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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CH
1301
Canton Hathaway
Rhode Island
$210K – – –
RW
1302
REDW Wealth
New Mexico
$210K – – –
OIA
1303
Optimum Investment Advisors
Illinois
$209K – – –
MCM
1304
MAI Capital Management
Ohio
$209K +$5.96K +57 +3%
PV
1305
Private Vista
Illinois
$208K – – –
ME
1306
McIlrath & Eck
Washington
$208K +$204K +1,950 +826%
HWA
1307
HCR Wealth Advisors
California
$207K – – –
NBG
1308
Nancy B. Gardiner
$207K – – –
PL
1309
Perpetual Ltd
Australia
$207K – – –
RFA
1310
Reilly Financial Advisors
California
$206K +$11.5K +110 +5%
HDIM
1311
Hanson & Doremus Investment Management
Vermont
$205K -$15.7K -150 -7%
BG
1312
Bahl & Gaynor
Ohio
$205K – – –
PL
1313
Plancorp LLC
Missouri
$205K +$3.35K +32 +2%
TFA
1314
Toth Financial Advisory
Virginia
$205K +$8.47K +81 +4%
OLA
1315
Oliver Luxxe Assets
New Jersey
$204K – – –
FWM
1316
Fairhaven Wealth Management
Illinois
$202K +$222K +2,120 New
9WM
1317
9258 Wealth Management
Ohio
$202K +$222K +2,123 New
LPWM
1318
Lake Point Wealth Management
Texas
$201K +$220K +2,104 New
QAM
1319
Questar Asset Management
Minnesota
$201K +$220K +2,107 New
GIP
1320
Granite Investment Partners
California
$200K – – –
VCAM
1321
Van Cleef Asset Management
Ohio
$200K – – –
HPWM
1322
Highland Private Wealth Management
Washington
$200K +$4.71K +45 +2%
FEM
1323
Fulcrum Equity Management
Texas
$200K +$220K +2,100 New
AW
1324
Alpha Windward
Massachusetts
$199K -$21.9K -209 -9%
CBT
1325
Central Bank & Trust
Kentucky
$198K -$8.06K -77 -4%