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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Cetera Advisors
Colorado
$1.77M +$103K +659 +7%
AAS
802
Avantax Advisory Services
Texas
$1.76M -$41.5K -265 -2%
DWM
803
Dakota Wealth Management
Florida
$1.76M +$82.2K +525 +5%
CCP
804
Corient Capital Partners
California
$1.74M +$71.4K +456 +5%
MCM
805
McMillion Capital Management
North Carolina
$1.74M
HVIA
806
Hudson Valley Investment Advisors
New York
$1.73M +$295K +1,882 +22%
WC
807
Woodstock Corp
Massachusetts
$1.73M +$18.3K +117 +1%
HIC
808
Hartline Investment Corp
Illinois
$1.73M
S
809
Seeyond
France
$1.73M -$45.1K -288 -3%
IPW
810
Inlet Private Wealth
Florida
$1.72M +$470 +3 +0%
USGIU
811
U.S. Global Investors (USGI)
Texas
$1.72M +$1.63M +10,394 New
IWA
812
Intercontinental Wealth Advisors
Texas
$1.71M -$79.1K -505 -5%
Assenagon Asset Management
813
Assenagon Asset Management
Luxembourg
$1.7M +$41.7K +266 +3%
FWA
814
FOCUS Wealth Advisors
Texas
$1.7M -$47.9K -306 -3%
GG
815
Greenwood Gearhart
Arkansas
$1.7M -$49.3K -315 -3%
WIS
816
Wright Investors Service
Connecticut
$1.7M +$190K +1,210 +13%
TBNY
817
Trustco Bank (New York)
New York
$1.7M -$94K -600 -6%
SOAMC
818
Spirit of America Management Corp
New York
$1.69M
IFWM
819
Institute for Wealth Management
Colorado
$1.69M -$38.1K -243 -2%
HWMA
820
Heritage Wealth Management (Arizona)
Arizona
$1.69M +$77.5K +495 +5%
ISL
821
Ingalls & Snyder LLC
New York
$1.68M
AIM
822
Anchor Investment Management
South Carolina
$1.68M +$43.7K +279 +3%
CC
823
Chicago Capital
Illinois
$1.66M -$5.48K -35 -0.3%
LWCFA
824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.65M -$111K -708 -7%
CDH
825
Charles D. Hyman
$1.65M