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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
1576
Advisors Management Group
Wisconsin
$279K +$332K +2,011 New
PP
1577
PDS Planning
Ohio
$278K +$23.3K +141 +8%
AA
1578
Aire Advisors
California
$278K +$334K +2,020 New
BOPW
1579
Brandywine Oak Private Wealth
Pennsylvania
$277K -$50K -303 -13%
GDP
1580
Great Diamond Partners
Maine
$277K -$21.6K -131 -6%
HA
1581
Harbor Advisors
Florida
$277K – – –
MCM
1582
Magnolia Capital Management
New York
$277K – – –
MPIA
1583
Mountain Pacific Investment Advisers
Idaho
$277K – – –
CIM
1584
Contravisory Investment Management
Massachusetts
$276K +$310K +1,874 +1,630%
CCIA
1585
Campbell & Co Investment Adviser
Maryland
$275K +$328K +1,987 New
KPW
1586
Kore Private Wealth
New York
$274K -$13.5K -82 -4%
GWS
1587
Glassman Wealth Services
Virginia
$273K -$8.42K -51 -3%
HBW
1588
Hazlett, Burt & Watson
West Virginia
$273K – – –
MPPLM
1589
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$273K +$26.1K +158 +9%
DP
1590
Dearborn Partners
Illinois
$272K +$165 +1 +0.1%
MLA
1591
My Legacy Advisors
Oregon
$272K +$3.63K +22 +1%
FCM
1592
Fairbanks Capital Management
California
$271K -$46.7K -283 -13%
CL
1593
CPWM LLC
Washington
$271K +$65.9K +399 +26%
TNAM
1594
Terra Nova Asset Management
New York
$271K +$124K +752 +63%
ACI
1595
Alpha Cubed Investments
California
$270K -$52.5K -318 -14%
DTC
1596
Davidson Trust Company
Washington
$270K – – –
HCM
1597
Howland Capital Management
Massachusetts
$270K +$320K +1,939 New
EDRH
1598
Edmond de Rothschild Holding
Switzerland
$269K -$34.4K -208 -10%
AIM
1599
Allen Investment Management
New York
$269K – – –
BWFA
1600
Baltimore-Washington Financial Advisors
Maryland
$269K +$10.7K +65 +3%