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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
1951
Legacy Wealth Asset Management
Minnesota
– -$910K -6,563 Closed
UAM
1952
UAS Asset Management
New York
– -$797K -5,745 Closed
JC
1953
JB Capital
Connecticut
– -$754K -5,439 Closed
SFA
1954
Souders Financial Advisors
Ohio
– -$711K -5,126 Closed
Koshinski Asset Management
1955
Koshinski Asset Management
Illinois
– -$644K -4,645 Closed
SCM
1956
Stevens Capital Management
Pennsylvania
– -$619K -4,468 Closed
CA
1957
Capitolis Advisors
New York
– -$616K -4,442 Closed
CC
1958
Centiva Capital
New York
– -$601K -4,333 Closed
EL
1959
EMFO LLC
Florida
– -$589K -4,250 Closed
OL
1960
Optas LLC
Texas
– -$514K -3,727 Closed
CBN
1961
Cadence Bank NA
Texas
– -$517K -3,725 Closed
MSU
1962
Mizuho Securities USA
New York
– -$497K -3,584 Closed
DS
1963
DRW Securities
Illinois
– -$453K -3,269 Closed
SC
1964
Shay Capital
New York
– -$416K -3,000 Closed
FA
1965
Fiducient Advisors
Illinois
– -$400K -2,886 Closed
B
1966
Barings
North Carolina
– -$391K -2,818 Closed
NWA
1967
Navis Wealth Advisors
New York
– -$372K -2,684 Closed
EP
1968
Edgestream Partners
New Jersey
– -$364K -2,625 Closed
QIM
1969
Quantitative Investment Management
Virginia
– -$320K -2,309 Closed
OTL
1970
Oak Thistle LLC
New York
– -$319K -2,304 Closed
MW
1971
MBL Wealth
North Carolina
– -$318K -2,293 Closed
MFS
1972
Mirabella Financial Services
United Kingdom
– -$310K -2,234 Closed
AWM
1973
Aprio Wealth Management
Georgia
– -$299K -2,157 Closed
HC
1974
Hamilton Capital
Ohio
– -$295K -2,129 Closed
DTC
1975
Davidson Trust Company
Washington
– -$270K -1,948 Closed