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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1626
LCNB Corp
Ohio
$306K
KC
1627
Kenfarb & Co
Kentucky
$305K
TTWM
1628
TCV Trust & Wealth Management
Virginia
$304K
EBA
1629
Eagle Bay Advisors
New York
$304K -$13.9K -86 -5%
FFBTD
1630
First Financial Bank - Trust Division
Ohio
$303K -$19.4K -120 -6%
OW
1631
Olistico Wealth
Oklahoma
$303K +$323 +2 +0.1%
LI
1632
LMCG Investments
Massachusetts
$303K -$2.9K -18 -1%
SFFS
1633
Stonehage Fleming Financial Services
Jersey
$301K +$279K +1,727 New
IRC
1634
Investors Research Corp
Georgia
$300K
CPRC
1635
Consolidated Portfolio Review Corp
New York
$299K
W
1636
Wealthquest
Ohio
$299K
CFP
1637
Catalyst Financial Partners
Massachusetts
$297K +$53.7K +333 +24%
ZCI
1638
Zevenbergen Capital Investments
Washington
$296K
FBB
1639
Fulton Breakefield Broenniman
Maryland
$296K -$49.4K -306 -15%
SN
1640
Sittner & Nelson
Oregon
$295K +$323 +2 +0.1%
KFP
1641
KB Financial Partners
New Jersey
$295K -$529K -3,281 -66%
RPCONE
1642
Retirement Planning Company of New England
Rhode Island
$295K -$161 -1 -0.1%
CS
1643
Comerica Securities
Michigan
$293K -$4.2K -26 -2%
BOM
1644
Bank of Marin
California
$292K
BFC
1645
Blue Fin Capital
Rhode Island
$292K
CCWM
1646
Cassaday & Co Wealth Management
Virginia
$291K -$82.3K -510 -23%
NRI
1647
NFP Retirement Inc
California
$291K
TA
1648
Tiedemann Advisors
New York
$290K +$269K +1,666 New
FA
1649
Fagan Associates
New York
$289K -$50.8K -315 -16%
RA
1650
Ruggaard & Associates
Ohio
$288K -$20.7K -128 -7%