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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1326
Perpetual Investment Management
Australia
$426K -$124K -822 -21%
SMH
1327
Sanders Morris Harris
Texas
$426K – – –
SGI
1328
Summit Global Investments
Utah
$424K -$413K -2,727 -46%
HT
1329
HighTower Trust
Texas
$423K -$1.11M -7,316 -70%
H
1330
HoyleCohen
California
$423K +$303 +2 +0.1%
AFC
1331
AFT Forsyth & Company
Florida
$420K – – –
FPAS
1332
Focus Partners Advisor Solutions
Missouri
$420K +$199K +1,314 +73%
TCM
1333
Triumph Capital Management
Colorado
$419K +$152K +1,006 +48%
ARC
1334
Advisor Resource Council
Texas
$418K -$203K -1,339 -30%
CIC
1335
Carnegie Investment Counsel
Ohio
$418K -$107K -704 -19%
HA
1336
Herold Advisors
New York
$418K – – –
LJAC
1337
L.J. Altfest & Co
New York
$416K – – –
AI
1338
Accredited Investors
Minnesota
$416K +$1.97K +13 +0.4%
PFM
1339
Parsec Financial Management
North Carolina
$416K +$14.2K +94 +3%
PFGIA
1340
Patriot Financial Group Insurance Agency
Massachusetts
$415K +$18.5K +122 +4%
SJIA
1341
St. James Investment Advisors
New York
$414K -$64K -423 -12%
SRC
1342
Shufro Rose & Co
New York
$413K – – –
APW
1343
Acima Private Wealth
Virginia
$412K – – –
AIM
1344
Acropolis Investment Management
Missouri
$412K -$454 -3 -0.1%
Tudor Investment Corp
1345
Tudor Investment Corp
Connecticut
$411K +$461K +3,046 New
BDA
1346
Borer Denton & Associates
Pennsylvania
$411K -$37.8K -250 -8%
GVAG
1347
Great Valley Advisor Group
Delaware
$410K +$908 +6 +0.2%
CHP
1348
Cable Hill Partners
Oregon
$409K +$73.9K +488 +19%
MIP
1349
Marietta Investment Partners
Wisconsin
$405K – – –
MIM
1350
Meridiem Investment Management
United Kingdom
$405K – – –