AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1051
Neumann Capital Management
California
$264K +$29.1K +400 +12%
CA
1052
Cambridge Advisors
Nebraska
$262K – – –
VDBMI
1053
Van Den Berg Management I
Texas
$261K -$1.82K -25 -0.7%
BHIA
1054
Birch Hill Investment Advisors
Massachusetts
$261K +$20.7K +285 +8%
WPC
1055
Waters Parkerson & Co
Louisiana
$259K -$4.29K -59 -2%
WC
1056
Whitnell & Co
Illinois
$257K -$36.4K -500 -12%
HIM
1057
Hermes Investment Management
United Kingdom
$257K – – –
MWM
1058
Mission Wealth Management
California
$257K +$24.1K +331 +10%
GHAM
1059
Gilman Hill Asset Management
Connecticut
$256K – – –
BCP
1060
Berkeley Capital Partners
Georgia
$256K +$268K +3,688 New
CFA
1061
Carroll Financial Associates
North Carolina
$255K -$24.2K -332 -8%
ST
1062
Spinnaker Trust
Maine
$254K – – –
MC
1063
Maverick Capital
Texas
$253K +$32K +440 +14%
ZAM
1064
Zevin Asset Management
Massachusetts
$251K -$23.8K -327 -8%
CBN
1065
Cadence Bank NA
Texas
$251K -$14.6K -200 -5%
CPO
1066
Cerity Partners OCIO
New York
$251K +$11.4K +156 +5%
SLT
1067
St Louis Trust
Missouri
$250K +$262K +3,600 New
CSA
1068
Cottage Street Advisors
Massachusetts
$249K +$247K +3,400 New
IWMPD
1069
Integrated Wealth Management (Palm Desert)
California
$247K -$842K -11,570 -77%
FNBOH
1070
First National Bank of Hutchinson
Kansas
$247K – – –
DT
1071
Diversified Trust
Tennessee
$246K +$29.1K +400 +13%
PIM
1072
Profit Investment Management
Maryland
$245K -$73.3K -1,008 -22%
BRWA
1073
B. Riley Wealth Advisors
Florida
$243K +$3.86K +53 +2%
FANJ
1074
Financial Architects (New Jersey)
New Jersey
$241K +$2.69K +37 +1%
DAM
1075
Doheny Asset Management
California
$240K – – –
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