AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1151
Community Financial System
New York
$99K – – –
GAM
1152
Gemmer Asset Management
California
$99K +$98.8K +1,106 New
HCP
1153
Holt Capital Partners
Texas
$95K – – –
NSIM
1154
North Star Investment Management
Illinois
$92K +$91.1K +1,020 New
CHC
1155
City Holding Co
West Virginia
$88K – – –
TCCM
1156
Timber Creek Capital Management
Massachusetts
$87K – – –
CAL
1157
Capital Analysts LLC
Pennsylvania
$85.1K – – –
PMFA
1158
Plante Moran Financial Advisors
Michigan
$82K -$62K -694 -43%
FAM
1159
Formidable Asset Management
Ohio
$78K +$53.6K +600 +200%
VCM
1160
Vigilant Capital Management
Maine
$77K +$31.3K +350 +70%
PAS
1161
Partnervest Advisory Services
California
$76K +$1.25K +14 +2%
TFO
1162
Tarbox Family Office
California
$71K – – –
FMII
1163
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
MWP
1164
MYCIO Wealth Partners
Pennsylvania
$70K – – –
TFA
1165
Transamerica Financial Advisors
Florida
$69K -$357 -4 -0.5%
DOA
1166
D'Orazio & Associates
Virginia
$65K – – –
FA
1167
Financial Advantage
Maryland
$61K – – –
BRWM
1168
B. Riley Wealth Management
Tennessee
$61K +$60.7K +680 New
OC
1169
Oakworth Capital
Alabama
$60K – – –
TCM
1170
Tradewinds Capital Management
Washington
$58K – – –
WCM
1171
Wealthcare Capital Management
Virginia
$54K -$5.27K -59 -9%
SAM
1172
Solaris Asset Management
New York
$54K – – –
SAC
1173
Smith Affiliated Capital
New York
$51.8K – – –
HPBT
1174
High Point Bank & Trust
North Carolina
$50K -$9.38K -105 -16%
QAM
1175
QCI Asset Management
New York
$45K -$5.81K -65 -12%
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