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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
626
Verdence Capital Advisors
Maryland
$3.2M -$254K -1,536 -6%
CM
627
Castleark Management
Illinois
$3.19M – – –
GIM
628
Grassi Investment Management
California
$3.18M – – –
WCM
629
Wisconsin Capital Management
Wisconsin
$3.17M +$902K +5,459 +31%
MCM
630
Mitchell Capital Management
Kansas
$3.17M +$135K +820 +4%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$3.16M +$251K +1,522 +7%
SLI
632
Sumitomo Life Insurance
Japan
$3.15M +$69.4K +420 +2%
FBA
633
Front Barnett Associates
Illinois
$3.14M -$80.9K -490 -2%
CWM
634
Chemistry Wealth Management
New York
$3.13M -$84.4K -511 -2%
NLP
635
Next Level Private
New York
$3.13M +$3.37M +20,407 +949%
USAA
636
United Services Automobile Association
Texas
$3.12M +$3.72M +22,520 New
HI
637
Horizon Investments
North Carolina
$3.09M +$3.68M +22,271 New
CCM
638
Cullen Capital Management
New York
$3.08M -$118K -714 -3%
FM
639
Family Management
New York
$3.08M -$66.6K -403 -2%
FC
640
FORA Capital
Florida
$3.06M +$3.65M +22,076 New
BZWA
641
Blue Zone Wealth Advisors
California
$3.05M -$83.3K -504 -2%
BRWA
642
B. Riley Wealth Advisors
Florida
$3.04M -$177K -1,074 -5%
VVP
643
Venture Visionary Partners
Ohio
$3.02M +$15.2K +92 +0.4%
BIAS
644
Beacon Investment Advisory Services
New Jersey
$3.01M +$17.8K +108 +0.5%
SWP
645
Strategic Wealth Partners
Ohio
$3.01M -$157K -949 -4%
BAM
646
Belpointe Asset Management
Nevada
$3M +$2.11M +12,779 +144%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$2.99M -$49.7K -301 -1%
GD
648
Grandfield & Dodd
New York
$2.96M -$165K -1,000 -4%
SW
649
SVB Wealth
Massachusetts
$2.95M -$97.1K -588 -3%
KSWA
650
Kathleen S. Wright Associates
Pennsylvania
$2.94M +$496 +3 +0%