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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1051
Carroll Financial Associates
North Carolina
$295K +$47.8K +535 +19%
PP
1052
Palladium Partners
Virginia
$293K -$8.93K -100 -3%
BA
1053
Boston Advisors
Massachusetts
$293K +$31.3K +350 +12%
CCA
1054
Checchi Capital Advisers
California
$293K +$73.8K +826 +34%
PHAM
1055
Palisades Hudson Asset Management
Florida
$288K – – –
NIM
1056
NuWave Investment Management
New Jersey
$288K +$282K +3,157 +7,016%
1GA
1057
1st Global Advisors
Texas
$285K -$6.07K -68 -2%
OA
1058
Oxbow Advisors
Texas
$283K – – –
CYG
1059
Clean Yield Group
Vermont
$282K -$42.8K -479 -13%
FHA
1060
First Horizon Advisors
Tennessee
$279K -$357 -4 -0.1%
SI
1061
SII Investments
Wisconsin
$276K -$2.23K -25 -0.8%
RIL
1062
Rothschild Investment LLC
Illinois
$276K – – –
VFS
1063
VSR Financial Services
Kansas
$276K +$30.4K +340 +12%
BCM
1064
BTR Capital Management
California
$275K – – –
TCM
1065
TD Capital Management
Tennessee
$274K – – –
MAM
1066
Marquette Asset Management
Minnesota
$272K -$11.2K -125 -4%
BO
1067
Bank OZK
Arkansas
$271K +$269K +3,009 New
ICOA
1068
Investment Centers of America
North Dakota
$271K +$321K +3,588 New
MIP
1069
Marietta Investment Partners
Wisconsin
$270K – – –
VCM
1070
Violich Capital Management
California
$270K – – –
SGAM
1071
Steinberg Global Asset Management
Florida
$267K – – –
MAA
1072
Mraz Amerine & Associates
California
$262K +$1.97K +22 +0.8%
Mariner
1073
Mariner
Kansas
$261K -$483K -5,406 -65%
PCM
1074
Parsons Capital Management
Rhode Island
$261K – – –
HH
1075
Hilltop Holdings
Texas
$259K -$7.95K -89 -3%