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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1951
Colonial Trust Advisors
South Carolina
$402K – – –
EHAM
1952
Eagle Harbor Asset Management
Washington
$402K – – –
CAM
1953
CenterStar Asset Management
Illinois
$402K +$390K +1,356 New
PCM
1954
Polymer Capital Management
New York
$402K +$389K +1,353 New
NAMP
1955
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$401K -$35.9K -125 -8%
JWBC
1956
J.W. Burns & Co
New York
$401K – – –
TWP
1957
Tyche Wealth Partners
Texas
$399K +$2.87K +10 +0.7%
CIAM
1958
Caitong International Asset Management
Hong Kong
$397K +$384K +1,337 New
VAS
1959
Vestmark Advisory Solutions
Massachusetts
$396K +$383K +1,333 New
PCWA
1960
Pacific Capital Wealth Advisors
California
$395K -$12.4K -43 -3%
CSPIA
1961
Cary Street Partners Investment Advisory
Virginia
$394K -$7.23M -25,161 -95%
SN
1962
Sittner & Nelson
Oregon
$393K +$287 +1 +0.1%
WCFA
1963
Walkner Condon Financial Advisors
Wisconsin
$392K -$2.3K -8 -0.6%
CAL
1964
Capital Advisors Ltd
Ohio
$391K +$10.3K +36 +3%
GDP
1965
Great Diamond Partners
Maine
$391K +$287 +1 +0.1%
SAM
1966
Summit Asset Management
Tennessee
$390K – – –
NSAM
1967
North Star Asset Management
Wisconsin
$389K – – –
HFS
1968
Heritage Financial Services
Massachusetts
$389K – – –
MMHP
1969
Murphy Middleton Hinkle & Parker
Georgia
$388K – – –
TCOTS
1970
Trust Company of the South
North Carolina
$388K -$48.3K -168 -11%
AFT
1971
Alpha Family Trust
California
$387K – – –
KFA
1972
Kapstone Financial Advisors
Ohio
$387K – – –
FA
1973
Fagan Associates
New York
$386K – – –
MJP
1974
Michael J. Puzo
$386K – – –
WC
1975
Wexford Capital
Florida
$386K – – –