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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
776
Cookson Peirce & Co
Pennsylvania
$3.31M +$3.31M +14,275 New
S
777
SignatureFD
Georgia
$3.3M +$257K +1,108 +8%
CNBT
778
Canandaigua National Bank & Trust
New York
$3.3M -$126K -544 -4%
EWM
779
Evercore Wealth Management
New York
$3.3M -$54.9K -237 -2%
LWM
780
Lodestone Wealth Management
Washington
$3.27M -$560K -2,419 -15%
TA
781
Townsend & Associates
Colorado
$3.27M -$84.3K -364 -3%
BFA
782
Brendel Financial Advisors
New Hampshire
$3.25M
EF
783
Empowered Funds
Pennsylvania
$3.24M +$354K +1,530 +12%
GWMIA
784
Global Wealth Management Investment Advisory
Florida
$3.24M +$117K +504 +4%
PMG
785
ProVise Management Group
Florida
$3.23M -$45.9K -198 -1%
IVP
786
Intrinsic Value Partners
Arizona
$3.23M -$88K -380 -3%
SW
787
SVB Wealth
Massachusetts
$3.23M -$509K -2,200 -14%
CIP
788
Chartwell Investment Partners
Pennsylvania
$3.22M +$56.5K +244 +2%
CAM
789
Columbia Asset Management
Michigan
$3.21M +$76.4K +330 +2%
Jones Financial Companies
790
Jones Financial Companies
Missouri
$3.21M +$2.06M +8,877 +178%
SC
791
SouthState Corp
Florida
$3.21M +$53.5K +231 +2%
CFGS
792
Concourse Financial Group Securities
Alabama
$3.2M +$170K +734 +6%
CII
793
Capital International Inc
California
$3.19M +$3.19M +13,792 New
BW
794
Bison Wealth
Georgia
$3.18M
WB
795
Webster Bank
Connecticut
$3.16M -$148K -638 -4%
TBA
796
Tower Bridge Advisors
Pennsylvania
$3.16M
MFG
797
Merit Financial Group
Georgia
$3.15M +$341K +1,474 +12%
BWM
798
BNC Wealth Management
Oregon
$3.14M +$351K +1,514 +13%
SW
799
Simplicity Wealth
New Jersey
$3.13M -$166K -716 -5%
GD
800
Grandfield & Dodd
New York
$3.12M -$2.08K -9 -0.1%