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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$6.43M +$93.9K +377 +2%
CFSG
602
Community Financial Services Group
Vermont
$6.38M -$65K -261 -1%
CWM
603
Concentric Wealth Management
California
$6.38M -$213K -854 -4%
SF
604
Synovus Financial
Georgia
$6.37M +$213K +856 +4%
TCOV
605
Trust Company of Vermont
Vermont
$6.36M +$141K +565 +2%
PIM
606
Plato Investment Management
Australia
$6.35M +$259K +1,041 +5%
EOJOAM
607
E. Ohman J:or Asset Management
Sweden
$6.35M -$299K -1,200 -5%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$6.34M -$166K -668 -3%
SCM
609
Silvant Capital Management
Georgia
$6.34M -$374K -1,500 -6%
KC
610
Kingfisher Capital
North Carolina
$6.34M -$304K -1,221 -5%
GCM
611
Graham Capital Management
Connecticut
$6.32M +$5.81M +23,322 New
FCH
612
Freestone Capital Holdings
Washington
$6.31M +$13.7K +55 +0.2%
GFS
613
GYL Financial Synergies
Connecticut
$6.29M -$45.3K -182 -0.8%
SCP
614
Sandhill Capital Partners
New York
$6.28M +$169K +677 +3%
CT
615
Chicago Trust
Illinois
$6.28M +$208K +835 +4%
BCM
616
Bretton Capital Management
California
$6.26M +$5.75M +23,100 New
RC
617
RBF Capital
California
$6.24M
Carson Wealth (CWM LLC)
618
Carson Wealth (CWM LLC)
Nebraska
$6.23M +$462K +1,857 +9%
SC
619
Scotia Capital
Ontario, Canada
$6.2M +$1.6M +6,443 +39%
HCM
620
Hutner Capital Management
Vermont
$6.15M -$24.9K -100 -0.4%
MA
621
Montag & Associates
Georgia
$6.13M +$411K +1,651 +8%
CCT
622
Chemung Canal Trust
New York
$6.12M -$3.92M -15,749 -41%
ECM
623
ExodusPoint Capital Management
New York
$6.11M +$5.61M +22,534 New
GIM
624
Grassi Investment Management
California
$6.09M
CCM
625
Condor Capital Management
New Jersey
$6.06M +$1.31M +5,266 +31%