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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1651
Southeast Asset Advisors
Georgia
$209K +$1.5K +9 +0.7%
BSAM
1652
Blue Square Asset Management
New York
$208K – – –
LRIC
1653
Long Road Investment Counsel
Michigan
$207K – – –
JFA
1654
Johanson Financial Advisors
California
$207K +$207K +1,238 New
XF
1655
XML Financial
Maryland
$206K +$206K +1,232 New
TA
1656
Tiedemann Advisors
New York
$204K -$696K -4,162 -77%
WMP
1657
Wealth Management Partners
Arizona
$204K – – –
FNC
1658
First National Corp
Massachusetts
$202K +$202K +1,206 New
NFG
1659
Nadler Financial Group
Illinois
$202K +$202K +1,208 New
SIA
1660
Soltis Investment Advisors
Utah
$202K +$202K +1,208 New
Fiera Capital (Canada)
1661
Fiera Capital (Canada)
Quebec, Canada
$201K -$50.2K -300 -20%
FCM
1662
Firestone Capital Management
Florida
$201K – – –
BWA
1663
Burt Wealth Advisors
Maryland
$201K +$200K +1,197 New
NFG
1664
Nations Financial Group
Iowa
$201K +$200K +1,198 New
NSAM
1665
North Star Asset Management
Wisconsin
$201K +$201K +1,200 New
RP
1666
Reinhart Partners
Wisconsin
$201K +$201K +1,200 New
MIM
1667
Montgomery Investment Management
Maryland
$201K +$201K +1,201 New
TFM
1668
TFC Financial Management
Massachusetts
$200K – – –
JFGIW
1669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K +$137K +821 +221%
VFP
1670
Verus Financial Partners
Virginia
$200K +$189K +1,133 New
AssetMark Inc
1671
AssetMark Inc
California
$196K +$24.7K +148 +14%
SOW
1672
State of Wyoming
Wyoming
$196K +$68.7K +411 +54%
CB
1673
CNB Bank
Pennsylvania
$195K -$5.85K -35 -3%
CLOS
1674
Compagnie Lombard Odier SCmA
Switzerland
$194K -$1.08M -6,445 -85%
VNA
1675
Valley National Advisers
Pennsylvania
$192K – – –