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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1551
Summit Global Investments
Utah
$268K – – –
TI
1552
Truehand Inc
New Hampshire
$268K – – –
CF
1553
Corrigan Financial
Rhode Island
$268K +$167 +1 +0.1%
KJHP
1554
K.J. Harrison & Partners
Ontario, Canada
$267K – – –
NB
1555
Northwest Bancshares
Pennsylvania
$266K – – –
LJHT
1556
Laurie J. Hall Trustee
$265K -$1.67K -10 -0.6%
MSCM
1557
McElhenny Sheffield Capital Management
Texas
$265K +$264K +1,579 New
LC
1558
LCNB Corp
Ohio
$264K – – –
AWA
1559
Acorn Wealth Advisors
Michigan
$264K +$167 +1 +0.1%
UBV
1560
United Bank (Virginia)
Virginia
$264K +$16.7K +100 +7%
CA
1561
Calton & Associates
Florida
$264K +$24.9K +149 +10%
APP
1562
Avantax Planning Partners
Iowa
$263K -$7.36K -44 -3%
CAMG
1563
CWA Asset Management Group
Florida
$260K +$21.4K +128 +9%
AIM
1564
Axiom Investment Management
New York
$259K -$6.52K -39 -2%
CWM
1565
Centric Wealth Management
Illinois
$259K – – –
WCM
1566
Whitener Capital Management
North Carolina
$259K – – –
WA1
1567
Wimmer Associates 1
California
$258K – – –
TTWM
1568
TCV Trust & Wealth Management
Virginia
$258K +$14.9K +89 +6%
SFS
1569
Solitude Financial Services
Virginia
$257K -$77.7K -465 -23%
ASA
1570
Armstrong Shaw Associates
Connecticut
$257K – – –
TFS
1571
Thoroughbred Financial Services
Tennessee
$257K +$167 +1 +0.1%
LI
1572
Lafayette Investments
Maryland
$255K -$41.8K -250 -14%
BCCM
1573
Bridge Creek Capital Management
Massachusetts
$255K – – –
PWW
1574
Pettyjohn Wood & White
Virginia
$254K – – –
SMC
1575
Smith, Moore & Co
Missouri
$253K -$8.86K -53 -3%