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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ET
401
Equitable Trust
Tennessee
$15.6M -$1.05M -3,543 -6%
KAS
402
Kestra Advisory Services
Texas
$15.5M +$316K +1,070 +2%
PWM
403
Perigon Wealth Management
California
$15.5M +$636K +2,151 +4%
SAM
404
Silvercrest Asset Management
New York
$15.5M +$356K +1,206 +2%
PFS
405
Prospera Financial Services
Texas
$15.4M +$2.52M +8,513 +18%
OC
406
Oppenheimer & Co
New York
$15.3M +$2.04M +6,900 +14%
PAG
407
Private Advisor Group
New Jersey
$15.2M +$552K +1,867 +3%
GIA
408
GHP Investment Advisors
Colorado
$15M -$32.5K -110 -0.2%
MGIA
409
Matthew Goff Investment Advisor
Texas
$14.8M -$1.01M -3,404 -6%
Jones Financial Companies
410
Jones Financial Companies
Missouri
$14.7M +$5.33M +18,017 +48%
TAM
411
Tocqueville Asset Management
New York
$14.6M -$112K -380 -0.7%
CWM
412
Calamos Wealth Management
Illinois
$14.5M +$167K +566 +1%
SC
413
Scotia Capital
Ontario, Canada
$14.5M +$8.22M +27,814 +107%
CA
414
Cullinan Associates
Kentucky
$14.5M +$197K +665 +1%
WIC
415
Willis Investment Counsel
Georgia
$14.4M -$85.4K -289 -0.5%
CAM
416
Carret Asset Management
New York
$14.4M -$479K -1,620 -3%
LTI
417
Laffer Tengler Investments
Tennessee
$14.4M -$861K -2,914 -5%
CAM
418
Cresset Asset Management
Illinois
$14.4M -$759K -2,567 -5%
AI
419
Atria Investments
North Carolina
$14.3M +$960K +3,248 +6%
JF
420
Jump Financial
Illinois
$14.3M +$15.7M +53,233 New
ETC
421
Exchange Traded Concepts
Oklahoma
$14.1M +$5.8M +19,634 +60%
SFA
422
Sequoia Financial Advisors
Ohio
$14M +$7.85M +26,548 +104%
CWM
423
Chemistry Wealth Management
New York
$14M -$3.25K -11 -0%
MG
424
Marex Group
$13.7M -$23.5M -79,621 -61%
CWM
425
Congress Wealth Management
Massachusetts
$13.6M +$2.43M +8,216 +20%