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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1201
Strategic Financial Services
New York
$267K +$48.7K +465 +20%
AA
1202
Advisory Alpha
Michigan
$267K +$265K +2,534 New
JA
1203
JOYN Advisors
Georgia
$266K -$52.2K -499 -15%
NCM
1204
Nelson Capital Management
California
$266K
AI
1205
Accredited Investors
Minnesota
$264K -$10.5K -100 -3%
PTB
1206
Pioneer Trust Bank
Oregon
$264K
MCMT
1207
Moon Capital Management (Tennessee)
Tennessee
$264K +$105 +1 +0%
GBT
1208
Grove Bank & Trust
Florida
$263K +$1.47K +14 +0.5%
LJHT
1209
Laurie J. Hall Trustee
$262K -$22.8K -218 -8%
MWM
1210
Mission Wealth Management
California
$262K -$7.43K -71 -3%
AP
1211
Appleton Partners
Massachusetts
$261K -$8.89K -85 -3%
OA
1212
Oxbow Advisors
Texas
$261K
IWM
1213
IHT Wealth Management
Illinois
$261K +$79K +755 +38%
PCMC
1214
Paragon Capital Management (Colorado)
Colorado
$260K
GBBWRPM
1215
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$258K +$1.05K +10 +0.4%
NIM
1216
NuWave Investment Management
New Jersey
$258K +$54.6K +522 +24%
BFA
1217
Beaumont Financial Advisors
Massachusetts
$257K +$27.3K +261 +11%
IIC
1218
Integrated Investment Consultants
Michigan
$257K +$40.3K +385 +17%
KA
1219
Kovack Advisors
Florida
$256K +$16.1K +154 +6%
CM
1220
Castleark Management
Illinois
$255K
MCM
1221
Maryland Capital Management
Maryland
$255K
S
1222
Surevest
California
$254K +$279K +2,668 New
HAIM
1223
Hunter Associates Investment Management
Pennsylvania
$252K
LA
1224
Legacy Advisors
Pennsylvania
$249K +$1.15K +11 +0.4%
NA
1225
Navellier & Associates
Nevada
$248K -$20.9K -200 -7%