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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Parallel Advisors
California
$777K -$30.1K -380 -4%
BL
802
Balentine LLC
Georgia
$774K
KIA
803
Kopp Investment Advisors
Minnesota
$774K +$24.8K +314 +4%
SBL
804
Sargent Bickham Lagudis
Colorado
$772K -$19.4K -245 -3%
AI
805
Atria Investments
North Carolina
$772K -$13.8K -174 -2%
VFA
806
Voya Financial Advisors
Connecticut
$759K +$46K +582 +7%
PIM
807
Penobscot Investment Management
Massachusetts
$758K -$15.8K -200 -2%
FIG
808
FundX Investment Group
California
$758K
NAM
809
NTV Asset Management
West Virginia
$758K +$712K +9,000 New
Nuveen Fund Advisors
810
Nuveen Fund Advisors
Illinois
$753K -$1.69M -21,382 -71%
RWA
811
Ropes Wealth Advisors
Massachusetts
$746K -$478K -6,044 -41%
IHL
812
Investment House LLC
California
$743K
Lido Advisors
813
Lido Advisors
California
$742K +$43.1K +545 +7%
RIM
814
Rampart Investment Management
Connecticut
$736K +$523K +6,612 +311%
SPC
815
Stewart & Patten Company
California
$731K -$7.83K -99 -1%
IB
816
Intrust Bank
Kansas
$730K +$1.58K +20 +0.2%
DPIM
817
Duff & Phelps Investment Management
Illinois
$727K -$51.4K -650 -7%
PWP
818
Private Wealth Partners
California
$718K
WSC
819
Wellington Shields & Co
New York
$716K
EWM
820
Evercore Wealth Management
New York
$711K -$62.4K -789 -9%
PC
821
Pecaut & Co
Iowa
$708K -$47.5K -600 -7%
WTB
822
Washington Trust Bank
Washington
$700K
PAM
823
Palisade Asset Management
Minnesota
$695K
RG
824
Rathbones Group
United Kingdom
$689K
NPC
825
National Planning Corporation
California
$688K -$47.6K -601 -7%