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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1376
Cable Hill Partners
Oregon
$252K +$242K +2,021 New
PPW
1377
Pasadena Private Wealth
California
$251K – – –
BCM
1378
BlueCrest Capital Management
Jersey
$250K +$240K +2,008 New
CCG
1379
Cypress Capital Group
Florida
$249K – – –
HA
1380
Harbor Advisors
Florida
$249K – – –
LI
1381
Lafayette Investments
Maryland
$249K – – –
MJP
1382
Michael J. Puzo
$249K – – –
PFS
1383
Physicians Financial Services
North Carolina
$249K – – –
CAM
1384
Claret Asset Management
Quebec, Canada
$248K +$31.7K +265 +15%
AAM
1385
American Asset Management
Florida
$247K – – –
CCM
1386
Compass Capital Management
Minnesota
$247K – – –
PA
1387
Procyon Advisors
Connecticut
$247K +$237K +1,983 New
LWM
1388
Laidlaw Wealth Management
New York
$247K +$237K +1,985 New
FFN
1389
Focus Financial Network
Minnesota
$246K +$598 +5 +0.3%
CPA
1390
Clear Perspective Advisors
Illinois
$246K -$8.61K -72 -4%
GLI
1391
Guardian Life Insurance
New York
$246K -$1.79K -15 -0.8%
GA
1392
Geller Advisors
New York
$244K -$53.3K -446 -19%
TFA
1393
Toth Financial Advisory
Virginia
$244K +$359 +3 +0.2%
CCM
1394
Condor Capital Management
New Jersey
$242K -$1.43K -12 -0.6%
Cetera Investment Advisers
1395
Cetera Investment Advisers
Illinois
$242K +$5.14K +43 +2%
ACS
1396
Archford Capital Strategies
Illinois
$242K +$13.9K +116 +6%
IWC
1397
Integrated Wealth Concepts
Massachusetts
$242K +$16.7K +140 +8%
IFO
1398
Independent Family Office
New York
$241K +$231K +1,932 New
EGM
1399
Engineers Gate Manager
New York
$239K -$3.05M -25,542 -93%
W
1400
Wealthquest
Ohio
$237K -$1.08K -9 -0.5%