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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PI
751
Pettee Investors
Connecticut
$2.44M -$13.3K -80 -0.5%
LWM
752
Lodestone Wealth Management
Washington
$2.42M -$25.4K -153 -1%
NAG
753
Northstar Advisory Group
New Jersey
$2.42M +$2.43M +14,647 New
BSW
754
Buckingham Strategic Wealth
Missouri
$2.4M
RCAG
755
Rehmann Capital Advisory Group
Michigan
$2.4M +$213K +1,285 +10%
Bank Julius Baer & Co
756
Bank Julius Baer & Co
Switzerland
$2.39M +$387K +2,330 +19%
CC
757
Constitution Capital
Connecticut
$2.38M +$788K +4,750 +49%
WPW
758
Warther Private Wealth
Ohio
$2.37M +$37.5K +226 +2%
EIM
759
Essex Investment Management
Massachusetts
$2.36M -$81.9K -494 -3%
BFG
760
Bleakley Financial Group
New Jersey
$2.34M +$140K +843 +6%
CT
761
Coastline Trust
Rhode Island
$2.34M -$14.8K -89 -0.6%
CAM
762
Columbia Asset Management
Michigan
$2.34M +$15.4K +93 +0.7%
BP
763
Ballentine Partners
Massachusetts
$2.34M +$216K +1,304 +10%
BFA
764
Brendel Financial Advisors
New Hampshire
$2.32M +$2.33M +14,064 New
IAS
765
Investment Advisory Services
Texas
$2.31M +$16.8K +101 +0.7%
LC
766
Lincoln Capital
Nebraska
$2.31M +$14.9K +90 +0.6%
AT
767
American Trust
Kentucky
$2.29M +$608K +3,666 +36%
LIP
768
Lighthouse Investment Partners
Florida
$2.28M +$2.3M +13,843 New
KIA
769
KCM Investment Advisors
California
$2.28M +$123K +740 +6%
GWCM
770
Godshalk Welsh Capital Management
Pennsylvania
$2.25M -$24.9K -150 -1%
TH
771
TCTC Holdings
Texas
$2.25M +$389K +2,342 +21%
SBIA
772
Sheaff Brock Investment Advisors
Indiana
$2.25M +$34.2K +206 +2%
FSA
773
Fort Sheridan Advisors
Illinois
$2.23M
HTC
774
Haverford Trust Company
Pennsylvania
$2.22M -$213K -1,284 -9%
BFA
775
Benedict Financial Advisors
Georgia
$2.21M +$4.48K +27 +0.2%