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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
1201
Lederer & Associates Investment Counsel
California
$204K +$197K +2,195 New
GIM
1202
Greystone Investment Management
Ohio
$203K +$196K +2,185 New
CFMC
1203
Curbstone Financial Management Corp
New Hampshire
$202K +$194K +2,169 New
TFF
1204
The Family Firm
Maryland
$202K +$194K +2,169 New
BBPWM
1205
Blue Bell Private Wealth Management
Pennsylvania
$189K – – –
HP
1206
Hikari Power
Japan
$186K – – –
Nicholas Company
1207
Nicholas Company
Wisconsin
$186K – – –
FWM
1208
Focused Wealth Management
New York
$180K +$179 +2 +0.1%
LWM
1209
Lenox Wealth Management
Ohio
$175K -$269 -3 -0.2%
VNB
1210
Valley National Bancorp
New York
$172K -$26.9K -300 -14%
HRIA
1211
Haberer Registered Investment Advisor
Ohio
$172K -$17.9K -200 -10%
SSG
1212
Summit Securities Group
New York
$158K -$556K -6,200 -78%
RI
1213
Redwood Investments
Massachusetts
$158K – – –
AIM
1214
Advantage Investment Management
Iowa
$158K +$152K +1,695 New
HF
1215
Hoxton Financial
West Virginia
$155K – – –
WEC
1216
Winslow Evans & Crocker
Massachusetts
$155K -$15.1K -168 -9%
BAM
1217
Brave Asset Management
New Jersey
$149K – – –
NES
1218
New England Securities
New York
$145K -$43.3K -483 -24%
Capital Guardian Trust
1219
Capital Guardian Trust
California
$144K -$61.4K -685 -31%
HCP
1220
Holt Capital Partners
Texas
$144K +$139K +1,550 New
Rockefeller Financial Services
1221
Rockefeller Financial Services
New York
$140K – – –
PMFA
1222
Plante Moran Financial Advisors
Michigan
$140K +$36.5K +407 +37%
ED
1223
Exane Derivatives
France
$140K +$135K +1,501 New
CHC
1224
City Holding Co
West Virginia
$135K -$3.94K -44 -3%
SAM
1225
Shamrock Asset Management
Texas
$129K -$61.6K -687 -33%