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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
C2C Wealth Management
Arizona
$2.19M +$964K +5,814 +73%
PAM
777
Private Asset Management
California
$2.19M
TCPWM
778
Traverso Chambers Private Wealth Management
California
$2.18M
SC
779
Sawyer & Company
Massachusetts
$2.17M -$15.8K -95 -0.7%
BFO
780
Boston Family Office
Massachusetts
$2.15M +$16.6K +100 +0.8%
SC
781
SouthState Corp
Florida
$2.15M +$24.2K +146 +1%
Empower Advisory Group
782
Empower Advisory Group
Colorado
$2.15M +$2.18M +13,114 New
HI
783
Horizon Investments
North Carolina
$2.15M -$1.21M -7,310 -36%
MWM
784
Madison Wealth Management
Ohio
$2.14M +$43.3K +261 +2%
PCS
785
Personal CFO Solutions
New Jersey
$2.13M +$129K +775 +6%
MGIA
786
Moneta Group Investment Advisors
Missouri
$2.13M +$566K +3,413 +36%
WOC
787
West Oak Capital
California
$2.13M -$223K -1,345 -9%
CCM
788
Coldstream Capital Management
Washington
$2.12M +$41K +247 +2%
AWA
789
Aaron Wealth Advisors
Illinois
$2.12M +$39.3K +237 +2%
GSB
790
Greenfield Savings Bank
Massachusetts
$2.12M -$6.64K -40 -0.3%
BP
791
BBR Partners
New York
$2.11M +$7.8K +47 +0.4%
QCG
792
Quadrant Capital Group
Ohio
$2.1M -$14.4K -87 -0.7%
CW
793
CreativeOne Wealth
Kansas
$2.1M +$110K +662 +5%
NHC
794
Nicholas Hoffman & Company
Georgia
$2.1M -$22.7K -137 -1%
JCM
795
Jacobi Capital Management
Pennsylvania
$2.09M -$25.7K -155 -1%
QI
796
QV Investors
Alberta, Canada
$2.09M -$113K -680 -5%
AIM
797
AHL Investment Management
Florida
$2.09M -$96.2K -580 -4%
TMAM
798
Tokio Marine Asset Management
Japan
$2.09M +$169K +1,020 +9%
AS
799
Altshuler Shaham
Israel
$2.08M -$132K -795 -6%
JGC
800
J. Goldman & Co
New York
$2.07M -$1.73M -10,399 -45%