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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$4.3M -$454K -2,516 -10%
CAM
602
Cresset Asset Management
Illinois
$4.3M -$72.2K -400 -2%
CM
603
Castleark Management
Illinois
$4.3M – – –
GIM
604
Grassi Investment Management
California
$4.29M – – –
CCM
605
Cullen Capital Management
New York
$4.29M +$385K +2,131 +10%
FWIA
606
Fort Washington Investment Advisors
Ohio
$4.28M – – –
KC
607
Kingfisher Capital
North Carolina
$4.24M -$16.6K -92 -0.4%
SWP
608
Strategic Wealth Partners
Ohio
$4.24M +$209K +1,156 +5%
FM
609
Family Management
New York
$4.23M +$3.97K +22 +0.1%
BZWA
610
Blue Zone Wealth Advisors
California
$4.21M -$656K -3,634 -14%
EP
611
Eudaimonia Partners
Tennessee
$4.19M +$4.05M +22,419 New
GD
612
Grandfield & Dodd
New York
$4.19M – – –
AWM
613
Avitas Wealth Management
California
$4.18M -$1.07M -5,928 -21%
SLI
614
Sumitomo Life Insurance
Japan
$4.17M -$58.5K -324 -1%
MCM
615
Mitchell Capital Management
Kansas
$4.13M -$1.17M -6,452 -23%
Cetera Investment Advisers
616
Cetera Investment Advisers
Illinois
$4.12M -$229K -1,268 -5%
CCM
617
Covington Capital Management
California
$4.12M +$2.71K +15 +0.1%
EI
618
Ethic Inc
New York
$4.1M +$451K +2,495 +13%
MNBTD
619
Moody National Bank Trust Division
Texas
$4.1M -$58.5K -324 -1%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$4.1M -$74K -410 -2%
SG
621
Stonnington Group
California
$4.1M +$781K +4,325 +23%
WWM
622
Western Wealth Management
Colorado
$4.09M +$2.59M +14,328 +190%
SW
623
SVB Wealth
Massachusetts
$4.09M +$99K +548 +3%
VVP
624
Venture Visionary Partners
Ohio
$4.06M -$103K -569 -3%
Walleye Trading
625
Walleye Trading
New York
$4.06M -$4.54M -25,116 -54%