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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1701
United Bank (Virginia)
Virginia
$203K +$228K +1,505 New
LAM
1702
L2 Asset Management
Massachusetts
$203K +$228K +1,507 New
CIP
1703
Convergence Investment Partners
Florida
$202K -$201K -1,326 -47%
SNBOSD
1704
Security National Bank of So Dak
Iowa
$202K -$30.3K -200 -12%
CCM
1705
CTC Capital Management
Illinois
$202K -$15.1K -100 -6%
MCM
1706
Mengis Capital Management
Oregon
$202K – – –
PAS
1707
Professional Advisory Services
Florida
$202K – – –
WRM
1708
Weybosset Research & Management
Rhode Island
$202K – – –
LFA
1709
Legacy Financial Advisors
Kentucky
$202K +$227K +1,499 New
PCP
1710
Proficio Capital Partners
Massachusetts
$202K +$228K +1,506 New
MCM
1711
Monument Capital Management
Virginia
$201K +$226K +1,493 New
CHC
1712
City Holding Co
West Virginia
$200K – – –
DAM
1713
Delta Asset Management
Tennessee
$200K – – –
LJHT
1714
Laurie J. Hall Trustee
$195K – – –
WWM
1715
Wolff Wiese Magana
California
$194K -$14.1K -93 -6%
CSB
1716
City State Bank
Iowa
$192K -$1.97K -13 -0.9%
Loomis, Sayles & Company
1717
Loomis, Sayles & Company
Massachusetts
$192K +$216K +1,426 New
PP
1718
Paloma Partners
Connecticut
$189K -$5.36M -35,398 -96%
MCM
1719
MV Capital Management
Maryland
$188K +$10.6K +70 +5%
PCA
1720
Providence Capital Advisors
North Carolina
$186K – – –
HWA
1721
HHM Wealth Advisors
Tennessee
$185K -$60.5K -400 -23%
JWA
1722
JFS Wealth Advisors
Pennsylvania
$184K +$15K +99 +8%
TIM
1723
Tortoise Investment Management
New York
$183K – – –
CG
1724
Carmignac Gestion
France
$182K -$88.7K -586 -30%
SC
1725
Sierra Capital
Florida
$179K -$204K -1,347 -50%