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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PI
601
PFS Investments
Georgia
$2.9M +$256K +1,938 +10%
KC
602
Kingfisher Capital
North Carolina
$2.9M +$2.7M +20,471 New
ADL
603
Asset Dedication LLC
California
$2.87M -$650K -4,921 -20%
Lido Advisors
604
Lido Advisors
California
$2.85M +$194K +1,466 +8%
CAN
605
Cetera Advisor Networks
California
$2.84M -$209K -1,580 -7%
MYLI
606
Meiji Yasuda Life Insurance
Japan
$2.83M -$182K -1,377 -6%
TU
607
TDAM USA
Ontario, Canada
$2.82M +$15.3K +116 +0.6%
VMPIC
608
Varma Mutual Pension Insurance Co
Finland
$2.79M – – –
MAM
609
Meeder Asset Management
Ohio
$2.78M +$1.77M +13,393 +214%
AWM
610
Avior Wealth Management
Nebraska
$2.76M +$13.3K +101 +0.5%
CA
611
Clearstead Advisors
Ohio
$2.74M -$161K -1,215 -6%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$2.7M -$77.6K -587 -3%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.7M +$39.8K +301 +2%
ODCM
614
Old Dominion Capital Management
Virginia
$2.69M -$69.4K -525 -3%
UB
615
UMB Bank
Missouri
$2.68M -$53.6K -406 -2%
M
616
Mirova
France
$2.68M +$2.51M +18,964 New
RJT
617
Raymond James Trust
Florida
$2.68M +$69.5K +526 +3%
SAM
618
Sawgrass Asset Management
Florida
$2.66M -$47.8K -362 -2%
Primecap Management
619
Primecap Management
California
$2.66M – – –
RIM
620
Redpoint Investment Management
Australia
$2.65M – – –
KPWS
621
Kestra Private Wealth Services
Texas
$2.64M +$82.1K +621 +3%
TW
622
TrinityPoint Wealth
Connecticut
$2.64M +$29.6K +224 +1%
EI
623
Ethic Inc
New York
$2.64M +$814K +6,164 +49%
BFIM
624
Beese Fulmer Investment Management
Ohio
$2.63M -$11.9K -90 -0.5%
IAA
625
Independent Advisor Alliance
North Carolina
$2.63M +$65.7K +497 +3%