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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1251
Balentine LLC
Georgia
$268K +$193K +2,093 +291%
MWM
1252
Meridian Wealth Management
Kentucky
$268K +$260K +2,822 New
MIP
1253
Marietta Investment Partners
Wisconsin
$267K – – –
SFS
1254
Strategic Financial Services
New York
$267K – – –
AI
1255
Accredited Investors
Minnesota
$266K +$829 +9 +0.3%
CFA
1256
CWS Financial Advisors
Michigan
$266K +$97.7K +1,061 +61%
TIS
1257
Tortoise Index Solutions
Kansas
$264K -$110K -1,193 -30%
BSB
1258
Bangor Savings Bank
Maine
$263K -$460 -5 -0.2%
GCP
1259
GSA Capital Partners
United Kingdom
$263K +$254K +2,763 New
NSIM
1260
North Star Investment Management
Illinois
$261K -$35K -380 -12%
FFBTD
1261
First Financial Bank - Trust Division
Ohio
$261K -$18.4K -200 -7%
OA
1262
Oxbow Advisors
Texas
$261K – – –
BFC
1263
Blue Fin Capital
Rhode Island
$259K -$56.2K -610 -18%
FCM
1264
Fairbanks Capital Management
California
$259K +$237K +2,576 New
SIA
1265
Strategic Investment Advisors
Michigan
$258K +$7.73K +84 +3%
HFM
1266
Harvest Fund Management
China
$258K +$117K +1,272 +86%
NA
1267
Navellier & Associates
Nevada
$257K -$30.6K -332 -11%
SBWM
1268
Sunflower Bank Wealth Management
Arizona
$257K -$18.4K -200 -7%
Vanguard Personalized Indexing Management
1269
Vanguard Personalized Indexing Management
California
$257K +$248K +2,697 New
M
1270
MOTCO
Texas
$256K – – –
ACM
1271
Allred Capital Management
Texas
$256K +$10.6K +115 +4%
QPWM
1272
Quadrant Private Wealth Management
Pennsylvania
$256K +$15.2K +165 +7%
CM
1273
Castleark Management
Illinois
$255K – – –
WIA
1274
Westbourne Investment Advisors
Maryland
$254K +$13.8K +150 +6%
IFG
1275
Independent Financial Group
California
$254K +$4.14K +45 +2%