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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1101
Tortoise Investment Management
New York
$13K
EU
1102
Emory University
Georgia
$12K
NC
1103
NewSquare Capital
Pennsylvania
$12K
PSC
1104
Prentiss Smith & Co
Vermont
$11K
AC
1105
Alexandria Capital
Virginia
$10K -$1.5K -20 -13%
PSI
1106
Pinnacle Summer Investments
Virginia
$9K -$7.15K -95 -44%
UB
1107
UMB Bank
Missouri
$8.03K +$777K +10,323 +11%
RIA
1108
Regal Investment Advisors
Michigan
$8K -$11.3K -150 -60%
CAW
1109
Cornerstone Advisors (Washington)
Washington
$8K
CPS
1110
Counsel Portfolio Services
Ontario, Canada
$4.57K +$923K +12,275 +25%
PIM
1111
Profit Investment Management
Maryland
$3.24K -$384K -5,103 -11%
LWA
1112
Lenox Wealth Advisors
New York
$3K -$15K -200 -83%
HCM
1113
Horrell Capital Management
Arkansas
$3K
PFO
1114
Pathstone Family Office
New Jersey
$2K +$2.18K +29 New
EFS
1115
Essex Financial Services
Connecticut
$1.15K -$12.9K -172 -1%
Victory Capital Management
1116
Victory Capital Management
Texas
$1K +$1.66K +22 New
FPCG
1117
Fort Pitt Capital Group
Pennsylvania
$435 +$75 +1 +20%
N
1118
Natixis
France
-$63.9M -855,280 Closed
OCAM
1119
Onex Canada Asset Management
Ontario, Canada
-$17.4M -221,770 Closed
KWILP
1120
Kiwi Wealth Investments Limited Partnership
New Zealand
-$11.9M -158,543 Closed
NMERB
1121
New Mexico Educational Retirement Board
New Mexico
-$11.4M -152,813 Closed
Alyeska Investment Group
1122
Alyeska Investment Group
Illinois
-$11.2M -150,000 Closed
AIA
1123
Affinity Investment Advisors
California
-$9.69M -129,621 Closed
FG
1124
FSI Group
Ohio
-$7.85M -105,000 Closed
CCM
1125
Check Capital Management
California
-$6.44M -86,167 Closed