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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RC
551
Roundview Capital
New Jersey
$4.41M +$21.3K +125 +0.5%
PRA
552
Pine Ridge Advisers
New York
$4.33M – – –
QC
553
Quadrature Capital
United Kingdom
$4.3M +$4.49M +26,310 New
BZWA
554
Blue Zone Wealth Advisors
California
$4.28M -$3.24K -19 -0.1%
PWMAG
555
Pinnacle Wealth Management Advisory Group
New Jersey
$4.26M +$2.46M +14,434 +125%
NRCM
556
North Reef Capital Management
California
$4.25M +$4.43M +26,000 New
DADC
557
D.A. Davidson & Co
Montana
$4.25M -$283K -1,661 -6%
PCM
558
Prana Capital Management
Connecticut
$4.24M +$4.41M +25,885 New
BIP
559
Bouvel Investment Partners
Pennsylvania
$4.23M -$16K -94 -0.4%
BWAM
560
Boyd Watterson Asset Management
Ohio
$4.23M +$127K +746 +3%
HWM
561
HB Wealth Management
Georgia
$4.21M +$4.39M +25,753 New
GWM
562
GDS Wealth Management
Texas
$4.2M +$4.37M +25,651 New
Jennison Associates
563
Jennison Associates
New York
$4.19M -$279K -1,639 -6%
NEAM
564
New England Asset Management
Connecticut
$4.19M – – –
BRWA
565
B. Riley Wealth Advisors
Florida
$4.18M -$194K -1,138 -4%
BPA
566
Beacon Pointe Advisors
California
$4.16M -$916K -5,373 -17%
SWIG
567
Strategic Wealth Investment Group
Kentucky
$4.14M +$494K +2,894 +13%
Bessemer Group
568
Bessemer Group
New Jersey
$4.14M +$882K +5,170 +26%
Credit Agricole
569
Credit Agricole
France
$4.13M +$1.4M +8,214 +48%
FG
570
Foster Group
Iowa
$4.12M -$13.5K -79 -0.3%
HW
571
Hancock Whitney
Mississippi
$4.1M -$15.3K -90 -0.4%
BL
572
Bleichroeder LP
New York
$4.09M – – –
SA
573
SRN Advisors
Pennsylvania
$4.08M -$275K -1,612 -6%
PFO
574
Pathstone Family Office
New Jersey
$4.02M -$483K -2,830 -10%
WS
575
Wedbush Securities
California
$4M +$95.5K +560 +2%