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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WI
776
Wintrust Investments
Illinois
$1.88M +$1.78M +11,375 New
B
777
Bailard
California
$1.88M -$15.7K -100 -0.9%
LS
778
Livforsakringsbolaget Skandia
Sweden
$1.87M +$204K +1,300 +13%
PMAS
779
PNC Managed Account Solutions
Texas
$1.86M +$1.77M +11,290 New
RIL
780
Rothschild Investment LLC
Illinois
$1.86M +$20K +128 +1%
PWP
781
Private Wealth Partners
California
$1.85M
VFA
782
Valeo Financial Advisors
Indiana
$1.85M -$11.4K -73 -0.6%
NHC
783
Nicholas Hoffman & Company
Georgia
$1.85M +$84.3K +538 +5%
ABC
784
Associated Banc-Corp
Wisconsin
$1.84M +$76.9K +491 +5%
QI
785
QS Investors
New York
$1.83M -$11.1K -71 -0.6%
FP
786
Factorial Partners
New York
$1.83M -$689K -4,400 -28%
CBB
787
Citizens Business Bank
California
$1.83M -$15.7K -100 -0.9%
RWP
788
RWA Wealth Partners
Massachusetts
$1.82M
GFA
789
Gifford Fong Associates
California
$1.82M
TNA
790
True North Advisors
Texas
$1.82M
AR
791
Advisory Research
Illinois
$1.81M -$466K -2,974 -21%
LC
792
Lincoln Capital
Nebraska
$1.81M +$98.5K +629 +6%
HI
793
Harbour Investments
Wisconsin
$1.81M +$3.76K +24 +0.2%
PIM
794
Penobscot Investment Management
Massachusetts
$1.8M +$440K +2,812 +35%
PCA
795
Personal Capital Advisors
California
$1.79M +$80.5K +514 +5%
KWM
796
Keebeck Wealth Management
Illinois
$1.78M +$322K +2,055 +23%
SWMG
797
Signature Wealth Management Group
Georgia
$1.78M +$16.3K +104 +1%
UHC
798
Union Heritage Capital
Michigan
$1.78M
RG
799
Rathbones Group
United Kingdom
$1.78M -$1.88K -12 -0.1%
ARC
800
Advisor Resource Council
Texas
$1.78M +$1.69M +10,765 New