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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BP
776
Ballentine Partners
Massachusetts
$1.9M +$18.5K +125 +1%
NHC
777
Nicholas Hoffman & Company
Georgia
$1.9M +$47.4K +320 +3%
JCM
778
Jacobi Capital Management
Pennsylvania
$1.9M +$17.6K +119 +0.9%
QCG
779
Quadrant Capital Group
Ohio
$1.9M +$6.52K +44 +0.3%
BP
780
BBR Partners
New York
$1.89M -$14.8K -100 -0.8%
MC
781
Moors & Cabot
Massachusetts
$1.88M +$59.4K +401 +3%
BZWA
782
Blue Zone Wealth Advisors
California
$1.88M -$445 -3 -0%
MWM
783
Madison Wealth Management
Ohio
$1.88M +$80.3K +542 +4%
CTA
784
Colonial Trust Advisors
South Carolina
$1.87M +$1.36M +9,171 +264%
CCM
785
Coldstream Capital Management
Washington
$1.87M +$1.87M +12,634 New
AWA
786
Aaron Wealth Advisors
Illinois
$1.87M +$164K +1,104 +10%
PAG
787
Private Advisor Group
New Jersey
$1.86M +$1.31M +8,808 +21%
ACP
788
Aviance Capital Partners
Florida
$1.85M +$148 +1 +0%
SSWM
789
Smith Salley Wealth Management
North Carolina
$1.85M
WG
790
Welch Group
Alabama
$1.84M -$99.4K -671 -5%
QCM
791
Quantinno Capital Management
New York
$1.83M +$615K +4,153 +50%
CCG
792
Ceeto Capital Group
Florida
$1.83M
MA
793
Montag & Associates
Georgia
$1.82M +$12.2K +82 +0.7%
CAM
794
Cresset Asset Management
Illinois
$1.82M -$159K -1,075 -5%
PCS
795
Personal CFO Solutions
New Jersey
$1.8M +$713K +4,814 +66%
Bank Julius Baer & Co
796
Bank Julius Baer & Co
Switzerland
$1.8M +$581K +3,924 +48%
MMPW
797
Mitchell McLeod Pugh & Williams
Alabama
$1.79M -$65.9K -445 -4%
CT
798
Caldwell Trust
Florida
$1.79M -$5.63K -38 -0.3%
CW
799
CreativeOne Wealth
Kansas
$1.78M +$38.8K +262 +2%
IIL
800
Insight Inv LLC
California
$1.77M +$20K +135 +1%