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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
776
Taurus Asset Management
New York
$4.3M – – –
O
777
Ossiam
France
$4.28M -$1.28M -4,469 -24%
S
778
SignatureFD
Georgia
$4.27M +$30.2K +105 +0.7%
GIM
779
Goelzer Investment Management
Indiana
$4.26M -$160K -558 -4%
BRWA
780
B. Riley Wealth Advisors
Florida
$4.24M -$749K -2,607 -15%
TH
781
TCTC Holdings
Texas
$4.24M -$43.7K -152 -1%
WOC
782
West Oak Capital
California
$4.23M -$4.31K -15 -0.1%
BCM
783
Buckhead Capital Management
Georgia
$4.22M -$29.3K -102 -0.7%
OC
784
Optimas Capital
Hong Kong
$4.21M -$1.41M -4,900 -26%
AWM
785
Avior Wealth Management
Nebraska
$4.19M -$805K -2,803 -17%
CWM
786
Compass Wealth Management
Connecticut
$4.18M – – –
AIA
787
AssuredPartners Investment Advisors
Florida
$4.17M +$4.04M +14,058 New
TW
788
Trajan Wealth
Arizona
$4.16M +$407K +1,417 +11%
EWM
789
Evercore Wealth Management
New York
$4.16M +$98.5K +343 +3%
BFA
790
Brendel Financial Advisors
New Hampshire
$4.16M – – –
SIA
791
Schechter Investment Advisors
Michigan
$4.16M -$135K -470 -3%
CPC
792
CFC Planning Company
Indiana
$4.1M +$3.97M +13,828 New
TPCW
793
TD Private Client Wealth
New York
$4.1M +$8.33K +29 +0.2%
RBA
794
Richard Bernstein Advisors
New York
$4.1M -$1.16M -4,032 -23%
SC
795
SouthState Corp
Florida
$4.07M -$166K -579 -4%
Acadian Asset Management
796
Acadian Asset Management
Massachusetts
$4.07M -$3.88M -13,498 -50%
LWM
797
Lodestone Wealth Management
Washington
$4.06M -$85.9K -299 -2%
TA
798
Townsend & Associates
Colorado
$4.05M -$199K -692 -5%
AWA
799
Arete Wealth Advisors
Illinois
$4.03M +$488K +1,697 +14%
MAS
800
Meeder Advisory Services
Ohio
$4.02M +$13.8K +48 +0.4%