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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Profund Advisors
Maryland
$1.21M -$660K -5,671 -29%
BWM
702
Buckley Wealth Management
Nevada
$1.21M +$322K +2,766 +24%
RIL
703
Rothschild Investment LLC
Illinois
$1.2M -$165K -1,417 -9%
VC
704
Veracity Capital
Georgia
$1.17M -$12.4K -107 -0.8%
CFGS
705
Concourse Financial Group Securities
Alabama
$1.17M +$1.59M +13,646 New
MC
706
Moors & Cabot
Massachusetts
$1.17M -$289K -2,485 -15%
MWM
707
Modera Wealth Management
New Jersey
$1.16M +$95.5K +821 +6%
SIM
708
Stratos Investment Management
Ohio
$1.16M +$1.57M +13,508 New
JCM
709
Jacobi Capital Management
Pennsylvania
$1.16M -$227K -1,950 -13%
GWCM
710
Godshalk Welsh Capital Management
Pennsylvania
$1.15M -$52.4K -450 -3%
SCM
711
SOL Capital Management
Maryland
$1.15M -$5.82K -50 -0.4%
KCM
712
Kanawha Capital Management
Virginia
$1.15M -$3.14K -27 -0.2%
PT
713
Plimoth Trust
Massachusetts
$1.14M -$646K -5,555 -29%
IAS
714
Investment Advisory Services
Texas
$1.14M +$304K +2,611 +24%
CWM
715
Concentric Wealth Management
California
$1.13M +$353K +3,030 +30%
TBA
716
Tower Bridge Advisors
Pennsylvania
$1.13M +$758K +6,515 +98%
CDH
717
Charles D. Hyman
$1.13M -$42.4K -364 -3%
KIA
718
KCM Investment Advisors
California
$1.12M -$1.57M -13,497 -51%
Cerity Partners
719
Cerity Partners
New York
$1.12M -$369K -3,175 -20%
ISL
720
Ingalls & Snyder LLC
New York
$1.11M +$1.51M +12,950 New
BO
721
BRR OpCo
Ohio
$1.11M +$465 +4 +0%
ST
722
Smithfield Trust
Pennsylvania
$1.11M -$114K -980 -7%
VLKIM
723
Van Lanschot Kempen Investment Management
Netherlands
$1.1M +$60.2K +517 +4%
TU
724
TDAM USA
Ontario, Canada
$1.1M -$16.1K -138 -1%
Aristotle Capital Management
725
Aristotle Capital Management
California
$1.09M -$58.1K -499 -4%