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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
OMIC
1326
Old Mission Investment Co
Michigan
$480K -$2.94K -18 -0.6%
DA
1327
Doliver Advisors
Texas
$480K – – –
TF
1328
Tompkins Financial
New York
$480K – – –
LJAC
1329
L.J. Altfest & Co
New York
$477K – – –
AWM
1330
Axxcess Wealth Management
California
$477K +$523K +3,196 New
WorldQuant Millennium Advisors
1331
WorldQuant Millennium Advisors
New York
$476K -$29.4M -179,771 -98%
EI
1332
Ellevest Inc
New York
$475K -$42.7K -261 -8%
CYG
1333
Clean Yield Group
Vermont
$475K – – –
PG
1334
Prostatis Group
Maryland
$474K +$528K +3,231 New
RI
1335
Ridgewood Investments
New Jersey
$474K – – –
H
1336
HoyleCohen
California
$472K -$12.4K -76 -2%
PFGIA
1337
Patriot Financial Group Insurance Agency
Massachusetts
$469K -$28K -171 -5%
PL
1338
Plancorp LLC
Missouri
$469K +$8.83K +54 +2%
EB
1339
Exchange Bank
California
$468K – – –
ERIM
1340
Eagle Ridge Investment Management
Connecticut
$468K – – –
CSPAM
1341
Cary Street Partners Asset Management
Virginia
$465K -$18.3K -112 -3%
AC
1342
Abbrea Capital
California
$463K -$82.6K -505 -14%
HC
1343
Hamilton Capital
Ohio
$463K +$17.5K +107 +4%
GA
1344
Geller Advisors
New York
$462K -$33.4K -204 -6%
CBT
1345
CoreFirst Bank & Trust
Kansas
$462K – – –
PL
1346
Perpetual Ltd
Australia
$461K -$103K -630 -17%
AF
1347
Arrow Financial
New York
$460K -$43K -263 -8%
PCP
1348
Proficio Capital Partners
Massachusetts
$459K +$236K +1,442 +88%
WP
1349
Westmount Partners
California
$458K -$3.11K -19 -0.6%
BDA
1350
Borer Denton & Associates
Pennsylvania
$457K +$1.8K +11 +0.4%