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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
1101
Heritage Wealth Advisors
Virginia
$208K +$206K +2,634 New
AAC
1102
Asset Advisors Corp
Georgia
$206K – – –
Bridgeway Capital Management
1103
Bridgeway Capital Management
Texas
$206K +$203K +2,600 New
NPA
1104
Nichols & Pratt Advisers
Massachusetts
$206K +$203K +2,600 New
CA
1105
Capital Advantage
California
$205K -$20.4K -261 -9%
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$205K – – –
WPC
1107
Waters Parkerson & Co
Louisiana
$203K +$201K +2,569 New
FANJ
1108
Financial Architects (New Jersey)
New Jersey
$202K +$3.91K +50 +2%
RCM
1109
RB Capital Management
Nevada
$201K +$199K +2,540 New
GA
1110
Geneva Advisors
Illinois
$200K -$69.4K -888 -26%
Curi RMB Capital
1111
Curi RMB Capital
Illinois
$196K +$193K +2,474 New
AW
1112
Alpha Windward
Massachusetts
$192K -$2.58K -33 -1%
Welch Group
1113
Welch Group
Alabama
$185K -$6.88K -88 -4%
BWA
1114
Burt Wealth Advisors
Maryland
$185K – – –
BTIS
1115
BB&T Investment Services
North Carolina
$184K +$133K +1,704 +250%
WPA
1116
West Paces Advisors
Georgia
$182K – – –
Global Retirement Partners
1117
Global Retirement Partners
California
$181K -$4.22K -54 -2%
AssetMark Inc
1118
AssetMark Inc
California
$179K -$48.2K -616 -21%
SC
1119
SRB Corp
Massachusetts
$178K -$11.2K -143 -6%
CYG
1120
Clean Yield Group
Vermont
$175K +$173K +2,212 New
EA
1121
Edge Advisors
Georgia
$174K +$30.6K +391 +22%
RIM
1122
Rampart Investment Management
Connecticut
$168K +$166K +2,127 New
LA
1123
Legacy Advisors
Pennsylvania
$164K – – –
KTC
1124
Kistler-Tiffany Companies
Pennsylvania
$162K -$13.5K -173 -8%
Simon Quick Advisors
1125
Simon Quick Advisors
New Jersey
$158K – – –