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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1726
Carmichael Hill & Associates
Maryland
$270K +$165K +912 +171%
EFG
1727
Everhart Financial Group
Ohio
$270K +$261K +1,444 New
UBV
1728
United Bank (Virginia)
Virginia
$268K -$26.2K -145 -9%
CAMG
1729
CWA Asset Management Group
Florida
$268K -$17.2K -95 -6%
CSB
1730
City State Bank
Iowa
$268K +$542 +3 +0.2%
GAMC
1731
Garner Asset Management Corp
Texas
$267K -$3.61K -20 -1%
ZB
1732
Zions Bancorporation
Utah
$266K +$13.5K +75 +6%
MAM
1733
Mystic Asset Management
Rhode Island
$266K +$21.7K +120 +9%
BDF
1734
Balasa Dinverno & Foltz
$266K +$257K +1,424 New
RMDI
1735
R.M. Davis Inc
Maine
$265K -$98.1K -543 -28%
BWFA
1736
Baltimore-Washington Financial Advisors
Maryland
$265K -$47.9K -265 -12%
EHAM
1737
Eagle Harbor Asset Management
Washington
$265K
BBNA
1738
Bremer Bank National Association
Minnesota
$264K -$39.9K -221 -14%
FBC
1739
Fairfield, Bush & Co
Connecticut
$264K
TIM
1740
Tortoise Investment Management
New York
$263K
EWM
1741
EPG Wealth Management
Georgia
$262K -$200K -1,105 -44%
1CP
1742
17 Capital Partners
Arizona
$262K
MC
1743
Middleton & Co
Massachusetts
$262K
MCM
1744
MV Capital Management
Maryland
$262K +$17.7K +98 +8%
PWW
1745
Pettyjohn Wood & White
Virginia
$261K
KFSC
1746
Keystone Financial Services (Colorado)
Colorado
$260K -$180K -996 -38%
WPW
1747
Warther Private Wealth
Ohio
$260K
Capstone Investment Advisors
1748
Capstone Investment Advisors
New York
$259K -$10.7M -58,981 -98%
PWM
1749
PRW Wealth Management
Massachusetts
$258K +$22.6K +125 +10%
CWM
1750
Centric Wealth Management
Illinois
$257K -$3.97K -22 -2%