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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1351
Davidson Trust Company
Washington
$268K +$259K +2,163 New
KIC
1352
Keating Investment Counselors
Florida
$267K – – –
OLA
1353
Oliver Luxxe Assets
New Jersey
$267K – – –
WCM
1354
Whitener Capital Management
North Carolina
$267K – – –
PCMC
1355
Private Capital Management (Colorado)
Colorado
$266K – – –
CL
1356
Choreo LLC
Illinois
$266K +$46.6K +390 +22%
NWP
1357
Northstar Wealth Partners
Connecticut
$265K -$2.39K -20 -0.9%
NL
1358
NWAM LLC
Washington
$264K +$2.03K +17 +0.8%
B
1359
Bellecapital
Switzerland
$264K +$253K +2,117 New
BWA
1360
Burt Wealth Advisors
Maryland
$261K – – –
KM
1361
Kalos Management
Georgia
$260K +$5.02K +42 +2%
CPIA
1362
Cornell Pochily Investment Advisors
New York
$259K +$13.1K +110 +6%
CA
1363
Calton & Associates
Florida
$259K +$248K +2,079 New
BC
1364
Burney Company
Virginia
$257K -$2.87K -24 -1%
HDIM
1365
Hanson & Doremus Investment Management
Vermont
$257K – – –
GIM
1366
Greylin Investment Management
Virginia
$255K -$2.99K -25 -1%
AW
1367
Alpha Windward
Massachusetts
$255K – – –
VCAM
1368
Van Cleef Asset Management
Ohio
$255K – – –
HPWM
1369
Highland Private Wealth Management
Washington
$254K -$1.91K -16 -0.8%
IRC
1370
Investors Research Corp
Georgia
$254K – – –
LPT
1371
Legacy Private Trust
Wisconsin
$254K – – –
MPIA
1372
Mountain Pacific Investment Advisers
Idaho
$253K -$35.9K -300 -13%
KFGK
1373
Keystone Financial Group (Kentucky)
Kentucky
$253K – – –
Wealth Enhancement Advisory Services
1374
Wealth Enhancement Advisory Services
Minnesota
$253K +$244K +2,042 New
Cohen & Steers
1375
Cohen & Steers
New York
$252K -$2M -16,757 -89%