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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1101
Birch Hill Investment Advisors
Massachusetts
$270K – – –
DAM
1102
Doheny Asset Management
California
$268K +$273K +3,447 New
NCM
1103
Neumann Capital Management
California
$264K – – –
BFA
1104
Benedict Financial Advisors
Georgia
$263K -$17.5K -221 -6%
EAM
1105
Evanson Asset Management
California
$263K – – –
PCM
1106
Parsons Capital Management
Rhode Island
$260K -$44K -555 -14%
Koshinski Asset Management
1107
Koshinski Asset Management
Illinois
$258K +$1.19K +15 +0.5%
SFG
1108
SNS Financial Group
Minnesota
$257K – – –
FNBTCON
1109
First National Bank & Trust Co of Newtown
Pennsylvania
$256K -$67.4K -850 -20%
BCM
1110
Brookstone Capital Management
Illinois
$256K -$22.6K -285 -8%
MAA
1111
Mraz Amerine & Associates
California
$255K – – –
HVIA
1112
Hudson Valley Investment Advisors
New York
$254K -$59.5K -750 -19%
MWM
1113
Mission Wealth Management
California
$254K +$258K +3,246 New
BDF
1114
Balasa Dinverno & Foltz
$252K -$58.3K -735 -18%
KA
1115
Kovack Advisors
Florida
$251K +$257K +3,234 New
AWP
1116
Ascent Wealth Partners
New York
$250K -$2.1M -26,470 -89%
BHTS
1117
Bar Harbor Trust Services
Maine
$249K -$9.92K -125 -4%
MC
1118
Maverick Capital
Texas
$249K – – –
W
1119
Wealthquest
Ohio
$248K – – –
BOS
1120
Bingham Osborn & Scarborough
California
$248K +$1.67K +21 +0.7%
AI
1121
Accredited Investors
Minnesota
$245K -$635 -8 -0.3%
DT
1122
Diversified Trust
Tennessee
$244K – – –
ACA
1123
Anchor Capital Advisors
Massachusetts
$242K -$3.09K -39 -1%
FANJ
1124
Financial Architects (New Jersey)
New Jersey
$242K +$10.2K +128 +4%
SCM
1125
Stevens Capital Management
Pennsylvania
$241K -$1.5M -18,947 -86%