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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1301
Sunburst Financial Group
Alabama
$296K +$284K +2,378 New
IWP
1302
Icon Wealth Partners
Texas
$295K -$36.3K -304 -11%
CI
1303
CX Institutional
Indiana
$295K -$15.3K -128 -5%
OAM
1304
Oak Asset Management
California
$295K
WTB
1305
Washington Trust Bank
Washington
$295K
IIC
1306
Integrated Investment Consultants
Michigan
$294K
CWG
1307
Cornerstone Wealth Group
North Carolina
$294K +$282K +2,360 New
NCM
1308
Northside Capital Management
Oregon
$293K -$43.6K -365 -13%
CAMG
1309
CWA Asset Management Group
Florida
$292K +$60.7K +508 +28%
OSAM
1310
O'Shaughnessy Asset Management
Connecticut
$292K +$280K +2,344 +78,133%
LJHT
1311
Laurie J. Hall Trustee
$291K
DP
1312
Dearborn Partners
Illinois
$289K -$8.96K -75 -3%
CFA
1313
Cahill Financial Advisors
Minnesota
$289K
WB
1314
Webster Bank
Connecticut
$289K
22CM
1315
20/20 Capital Management
California
$289K +$259K +2,170 New
BA
1316
Bristlecone Advisors
Washington
$289K +$277K +2,318 New
FBB
1317
Fulton Breakefield Broenniman
Maryland
$289K +$277K +2,318 New
DIM
1318
Delta Investment Management
California
$289K +$278K +2,326 New
PP
1319
Palladium Partners
Virginia
$288K -$151K -1,264 -35%
TMAM
1320
Tokio Marine Asset Management
Japan
$288K +$17K +142 +7%
PL
1321
Plancorp LLC
Missouri
$287K
FWM
1322
Fairhaven Wealth Management
Illinois
$285K
FFSOTS
1323
Fiduciary Financial Services of The Southwest
Texas
$285K
HB
1324
Horizon Bancorp
Indiana
$285K +$273K +2,283 New
CL
1325
CPWM LLC
Washington
$283K -$117K -982 -30%