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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$4.14M +$171K +739 +4%
UF
702
Univest Financial
Pennsylvania
$4.13M -$241K -1,042 -6%
RBA
703
Richard Bernstein Advisors
New York
$4.13M
JCM
704
Jag Capital Management
Missouri
$4.13M -$10.2K -44 -0.2%
PNC
705
Park National Corp
Ohio
$4.12M -$108K -466 -3%
WA
706
WP Advisors
California
$4.1M -$59.3K -256 -1%
GT
707
Glenview Trust
Kentucky
$4.1M -$57.2K -247 -1%
MC
708
Mathes Company
New York
$4.09M +$109K +470 +3%
HTC
709
Haverford Trust Company
Pennsylvania
$4.09M +$1.43M +6,155 +53%
MAM
710
Magellan Asset Management
Australia
$4.09M -$36.8K -159 -0.9%
Envestnet Portfolio Solutions
711
Envestnet Portfolio Solutions
Illinois
$4.07M -$251K -1,084 -6%
NP
712
NorthRock Partners
Minnesota
$4.05M -$54.4K -235 -1%
FHB
713
First Hawaiian Bank
Hawaii
$4.04M -$1.4M -6,034 -26%
VCA
714
Verdence Capital Advisors
Maryland
$4.04M +$116K +503 +3%
SSW
715
Stone Summit Wealth
Florida
$4.04M -$68.3K -295 -2%
JA
716
JLB & Associates
Michigan
$4.03M +$1.2M +5,168 +42%
AWM
717
Avior Wealth Management
Nebraska
$4.02M -$305K -1,317 -7%
NW
718
NewEdge Wealth
Pennsylvania
$3.99M -$165K -711 -4%
BRWA
719
B. Riley Wealth Advisors
Florida
$3.98M -$870K -3,757 -18%
MAM
720
Milestone Asset Management
Pennsylvania
$3.97M -$1.18M -5,111 -23%
CCM
721
Condor Capital Management
New Jersey
$3.96M -$105K -455 -3%
BFA
722
Bill Few Associates
Pennsylvania
$3.94M -$119K -512 -3%
RCA
723
Resonant Capital Advisors
Wisconsin
$3.93M +$36.4K +157 +0.9%
TFA
724
Teamwork Financial Advisors
Texas
$3.93M +$808K +3,490 +26%
PTCG
725
Pring Turner Capital Group
California
$3.93M