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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1201
CKW Financial Group
Hawaii
$34K – – –
RFA
1202
Reilly Financial Advisors
California
$33K +$2.97K +33 +10%
CCS
1203
Crosspoint Capital Strategies
California
$32K – – –
GGPS
1204
Gary Goldberg Planning Services
New York
$32K – – –
SMG
1205
Spectrum Management Group
Indiana
$26K – – –
BWFA
1206
Baltimore-Washington Financial Advisors
Maryland
$22K – – –
KPCM
1207
Kings Point Capital Management
New York
$22K – – –
PSI
1208
Pinnacle Summer Investments
Virginia
$22K – – –
PIM
1209
Parasol Investment Management
Illinois
$21K – – –
CPA
1210
Cowen Prime Advisors
New York
$20K +$20.7K +230 New
HTHT
1211
Hemenway Trust Hemenway Trust
New Hampshire
$19K -$13.5K -150 -41%
ZTNA
1212
Zions Trust National Association
Utah
$18K -$19.5K -217 -52%
GXMC
1213
Global X Management Company
New York
$18K -$4.14K -46 -18%
HI
1214
Hudock Inc
Pennsylvania
$18K – – –
ICOM
1215
Investment Counselors of Maryland
Maryland
$18K – – –
MAS
1216
Madden Advisory Services
Florida
$18K – – –
PCC
1217
Park Circle Company
Maryland
$18K – – –
FIG
1218
Fusion Investment Group
Pennsylvania
$16K – – –
JFA
1219
JNBA Financial Advisors
Minnesota
$16K +$4.95K +55 +42%
TIM
1220
Tortoise Investment Management
New York
$15K -$4.5K -50 -23%
AAM
1221
American Asset Management
Florida
$15K +$15.3K +170 New
PCTC
1222
Perkins Coie Trust Company
Washington
$15K +$15.8K +175 New
MA
1223
MCF Advisors
Kentucky
$14K +$9.72K +108 +245%
PSC
1224
Prentiss Smith & Co
Vermont
$13K – – –
AC
1225
Alexandria Capital
Virginia
$13K +$270 +3 +2%