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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1126
Focused Wealth Management
New York
$183K +$90 +1 +0.1%
LWM
1127
Lenox Wealth Management
Ohio
$181K -$28.8K -320 -14%
RFS
1128
Rockefeller Financial Services
New York
$163K +$10.1K +112 +7%
NES
1129
New England Securities
New York
$163K +$24.9K +276 +19%
RI
1130
Redwood Investments
Massachusetts
$161K – – –
WEC
1131
Winslow Evans & Crocker
Massachusetts
$158K – – –
HF
1132
Hoxton Financial
West Virginia
$156K – – –
NSIM
1133
North Star Investment Management
Illinois
$156K +$56.1K +622 +61%
BAM
1134
Brave Asset Management
New Jersey
$152K – – –
FANJ
1135
Financial Architects (New Jersey)
New Jersey
$146K +$139K +1,543 New
BCM
1136
Blume Capital Management
California
$142K – – –
VIM
1137
Veritas Investment Management
United Kingdom
$142K – – –
EWM
1138
Edge Wealth Management
New York
$141K -$22.5K -250 -14%
MBE
1139
Michael B. Elefante
$140K – – –
CHC
1140
City Holding Co
West Virginia
$131K +$46.2K +513 +53%
MFBTD
1141
MB Financial Bank - Trust Department
Illinois
$128K +$122K +1,352 New
IC
1142
IKOS CIF
Cyprus
$122K -$610K -6,771 -84%
CA
1143
CapWealth Advisors
Tennessee
$114K – – –
KLWA
1144
Kelly Lawrence W & Associates
California
$114K – – –
HCM
1145
Highlander Capital Management
New Jersey
$114K – – –
CAL
1146
Capital Analysts LLC
Pennsylvania
$111K +$20.3K +225 +24%
DAM
1147
Delta Asset Management
Tennessee
$111K – – –
GAM
1148
Gemmer Asset Management
California
$106K +$992 +11 +1%
SFSIG
1149
San Francisco Sentry Investment Group
California
$105K -$5.86K -65 -6%
PMFA
1150
Plante Moran Financial Advisors
Michigan
$105K +$17.3K +192 +21%