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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
801
Abundance Wealth Counselors
Pennsylvania
$975K -$49.6K -504 -5%
ANRIA
802
American National Registered Investment Advisor
Texas
$975K
KS
803
Karpas Strategies
Connecticut
$972K
BCM
804
Boltwood Capital Management
California
$960K -$4.92K -50 -0.5%
CW
805
CreativeOne Wealth
Kansas
$959K -$5.41K -55 -0.6%
SWIG
806
Strategic Wealth Investment Group
Kentucky
$957K +$98K +996 +12%
WSFS
807
Wilmington Savings Fund Society
Delaware
$955K -$75K -762 -7%
HPCM
808
High Pointe Capital Management
Illinois
$951K -$18.7K -190 -2%
MME
809
Meag Munich Ergo
Germany
$947K -$376K -3,820 -29%
CT
810
Coastline Trust
Rhode Island
$944K -$80.7K -820 -8%
CS
811
Comerica Securities
Michigan
$943K -$121K -1,232 -12%
CPSC
812
Carl P. Sherr & Co
Massachusetts
$941K -$24.1K -245 -3%
HFS
813
Hantz Financial Services
Michigan
$940K +$34.1K +347 +4%
TFS
814
TrustCore Financial Services
Tennessee
$938K -$19.7K -200 -2%
EM
815
Excalibur Management
Massachusetts
$935K -$35.4K -360 -4%
CG
816
Caprock Group
Idaho
$930K +$101K +1,028 +12%
SWMG
817
Signature Wealth Management Group
Georgia
$929K +$35.4K +360 +4%
RWA
818
Ropes Wealth Advisors
Massachusetts
$928K -$4.43K -45 -0.5%
Assenagon Asset Management
819
Assenagon Asset Management
Luxembourg
$927K +$910K +9,247 New
MHIC
820
Marble Harbor Investment Counsel
Massachusetts
$926K +$86.1K +875 +10%
GAM
821
Gotham Asset Management
New York
$922K -$256K -2,605 -22%
FDCC
822
Foster Dykema Cabot & Co
Massachusetts
$909K
ACM
823
Ativo Capital Management
Illinois
$907K -$73K -742 -8%
OFS
824
Orrstown Financial Services
Pennsylvania
$907K -$57.5K -584 -6%
JWCA
825
J.W. Coons Advisors
Ohio
$905K -$82.5K -839 -9%