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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
751
Karani Asset Management
New York
$2.1M -$888K -5,431 -28%
Envestnet Portfolio Solutions
752
Envestnet Portfolio Solutions
Illinois
$2.08M +$2.28M +13,951 New
AAS
753
Avantax Advisory Services
Texas
$2.08M -$22.4K -137 -1%
AA
754
ALPS Advisors
Colorado
$2.07M +$63.6K +389 +3%
PFSC
755
Peoples Financial Services Corp
Pennsylvania
$2.06M -$141K -862 -6%
BFO
756
Boston Family Office
Massachusetts
$2.05M -$8.18K -50 -0.4%
TH
757
TCTC Holdings
Texas
$2.04M +$12.3K +75 +0.6%
FSA
758
Fort Sheridan Advisors
Illinois
$2.04M +$24.5K +150 +1%
CWM
759
C2C Wealth Management
Arizona
$2.04M
SBIA
760
Sheaff Brock Investment Advisors
Indiana
$2.03M +$164 +1 +0%
ILI
761
Invesco LLC (Illinois)
Illinois
$2.03M +$4.91K +30 +0.2%
NW
762
NewEdge Wealth
Pennsylvania
$2.02M +$65.1K +398 +3%
CIP
763
Chartwell Investment Partners
Pennsylvania
$2.02M -$1.35M -8,246 -38%
GWCM
764
Godshalk Welsh Capital Management
Pennsylvania
$2.02M -$4.09K -25 -0.2%
RT
765
Rockland Trust
Massachusetts
$2.02M -$1.01M -6,184 -31%
TPCW
766
TD Private Client Wealth
New York
$2.01M -$1.68M -10,253 -43%
VI
767
Vestcor Inc
New Brunswick, Canada
$2.01M -$255K -1,561 -10%
BFA
768
Benedict Financial Advisors
Georgia
$2M +$9.65K +59 +0.4%
CAM
769
Columbia Asset Management
Michigan
$2M -$44.3K -271 -2%
SC
770
Sawyer & Company
Massachusetts
$2M -$12.3K -75 -0.6%
ACA
771
Aptus Capital Advisors
Alabama
$1.99M +$332K +2,030 +18%
RWP
772
RWA Wealth Partners
Massachusetts
$1.99M +$67.6K +413 +3%
TMAM
773
Tokio Marine Asset Management
Japan
$1.98M +$34.8K +213 +2%
CWMU
774
Caliber Wealth Management (Utah)
Utah
$1.98M +$145K +889 +7%
SI
775
Saxon Interests
Texas
$1.98M +$1.4M +8,583 +182%