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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
Conning Inc
Connecticut
$3.19M -$172K -1,650 -5%
PGIM
527
Pacific Global Investment Management
California
$3.17M -$3.54K -34 -0.1%
RW
528
Rand Wealth
Maryland
$3.1M -$14K -135 -0.5%
HFS
529
HL Financial Services
Kentucky
$3.06M +$866K +8,331 +41%
OCM
530
One Capital Management
California
$3.06M +$43.1K +414 +1%
FCH
531
Freestone Capital Holdings
Washington
$3.05M +$249K +2,390 +9%
GIA
532
GHP Investment Advisors
Colorado
$3.04M +$40.2K +387 +1%
LMGAM
533
Liberty Mutual Group Asset Management
Massachusetts
$3.04M
FA
534
FDx Advisors
Illinois
$3.03M +$205K +1,971 +7%
BWM
535
Buckley Wealth Management
Nevada
$3M +$15.4K +148 +0.5%
CAPTRUST Financial Advisors
536
CAPTRUST Financial Advisors
North Carolina
$3M +$1.98K +19 +0.1%
TW
537
Transform Wealth
Colorado
$2.99M -$10.4K -100 -0.4%
CC
538
Cipher Capital
New York
$2.98M -$2.35M -22,560 -45%
FG
539
Fiduciary Group
Georgia
$2.96M -$69.8K -671 -2%
CWP
540
Capital Wealth Planning
Florida
$2.96M +$2.88M +27,735 New
ACC
541
Accident Compensation Corp
New Zealand
$2.95M
PSUF
542
People's United Financial
Connecticut
$2.94M -$187K -1,794 -6%
RWM
543
Rench Wealth Management
Texas
$2.88M +$16.8K +162 +0.6%
CT
544
Cambridge Trust
Massachusetts
$2.88M +$122K +1,169 +5%
SFA
545
Sequoia Financial Advisors
Ohio
$2.85M +$34.6K +333 +1%
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
$2.83M +$47.5K +457 +2%
Envestnet Asset Management
547
Envestnet Asset Management
Illinois
$2.83M -$5.28M -50,727 -66%
BWAM
548
Boyd Watterson Asset Management
Ohio
$2.79M +$4.99K +48 +0.2%
BFM
549
Boston Financial Management
Massachusetts
$2.78M -$82.2K -790 -3%
PFSC
550
Peoples Financial Services Corp
Pennsylvania
$2.78M -$41.6K -400 -2%