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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1101
Cowen Prime Advisors
New York
$17K – – –
ZTNA
1102
Zions Trust National Association
Utah
$16K – – –
ICOM
1103
Investment Counselors of Maryland
Maryland
$15K – – –
Waverly Advisors
1104
Waverly Advisors
Alabama
$15K +$15.4K +205 New
TIM
1105
Tortoise Investment Management
New York
$13K – – –
EU
1106
Emory University
Georgia
$12K – – –
NC
1107
NewSquare Capital
Pennsylvania
$12K – – –
PSC
1108
Prentiss Smith & Co
Vermont
$11K – – –
AC
1109
Alexandria Capital
Virginia
$10K -$1.5K -20 -13%
PSI
1110
Pinnacle Summer Investments
Virginia
$9K -$7.15K -95 -44%
RIA
1111
Regal Investment Advisors
Michigan
$8K -$11.3K -150 -60%
CAW
1112
Cornerstone Advisors (Washington)
Washington
$8K – – –
LWA
1113
Lenox Wealth Advisors
New York
$3K -$15K -200 -83%
HCM
1114
Horrell Capital Management
Arkansas
$3K – – –
Pathstone Family Office
1115
Pathstone Family Office
New Jersey
$2K +$2.18K +29 New
Victory Capital Management
1116
Victory Capital Management
Texas
$1K +$1.66K +22 New
Fort Pitt Capital Group
1117
Fort Pitt Capital Group
Pennsylvania
$435 +$75 +1 +20%
Natixis
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
New Mexico Educational Retirement Board
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
Check Capital Management
1125
Check Capital Management
California
– -$6.44M -86,167 Closed