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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1551
Brandywine Oak Private Wealth
Pennsylvania
$264K -$5.6K -37 -2%
DGAM
1552
Desjardins Global Asset Management
Quebec, Canada
$264K +$8.17K +54 +3%
PAMG
1553
Patton Albertson Miller Group
Tennessee
$263K -$10.6K -70 -3%
EDRH
1554
Edmond de Rothschild Holding
Switzerland
$263K +$2.27K +15 +0.8%
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$263K +$58.3K +385 +25%
AIM
1556
Allen Investment Management
New York
$262K
RPC
1557
Rossmore Private Capital
Connecticut
$262K +$42.2K +279 +17%
BWFA
1558
Baltimore-Washington Financial Advisors
Maryland
$261K
IFO
1559
Independent Family Office
New York
$261K
WAP
1560
Wealthcare Advisory Partners
Pennsylvania
$261K +$46.6K +308 +19%
HCM
1561
Howland Capital Management
Massachusetts
$260K -$1.36K -9 -0.5%
SDWMA
1562
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$2.88K +19 +1%
ACM
1563
AUA Capital Management
Pennsylvania
$258K -$149K -985 -34%
CIG
1564
Cairn Investment Group
Washington
$256K
SWMP
1565
Signature Wealth Management Partners
New Jersey
$256K
FCM
1566
Fairbanks Capital Management
California
$254K -$10.7K -71 -4%
WCM
1567
Windsor Capital Management
Arizona
$254K -$1.82K -12 -0.6%
SCA
1568
Stonebridge Capital Advisors
Minnesota
$254K +$8.32K +55 +3%
TA
1569
Trellis Advisors
Washington
$253K -$454 -3 -0.2%
VV
1570
Verity & Verity
South Carolina
$253K
WTB
1571
Washington Trust Bank
Washington
$253K
AFP
1572
Ausdal Financial Partners
Iowa
$253K +$1.06K +7 +0.4%
BLC
1573
Brown, Lisle/Cummings
Rhode Island
$253K
FFA
1574
Founders Financial Alliance
North Carolina
$252K -$79.5K -525 -22%
RF
1575
Resolute Financial
Massachusetts
$252K