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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Concentric Wealth Management
California
$4.11M +$12.4K +79 +0.3%
AP
552
Advisor Partners
California
$4.11M -$63.7K -407 -2%
Jane Street
553
Jane Street
New York
$4.05M +$1.88M +12,012 +96%
FHB
554
First Hawaiian Bank
Hawaii
$4.05M -$1.11M -7,088 -22%
BWAM
555
Boyd Watterson Asset Management
Ohio
$4.02M +$12.5K +80 +0.3%
PI
556
PFS Investments
Georgia
$4.01M +$443K +2,826 +14%
PFO
557
Pathstone Family Office
New Jersey
$3.99M +$297K +1,894 +9%
WS
558
Wedbush Securities
California
$3.93M +$135K +865 +4%
FM
559
Family Management
New York
$3.93M +$3.72M +23,761 New
CI
560
Ceera Investments
Texas
$3.92M
HCM
561
Hutner Capital Management
Vermont
$3.9M -$8.61K -55 -0.2%
SA
562
SRN Advisors
Pennsylvania
$3.9M -$106K -677 -3%
AS
563
Altshuler Shaham
Israel
$3.87M +$37.9K +242 +1%
ACM
564
Azimuth Capital Management
Michigan
$3.86M -$201K -1,284 -5%
FG
565
Fiduciary Group
Georgia
$3.85M
VAS
566
Vestmark Advisory Solutions
Massachusetts
$3.83M -$466K -2,976 -11%
RIA
567
Realta Investment Advisors
Delaware
$3.82M +$7.52K +48 +0.2%
RC
568
RBF Capital
California
$3.8M
CM
569
Castleark Management
Illinois
$3.8M +$3.18M +20,300 +759%
GIM
570
Grassi Investment Management
California
$3.79M
FWIA
571
Fort Washington Investment Advisors
Ohio
$3.77M
TAM
572
Taurus Asset Management
New York
$3.76M
AF
573
Alerus Financial
North Dakota
$3.75M -$958K -6,117 -21%
BFEC
574
Benjamin F. Edwards & Company
Missouri
$3.73M +$44.3K +283 +1%
HB
575
Homrich & Berg
Georgia
$3.71M +$257K +1,639 +8%