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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
751
Concurrent Investment Advisors
Florida
$2.63M +$2.26M +14,041 New
WB
752
Webster Bank
Connecticut
$2.63M -$63.6K -395 -3%
BFA
753
Brendel Financial Advisors
New Hampshire
$2.63M +$2.26M +14,021 New
EH
754
Equitable Holdings
New York
$2.62M +$384K +2,385 +21%
TA
755
Townsend & Associates
Colorado
$2.61M +$10.9K +68 +0.5%
TH
756
TCTC Holdings
Texas
$2.59M +$21.4K +133 +1%
GD
757
Grandfield & Dodd
New York
$2.59M -$137K -850 -6%
BFA
758
Benedict Financial Advisors
Georgia
$2.58M +$57.1K +355 +3%
CFGS
759
Concourse Financial Group Securities
Alabama
$2.58M -$164K -1,019 -7%
TMAM
760
Tokio Marine Asset Management
Japan
$2.58M +$77.3K +480 +4%
CWMU
761
Caliber Wealth Management (Utah)
Utah
$2.58M +$73.1K +454 +3%
FSA
762
Fort Sheridan Advisors
Illinois
$2.56M
SS
763
Simplicity Solutions
Minnesota
$2.56M +$177K +1,102 +9%
SBIA
764
Sheaff Brock Investment Advisors
Indiana
$2.55M
BFO
765
Boston Family Office
Massachusetts
$2.55M -$17.7K -110 -0.8%
PFSC
766
Peoples Financial Services Corp
Pennsylvania
$2.54M -$41.9K -260 -2%
TPCW
767
TD Private Client Wealth
New York
$2.54M +$7.89K +49 +0.4%
CAM
768
Columbia Asset Management
Michigan
$2.54M +$18.4K +114 +0.8%
ILI
769
Invesco LLC (Illinois)
Illinois
$2.52M -$17.7K -110 -0.8%
GSB
770
Greenfield Savings Bank
Massachusetts
$2.52M +$39.9K +248 +2%
CG
771
Caprock Group
Idaho
$2.51M +$95.5K +593 +5%
Impax Asset Management Group
772
Impax Asset Management Group
United Kingdom
$2.51M +$29.1K +181 +1%
FDS
773
First Dallas Securities
Texas
$2.5M +$1.91M +11,849 +777%
CT
774
Colonial Trust
South Carolina
$2.5M +$320K +1,987 +17%
CA
775
Commerzbank Aktiengesellschaft
Germany
$2.5M -$3.97M -24,644 -65%