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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
651
HBK Sorce Advisory
Pennsylvania
$1.6M +$180K +1,952 +13%
BL
652
BFSG LLC
California
$1.59M +$92.5K +1,005 +6%
VLKIM
653
Van Lanschot Kempen Investment Management
Netherlands
$1.59M +$351K +3,814 +30%
NG
654
Northstar Group
New York
$1.58M +$149K +1,623 +11%
BRWA
655
B. Riley Wealth Advisors
Florida
$1.58M +$501K +5,441 +49%
HCM
656
Howland Capital Management
Massachusetts
$1.58M
AWM
657
Avitas Wealth Management
California
$1.57M +$1.52M +16,534 New
BA
658
Bennicas & Associates
California
$1.57M -$1.29K -14 -0.1%
SC
659
SouthState Corp
Florida
$1.56M -$77.9K -846 -5%
CCG
660
Ceeto Capital Group
Florida
$1.56M +$24.7K +268 +2%
AWM
661
Avior Wealth Management
Nebraska
$1.56M +$39.2K +426 +3%
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M +$44.7K +486 +3%
AR
663
Advisory Research
Illinois
$1.55M -$469K -5,091 -24%
BFO
664
Boston Family Office
Massachusetts
$1.55M
JCM
665
Jacobi Capital Management
Pennsylvania
$1.55M +$257K +2,787 +21%
ECM
666
Everence Capital Management
Indiana
$1.55M
KRSITF
667
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55M -$378K -4,104 -20%
MIA
668
MainStreet Investment Advisors
Illinois
$1.54M -$346K -3,755 -19%
CLOS
669
Compagnie Lombard Odier SCmA
Switzerland
$1.53M -$2.39M -25,950 -62%
FAAS
670
First Allied Advisory Services
California
$1.53M -$198K -2,151 -12%
PAM
671
Private Asset Management
California
$1.53M
WIS
672
Wright Investors Service
Connecticut
$1.52M -$2.49M -27,015 -63%
AT
673
Arden Trust
Delaware
$1.52M -$40.5K -440 -3%
BBA
674
BLB&B Advisors
Pennsylvania
$1.52M -$52.4K -569 -3%
Bank Julius Baer & Co
675
Bank Julius Baer & Co
Switzerland
$1.51M -$279K -3,034 -16%