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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DA
1626
DSC Advisors
Illinois
$330K +$319K +1,766 New
WFI
1627
West Family Investments
California
$328K – – –
KLI
1628
Kelman-Lazarov Inc
Tennessee
$327K – – –
KC
1629
Kenfarb & Co
Kentucky
$327K – – –
AIA
1630
Affinity Investment Advisors
California
$327K +$315K +1,746 New
LWA
1631
Lineweaver Wealth Advisors
Ohio
$325K -$7.04K -39 -2%
DBIA
1632
Dumont & Blake Investment Advisors
New Jersey
$324K -$4.51K -25 -1%
I
1633
IMPACTfolio
Colorado
$324K +$312K +1,730 New
IRC
1634
Investors Research Corp
Georgia
$323K – – –
SFFS
1635
Stonehage Fleming Financial Services
Jersey
$322K – – –
FPAS
1636
Focus Partners Advisor Solutions
Missouri
$322K +$313K +1,733 New
Members Trust
1637
Members Trust
Florida
$319K +$9.03K +50 +3%
PPP
1638
Private Portfolio Partners
New Jersey
$318K +$308K +1,703 New
ZCI
1639
Zevenbergen Capital Investments
Washington
$318K -$10.8K -60 -3%
FA
1640
Fagan Associates
New York
$318K – – –
SIAP
1641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$318K – – –
RRA
1642
Round Rock Advisors
Connecticut
$318K +$307K +1,699 New
MS
1643
Madden Securities
Texas
$318K +$307K +1,700 New
SNBOSD
1644
Security National Bank of So Dak
Iowa
$318K +$307K +1,700 New
SN
1645
Sittner & Nelson
Oregon
$316K +$181 +1 +0.1%
ESCM
1646
Echo Street Capital Management
New York
$315K -$606K -3,358 -67%
OA
1647
Oxbow Advisors
Texas
$314K – – –
APG
1648
Abacus Planning Group
South Carolina
$313K -$1.63K -9 -0.5%
BOM
1649
Bank of Marin
California
$313K – – –
WAP
1650
Wealthcare Advisory Partners
Pennsylvania
$312K +$9.39K +52 +3%