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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
801
Advisor Resource Council
Texas
$1.78M +$1.69M +10,765 New
CA
802
Cetera Advisors
Colorado
$1.77M +$103K +659 +7%
AAS
803
Avantax Advisory Services
Texas
$1.76M -$41.5K -265 -2%
DWM
804
Dakota Wealth Management
Florida
$1.76M +$82.2K +525 +5%
CCP
805
Corient Capital Partners
California
$1.74M +$71.4K +456 +5%
MCM
806
McMillion Capital Management
North Carolina
$1.74M – – –
HVIA
807
Hudson Valley Investment Advisors
New York
$1.73M +$295K +1,882 +22%
WC
808
Woodstock Corp
Massachusetts
$1.73M +$18.3K +117 +1%
HIC
809
Hartline Investment Corp
Illinois
$1.73M – – –
S
810
Seeyond
France
$1.73M -$45.1K -288 -3%
IPW
811
Inlet Private Wealth
Florida
$1.72M +$470 +3 +0%
USGIU
812
U.S. Global Investors (USGI)
Texas
$1.72M +$1.63M +10,394 New
IWA
813
Intercontinental Wealth Advisors
Texas
$1.71M -$79.1K -505 -5%
Assenagon Asset Management
814
Assenagon Asset Management
Luxembourg
$1.7M +$41.7K +266 +3%
FWA
815
FOCUS Wealth Advisors
Texas
$1.7M -$47.9K -306 -3%
GG
816
Greenwood Gearhart
Arkansas
$1.7M -$49.3K -315 -3%
WIS
817
Wright Investors Service
Connecticut
$1.7M +$190K +1,210 +13%
TBNY
818
Trustco Bank (New York)
New York
$1.7M -$94K -600 -6%
SOAMC
819
Spirit of America Management Corp
New York
$1.69M – – –
IFWM
820
Institute for Wealth Management
Colorado
$1.69M -$38.1K -243 -2%
HWMA
821
Heritage Wealth Management (Arizona)
Arizona
$1.69M +$77.5K +495 +5%
ISL
822
Ingalls & Snyder LLC
New York
$1.68M – – –
AIM
823
Anchor Investment Management
South Carolina
$1.68M +$43.7K +279 +3%
CC
824
Chicago Capital
Illinois
$1.66M -$5.48K -35 -0.3%
LWCFA
825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.65M -$111K -708 -7%