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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1176
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$159K -1,620 -39%
CL
1177
Choreo LLC
Illinois
$246K +$247K +2,513 New
CA
1178
Centerpoint Advisors
Massachusetts
$245K – – –
HIM
1179
Harbour Investment Management
Washington
$245K – – –
MPIA
1180
Mountain Pacific Investment Advisers
Idaho
$243K – – –
BOS
1181
Bingham Osborn & Scarborough
California
$243K +$6.39K +65 +3%
BHIA
1182
Birch Hill Investment Advisors
Massachusetts
$242K – – –
MFT
1183
Moisand Fitzgerald Tamayo
Florida
$240K – – –
NEGWA
1184
New England Guild Wealth Advisors
Connecticut
$240K – – –
BFA
1185
Beaumont Financial Advisors
Massachusetts
$239K -$29.9K -304 -11%
HDIM
1186
Hanson & Doremus Investment Management
Vermont
$238K -$115K -1,174 -33%
AB
1187
AT Bancorp
Iowa
$238K – – –
CWA
1188
Clarus Wealth Advisors
Arizona
$238K – – –
BG
1189
Bahl & Gaynor
Ohio
$236K -$11.8K -120 -5%
AC
1190
Alexandria Capital
Virginia
$235K -$236K -2,400 -50%
MC
1191
Montag & Caldwell
Georgia
$235K – – –
SFI
1192
SPC Financial Inc
Maryland
$235K – – –
TAM
1193
Trillium Asset Management
Massachusetts
$235K – – –
DCM
1194
Dynamic Capital Management
Jersey
$235K +$236K +2,400 New
SCA
1195
Stonebridge Capital Advisors
Minnesota
$234K – – –
OAM
1196
Oak Asset Management
California
$233K – – –
FFSOTS
1197
Fiduciary Financial Services of The Southwest
Texas
$232K – – –
RCM
1198
RB Capital Management
Nevada
$230K +$786 +8 +0.3%
SFS
1199
Strategic Financial Services
New York
$229K – – –
CIC
1200
Cornercap Investment Counsel
Georgia
$229K +$7.37K +75 +3%