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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KM
1676
Kalos Management
Georgia
– -$260K -2,095 Closed
CA
1677
Calton & Associates
Florida
– -$259K -2,079 Closed
BC
1678
Burney Company
Virginia
– -$257K -2,064 Closed
GIM
1679
Greylin Investment Management
Virginia
– -$255K -2,050 Closed
VCAM
1680
Van Cleef Asset Management
Ohio
– -$255K -2,050 Closed
Wealth Enhancement Advisory Services
1681
Wealth Enhancement Advisory Services
Minnesota
– -$253K -2,042 Closed
HPWM
1682
Highland Private Wealth Management
Washington
– -$254K -2,040 Closed
LPT
1683
Legacy Private Trust
Wisconsin
– -$254K -2,036 Closed
KFGK
1684
Keystone Financial Group (Kentucky)
Kentucky
– -$253K -2,031 Closed
PPW
1685
Pasadena Private Wealth
California
– -$251K -2,018 Closed
BCM
1686
BlueCrest Capital Management
Jersey
– -$250K -2,008 Closed
CCG
1687
Cypress Capital Group
Florida
– -$249K -2,000 Closed
HA
1688
Harbor Advisors
Florida
– -$249K -2,000 Closed
LI
1689
Lafayette Investments
Maryland
– -$249K -2,000 Closed
MJP
1690
Michael J. Puzo
– -$249K -2,000 Closed
PFS
1691
Physicians Financial Services
North Carolina
– -$249K -2,000 Closed
CCM
1692
Compass Capital Management
Minnesota
– -$247K -1,985 Closed
LWM
1693
Laidlaw Wealth Management
New York
– -$247K -1,985 Closed
AAM
1694
American Asset Management
Florida
– -$247K -1,982 Closed
FFN
1695
Focus Financial Network
Minnesota
– -$246K -1,978 Closed
GLI
1696
Guardian Life Insurance
New York
– -$246K -1,977 Closed
CPA
1697
Clear Perspective Advisors
Illinois
– -$246K -1,974 Closed
Cetera Investment Advisers
1698
Cetera Investment Advisers
Illinois
– -$242K -1,970 Closed
GA
1699
Geller Advisors
New York
– -$244K -1,956 Closed
IFO
1700
Independent Family Office
New York
– -$241K -1,932 Closed