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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
1076
First Financial Bank - Trust Division
Ohio
$218K +$204K +2,942 New
CWP
1077
Capital Wealth Planning
Florida
$216K +$202K +2,911 New
BIC
1078
Bridges Investment Counsel
Nebraska
$214K +$201K +2,900 New
AssetMark Inc
1079
AssetMark Inc
California
$213K -$34.3K -495 -15%
MWM
1080
Modera Wealth Management
New Jersey
$213K +$199K +2,873 New
TSWM
1081
Triangle Securities Wealth Management
North Carolina
$213K +$199K +2,876 New
SLT
1082
St Louis Trust
Missouri
$213K +$199K +2,880 New
IIC
1083
Integrated Investment Consultants
Michigan
$212K +$10.4K +150 +6%
CA
1084
Capital Advantage
California
$212K +$198K +2,857 New
CAG
1085
Crestwood Advisors Group
Massachusetts
$212K +$198K +2,861 New
WB
1086
Webster Bank
Connecticut
$212K +$198K +2,864 New
BA
1087
Boston Advisors
Massachusetts
$210K +$196K +2,836 New
AP
1088
Appleton Partners
Massachusetts
$209K +$195K +2,820 New
PIM
1089
Profit Investment Management
Maryland
$208K +$194K +2,805 New
GCIA
1090
Gabelli & Co Investment Advisers
New York
$207K -$69.2K -1,000 -26%
DCM
1091
Decatur Capital Management
Georgia
$206K +$192K +2,775 New
WA
1092
Waverly Advisors
Alabama
$206K +$192K +2,779 New
IDBONY
1093
Israel Discount Bank of New York
New York
$203K +$190K +2,740 New
OA
1094
Oxbow Advisors
Texas
$203K +$190K +2,740 New
PAS
1095
Partnervest Advisory Services
California
$203K +$190K +2,741 New
FCB
1096
First Command Bank
Texas
$201K +$188K +2,722 New
FCFS
1097
First Command Financial Services
Texas
$201K +$188K +2,722 New
MAM
1098
Marquette Asset Management
Minnesota
$200K -$50.7K -732 -21%
PWM
1099
Perigon Wealth Management
California
$196K +$153K +2,215 +943%
GBBWRPM
1100
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$195K +$900 +13 +0.5%