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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Strata Wealth Advisors
Texas
$3.27M +$2.81M +17,479 New
GAM
702
Groupama Asset Management
France
$3.27M +$2.81M +17,450 New
FTDI
703
First Trust Direct Indexing
Massachusetts
$3.26M +$1.45M +8,995 +107%
MC
704
Mathes Company
New York
$3.24M +$4.02K +25 +0.1%
MYLI
705
Meiji Yasuda Life Insurance
Japan
$3.23M -$663K -4,119 -19%
SCM
706
Shelton Capital Management
Colorado
$3.22M -$1.02M -6,312 -27%
BW
707
Bison Wealth
Georgia
$3.22M -$516K -3,208 -16%
PTCG
708
Pring Turner Capital Group
California
$3.18M
PAM
709
Panagora Asset Management
Massachusetts
$3.17M -$4.65M -28,896 -63%
NP
710
NorthRock Partners
Minnesota
$3.15M +$1.94M +12,068 +253%
RCA
711
Resonant Capital Advisors
Wisconsin
$3.14M -$203K -1,260 -7%
LWM
712
Lodestone Wealth Management
Washington
$3.13M -$22.5K -140 -0.8%
NRG
713
Nemes Rush Group
Michigan
$3.12M -$19.5K -121 -0.7%
NW
714
NewEdge Wealth
Pennsylvania
$3.09M +$476K +2,960 +22%
CNBT
715
Canandaigua National Bank & Trust
New York
$3.07M -$90.5K -562 -3%
IWC
716
Integrated Wealth Concepts
Massachusetts
$3.05M -$320K -1,986 -11%
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M -$66.5K -413 -3%
OAM
718
Ostrum Asset Management
France
$3M +$241K +1,497 +10%
BAM
719
Brave Asset Management
New Jersey
$3M +$6.76K +42 +0.3%
BP
720
Ballentine Partners
Massachusetts
$2.96M +$474K +2,945 +23%
ACIM
721
Azimuth Capital Investment Management
Michigan
$2.96M -$393K -2,439 -13%
Acadian Asset Management
722
Acadian Asset Management
Massachusetts
$2.96M +$1.39M +8,652 +121%
LC
723
Lincoln Capital
Nebraska
$2.95M +$12.1K +75 +0.5%
SW
724
SVB Wealth
Massachusetts
$2.93M -$866K -5,379 -26%
VFA
725
Valeo Financial Advisors
Indiana
$2.93M +$226K +1,407 +10%