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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Grimes & Company
Massachusetts
$14.1M -$307K -859 -2%
MO
502
McMillan Office
Michigan
$14.1M +$13.7M +38,158 New
UAM
503
Unison Asset Management
Florida
$14.1M +$330K +921 +2%
SVCP
504
Silicon Valley Capital Partners
California
$14M -$391K -1,092 -3%
DADC
505
D.A. Davidson & Co
Montana
$14M +$829K +2,316 +7%
RCM
506
Radnor Capital Management
Pennsylvania
$13.8M -$109K -305 -0.8%
KFC
507
Klingenstein Fields & Co
New York
$13.8M -$87K -243 -0.6%
DT
508
Diversified Trust
Tennessee
$13.8M -$1.79M -5,014 -12%
NAS
509
NWF Advisory Services
California
$13.7M -$96.6K -270 -0.7%
IIC
510
Ironwood Investment Counsel
Arizona
$13.7M -$585K -1,635 -4%
RCW
511
Rheos Capital Works
Japan
$13.6M
Walleye Capital
512
Walleye Capital
New York
$13.5M +$13.1M +36,565 New
HAG
513
HighPoint Advisor Group
Illinois
$13.5M +$1.85M +5,183 +17%
HVIA
514
Hudson Valley Investment Advisors
New York
$13.5M -$2.78M -7,769 -18%
FFM
515
Fisher Funds Management
New Zealand
$13.5M +$13M +36,256 New
PAG
516
Private Advisory Group
Washington
$13.4M +$763K +2,132 +6%
CA
517
Cornerstone Advisors
North Carolina
$13.4M
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.3M +$2.76M +7,720 +27%
BCPWM
519
Bradley & Co Private Wealth Management
Florida
$13.3M -$343K -959 -3%
SAM
520
Stansberry Asset Management
Texas
$13.2M -$1.14M -3,191 -8%
CWP
521
Cyndeo Wealth Partners
Florida
$13.2M +$271K +758 +2%
MIH
522
Meitav Investment House
Israel
$13.2M +$2.05M +5,737 +19%
CI
523
CX Institutional
Indiana
$13.2M +$439K +1,226 +4%
SF
524
Summit Financial
New Jersey
$13.1M +$248K +694 +2%
ASN
525
Advisory Services Network
Georgia
$13M -$410K -1,145 -3%