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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1951
Polymer Capital Management
New York
$402K +$389K +1,353 New
NAMP
1952
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$401K -$35.9K -125 -8%
JWBC
1953
J.W. Burns & Co
New York
$401K
TWP
1954
Tyche Wealth Partners
Texas
$399K +$2.87K +10 +0.7%
CIAM
1955
Caitong International Asset Management
Hong Kong
$397K +$384K +1,337 New
VAS
1956
Vestmark Advisory Solutions
Massachusetts
$396K +$383K +1,333 New
PCWA
1957
Pacific Capital Wealth Advisors
California
$395K -$12.4K -43 -3%
CSPIA
1958
Cary Street Partners Investment Advisory
Virginia
$394K -$7.23M -25,161 -95%
SN
1959
Sittner & Nelson
Oregon
$393K +$287 +1 +0.1%
WCFA
1960
Walkner Condon Financial Advisors
Wisconsin
$392K -$2.3K -8 -0.6%
CAL
1961
Capital Advisors Ltd
Ohio
$391K +$10.3K +36 +3%
GDP
1962
Great Diamond Partners
Maine
$391K +$287 +1 +0.1%
SAM
1963
Summit Asset Management
Tennessee
$390K
NSAM
1964
North Star Asset Management
Wisconsin
$389K
HFS
1965
Heritage Financial Services
Massachusetts
$389K
MMHP
1966
Murphy Middleton Hinkle & Parker
Georgia
$388K
TCOTS
1967
Trust Company of the South
North Carolina
$388K -$48.3K -168 -11%
AFT
1968
Alpha Family Trust
California
$387K
KFA
1969
Kapstone Financial Advisors
Ohio
$387K
FA
1970
Fagan Associates
New York
$386K
MJP
1971
Michael J. Puzo
$386K
WC
1972
Wexford Capital
Florida
$386K
JIP
1973
Jaffetilchin Investment Partners
Florida
$385K +$575 +2 +0.2%
AWA
1974
Alta Wealth Advisors
Massachusetts
$385K +$373K +1,298 New
AMG
1975
Advisors Management Group
Wisconsin
$385K -$6.32K -22 -2%