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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1651
Garrison Asset Management
Arkansas
$456K -$99.5K -480 -19%
CIA
1652
Caerus Investment Advisors
Texas
$455K – – –
CHAM
1653
Clear Harbor Asset Management
Connecticut
$455K – – –
HA
1654
Harbor Advisors
Florida
$455K – – –
PAM
1655
Paradigm Asset Management
New York
$455K – – –
CP
1656
Cumberland Partners
Ontario, Canada
$455K +$415K +2,000 New
MCM
1657
Magnolia Capital Management
New York
$455K – – –
VF
1658
Virtu Financial
New York
$453K +$412K +1,989 New
EBA
1659
Eagle Bay Advisors
New York
$451K -$35.5K -171 -8%
CBFP
1660
Cedar Brook Financial Partners
Ohio
$450K -$207 -1 -0.1%
AIM
1661
Allen Investment Management
New York
$450K – – –
CSWM
1662
Cassady Schiller Wealth Management
Ohio
$450K +$316K +1,525 +338%
ACM
1663
Arcataur Capital Management
Wisconsin
$450K – – –
CAI
1664
Capital Advisors Inc
Oklahoma
$446K +$122K +586 +43%
KMWM
1665
Keudell/Morrison Wealth Management
Oregon
$444K – – –
MFC
1666
Mechanics Financial Corp
Ohio
$444K – – –
SS
1667
Sunbelt Securities
Texas
$442K +$109K +527 +37%
FFA
1668
Fragasso Financial Advisors
Pennsylvania
$442K +$148K +716 +58%
DCM
1669
Donaldson Capital Management
Indiana
$441K +$7.26K +35 +2%
BIP
1670
Blueprint Investment Partners
North Carolina
$440K -$16K -77 -4%
IFO
1671
Independent Family Office
New York
$440K – – –
GA
1672
Gateway Advisory
New Jersey
$436K +$77.6K +374 +24%
FB
1673
First Bancorp
Maine
$435K +$1.87K +9 +0.5%
GKWIM
1674
Gerber Kawasaki Wealth & Investment Management
California
$435K +$6.43K +31 +2%
SMC
1675
Smith, Moore & Co
Missouri
$435K +$86.7K +418 +28%