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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PVM
1576
Palogic Value Management
Texas
$799K – – –
RMP
1577
Richards, Merrill & Peterson
Washington
$797K +$99.9K +355 +17%
SCM
1578
Sage Capital Management
New Jersey
$796K +$281 +1 +0%
MFA
1579
Millington Financial Advisors
Illinois
$794K +$4.5K +16 +0.6%
AA
1580
Auxano Advisors
Washington
$791K +$7.04K +25 +1%
DIP
1581
DT Investment Partners
Pennsylvania
$789K – – –
OF
1582
Outfitter Financial
Maine
$785K – – –
Iconiq Capital
1583
Iconiq Capital
California
$784K -$306K -1,089 -31%
WIA
1584
Westbourne Investment Advisors
Maryland
$776K – – –
RZH
1585
Relyea Zuckerberg Hanson
Connecticut
$775K +$188K +669 +38%
KA
1586
Kozak & Associates
Colorado
$774K +$170K +604 +33%
Acadian Asset Management
1587
Acadian Asset Management
Massachusetts
$768K +$411K +1,460 +154%
LIA
1588
LS Investment Advisors
Michigan
$767K – – –
ACM
1589
AUA Capital Management
Pennsylvania
$766K – – –
Confluence Investment Management
1590
Confluence Investment Management
Missouri
$766K – – –
DIM
1591
Delta Investment Management
California
$765K -$1.13K -4 -0.2%
AWM
1592
Aviso Wealth Management
Washington
$765K +$3.1K +11 +0.5%
PCG
1593
PFC Capital Group
California
$764K -$46.4K -165 -6%
USB
1594
Union Savings Bank
Connecticut
$762K -$58.8K -209 -8%
MEG
1595
Millstone Evans Group
Colorado
$761K – – –
SAM
1596
Secure Asset Management
Michigan
$761K +$323K +1,147 +93%
CWM
1597
Consultiva Wealth Management
Puerto Rico
$760K – – –
WCG
1598
Weaver Consulting Group
California
$759K +$563 +2 +0.1%
MSA
1599
Marino Stram & Associates
Massachusetts
$758K +$281 +1 +0%
MMG
1600
Monetary Management Group
Missouri
$758K – – –