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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
401
Kestra Advisory Services
Texas
$13.5M +$1.2M +5,764 +11%
Vontobel Holding
402
Vontobel Holding
Switzerland
$13.4M -$1.61M -7,764 -12%
DC
403
Davenport & Co
Virginia
$13.4M +$383K +1,847 +3%
Wealthfront Advisers
404
Wealthfront Advisers
California
$13.4M +$342K +1,651 +3%
GIA
405
GHP Investment Advisors
Colorado
$13.4M -$98.1K -473 -0.8%
SCP
406
Seizert Capital Partners
Michigan
$13.3M +$69.3K +334 +0.6%
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$13.2M +$186K +899 +2%
DILIC
408
Dai-ichi Life Insurance Company
Japan
$13.2M -$1.25M -6,052 -9%
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$13.2M +$4.19M +20,217 +53%
GGS
410
Galvin Gaustad & Stein
Arizona
$13.2M +$11.8M +56,687 +4,291%
OIAM
411
OFI Invest Asset Management
France
$13.2M +$1.03M +4,946 +9%
NEI
412
Northwest & Ethical Investments
Ontario, Canada
$13.2M -$701K -3,381 -6%
RP
413
Rice Partnership
Hawaii
$13.1M -$25.7K -124 -0.2%
CAM
414
Carret Asset Management
New York
$13.1M -$125K -605 -1%
TAM
415
Tocqueville Asset Management
New York
$13M +$101K +487 +0.9%
GAM
416
Griffin Asset Management
New York
$13M -$188K -908 -2%
MIH
417
Meitav Investment House
Israel
$12.7M +$1.15M +5,559 +11%
HWM
418
HB Wealth Management
Georgia
$12.6M +$398K +1,919 +4%
CAN
419
Cetera Advisor Networks
California
$12.5M +$584K +2,814 +5%
MCM
420
Marsico Capital Management
Colorado
$12.5M – – –
PWM
421
Perigon Wealth Management
California
$12.4M -$474K -2,285 -4%
AWS
422
Atria Wealth Solutions
New York
$12.4M +$697K +3,361 +7%
PI
423
PGGM Investments
Netherlands
$12.4M +$4.11M +19,801 +57%
PAG
424
Private Advisor Group
New Jersey
$12.4M +$297K +1,432 +3%
OSAM
425
O'Shaughnessy Asset Management
Connecticut
$12.4M +$2.8M +13,520 +33%