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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1326
Burt Wealth Advisors
Maryland
$248K -$11.4K -93 -4%
GIP
1327
Granite Investment Partners
California
$248K -$6.13K -50 -2%
CASB
1328
Cape Ann Savings Bank
Massachusetts
$248K – – –
Burney Company
1329
Burney Company
Virginia
$247K -$114K -930 -31%
Great Valley Advisor Group
1330
Great Valley Advisor Group
Delaware
$246K – – –
GIM
1331
Greylin Investment Management
Virginia
$245K -$6.13K -50 -2%
Brinker Capital
1332
Brinker Capital
Pennsylvania
$245K +$33.1K +270 +15%
HDIM
1333
Hanson & Doremus Investment Management
Vermont
$244K – – –
HPWM
1334
Highland Private Wealth Management
Washington
$243K -$6.38K -52 -2%
RCM
1335
RB Capital Management
Nevada
$243K +$37.5K +306 +17%
KM
1336
Kalos Management
Georgia
$242K -$12.5K -102 -5%
VCAM
1337
Van Cleef Asset Management
Ohio
$242K -$6.13K -50 -2%
AW
1338
Alpha Windward
Massachusetts
$242K – – –
IRC
1339
Investors Research Corp
Georgia
$241K – – –
OLA
1340
Oliver Luxxe Assets
New Jersey
$241K – – –
VAG
1341
VisionPoint Advisory Group
Texas
$241K +$4.17K +34 +2%
LPT
1342
Legacy Private Trust
Wisconsin
$240K -$41.7K -340 -14%
KFGK
1343
Keystone Financial Group (Kentucky)
Kentucky
$240K – – –
PPW
1344
Pasadena Private Wealth
California
$239K +$247K +2,018 New
CCG
1345
Cypress Capital Group
Florida
$237K -$39.9K -325 -14%
HA
1346
Harbor Advisors
Florida
$237K – – –
LI
1347
Lafayette Investments
Maryland
$237K – – –
MJP
1348
Michael J. Puzo
$237K – – –
PFS
1349
Physicians Financial Services
North Carolina
$237K – – –
ACA
1350
Ackerman Capital Advisors
Texas
$237K +$245K +2,000 New