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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
1326
Kistler-Tiffany Companies
Pennsylvania
$195K – – –
FCB
1327
First Command Bank
Texas
$194K – – –
FCFS
1328
First Command Financial Services
Texas
$194K – – –
GLI
1329
Guardian Life Insurance
New York
$191K +$419 +4 +0.2%
LWM
1330
Liberty Wealth Management
California
$191K +$210K +2,008 New
Carson Wealth (CWM LLC)
1331
Carson Wealth (CWM LLC)
Nebraska
$190K +$66.3K +634 +47%
MWNA
1332
Marshall Wace North America
New York
$186K +$205K +1,956 New
KA
1333
Kaizen Advisory
Illinois
$183K +$21.4K +205 +12%
AAP
1334
Arax Advisory Partners
Colorado
$180K -$16.4K -157 -8%
TFS
1335
TrustCore Financial Services
Tennessee
$179K +$67K +640 +52%
CAL
1336
Capital Analysts LLC
Pennsylvania
$177K +$51.5K +492 +36%
PB
1337
Pinnacle Bancorp
Nebraska
$174K +$191K +1,830 New
SC
1338
Sawyer & Company
Massachusetts
$171K – – –
WC
1339
Whitnell & Co
Illinois
$171K – – –
CB
1340
CNB Bank
Pennsylvania
$158K +$14.6K +140 +9%
GSC
1341
G&S Capital
Colorado
$157K – – –
FANJ
1342
Financial Architects (New Jersey)
New Jersey
$157K +$1.67K +16 +1%
FNC
1343
First National Corp
Massachusetts
$155K +$170K +1,624 New
MAM
1344
Meeder Asset Management
Ohio
$154K +$169K +1,611 New
TI
1345
Truehand Inc
New Hampshire
$153K +$167K +1,600 New
CI
1346
CX Institutional
Indiana
$152K +$167K +1,594 New
CHC
1347
City Holding Co
West Virginia
$151K – – –
ACS
1348
Archford Capital Strategies
Illinois
$151K +$31.2K +298 +23%
CAW
1349
Cornerstone Advisors (Washington)
Washington
$150K +$9.52K +91 +6%
SFA
1350
Semmax Financial Advisors
North Carolina
$149K +$163K +1,562 New