT Forsyth & Company
Florida
$493K
ST
1034
Spinnaker Trust
Maine
$489K
UR
1035
USCA RIA
Texas
$488K -$394 -4 -0.1%
PWPS
1036
Pinnacle Wealth Planning Services
Ohio
$488K +$45.2K +459 +10%
PTP
1037
Platform Technology Partners
New York
$485K -$1.18K -12 -0.2%
EAM
1038
Evanson Asset Management
California
$484K -$10K -102 -2%
Vanguard Personalized Indexing Management
1039
Vanguard Personalized Indexing Management
California
$484K +$209K +2,127 +79%
AIM
1040
Acropolis Investment Management
Missouri
$482K -$21.6K -220 -4%
SAM
1041
S.A. Mason
Michigan
$481K -$295 -3 -0.1%
EH
1042
Equitable Holdings
New York
$479K -$847K -8,605 -64%
CP
1043
Covenant Partners
Tennessee
$479K -$48.2K -490 -9%
BFC
1044
Bedel Financial Consulting
Indiana
$478K -$2.66K -27 -0.6%
IAIM
1045
International Assets Investment Management
Florida
$478K +$47.5K +483 +11%
SFA
1046
Sequoia Financial Advisors
Ohio
$477K -$147K -1,492 -24%
PAS
1047
Park Avenue Securities
New York
$475K -$25K -254 -5%
I
1048
INVST
Indiana
$475K +$52.2K +531 +13%
SFS
1049
Sowell Financial Services
Arkansas
$472K -$67.9K -690 -13%
RC
1050
RegentAtlantic Capital
New Jersey
$472K -$31.3K -318 -6%