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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1076
Evanson Asset Management
California
$240K +$4.95K +68 +2%
Koshinski Asset Management
1077
Koshinski Asset Management
Illinois
$239K +$9.9K +136 +4%
MWAC
1078
Mariner Wealth Advisors (Cincinnati)
Ohio
$239K +$250K +3,431 New
BFA
1079
Benedict Financial Advisors
Georgia
$238K +$364 +5 +0.1%
TA
1080
Tiedemann Advisors
New York
$237K +$248K +3,405 New
SWM
1081
Segment Wealth Management
Texas
$236K -$2.22M -30,547 -90%
WCM
1082
Windsor Capital Management
Arizona
$236K -$63.5K -872 -20%
LBG
1083
Lloyds Banking Group
United Kingdom
$236K -$51.4K -707 -17%
FMLI
1084
Fukoku Mutual Life Insurance
Japan
$236K – – –
CAMG
1085
CWA Asset Management Group
Florida
$234K +$245K +3,364 New
PCM
1086
Parsons Capital Management
Rhode Island
$233K – – –
BO
1087
Bank OZK
Arkansas
$232K -$28.4K -390 -10%
AssetMark Inc
1088
AssetMark Inc
California
$232K +$221K +3,035 +1,005%
RCM
1089
Rotella Capital Management
Washington
$232K +$243K +3,341 New
DE
1090
Day & Ennis
Georgia
$231K +$242K +3,328 New
MAA
1091
Mraz Amerine & Associates
California
$230K – – –
F
1092
Filament
Washington
$230K +$240K +3,300 New
FNBTCON
1093
First National Bank & Trust Co of Newtown
Pennsylvania
$229K – – –
WC
1094
Woodstock Corp
Massachusetts
$227K +$238K +3,267 New
NPIT
1095
National Penn Investors Trust
Pennsylvania
$225K -$2.67M -36,732 -92%
BCMO
1096
Buckingham Capital Management (Ohio)
Ohio
$225K -$12.7K -175 -5%
SFG
1097
SNS Financial Group
Minnesota
$225K -$5.89K -81 -2%
TNBTD
1098
Trustmark National Bank Trust Department
Mississippi
$224K -$964K -13,244 -80%
BHTS
1099
Bar Harbor Trust Services
Maine
$223K – – –
IAS
1100
IMA Advisory Services
Colorado
$223K – – –