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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
801
Bank Julius Baer & Co
Switzerland
$2.23M -$1.43M -7,897 -40%
CAG
802
Csenge Advisory Group
Florida
$2.22M +$720K +3,989 +51%
SSWM
803
Smith Salley Wealth Management
North Carolina
$2.22M -$1.26K -7 -0.1%
BFO
804
Boston Family Office
Massachusetts
$2.22M +$226K +1,250 +12%
BSA
805
Bull Street Advisors
Georgia
$2.21M +$34.7K +192 +2%
IIL
806
Insight Inv LLC
California
$2.21M +$57.8K +320 +3%
USCWA
807
U.S. Capital Wealth Advisors
Texas
$2.2M +$80.5K +446 +4%
RHBC
808
R.H. Bluestein & Co
Michigan
$2.2M
CCMT
809
CMT Capital Markets Trading
Germany
$2.2M -$4.9M -27,150 -70%
BP
810
Ballentine Partners
Massachusetts
$2.2M +$320K +1,771 +18%
LBC
811
Lowe Brockenbrough & Co
Virginia
$2.19M
WIS
812
Wright Investors Service
Connecticut
$2.19M +$120K +662 +6%
MWM
813
Madison Wealth Management
Ohio
$2.19M -$2.71K -15 -0.1%
SWM
814
Spire Wealth Management
Virginia
$2.18M +$466K +2,583 +28%
FMWA
815
Forvis Mazars Wealth Advisors
Missouri
$2.17M -$111K -615 -5%
LT
816
Lindsell Train
United Kingdom
$2.17M
ACP
817
Arcus Capital Partners
Georgia
$2.17M
GJIC
818
Gamble Jones Investment Counsel
California
$2.16M
CA
819
CSM Advisors
Pennsylvania
$2.16M -$165K -915 -7%
BA
820
Birinyi Associates
Connecticut
$2.16M +$316K +1,750 +18%
RWP
821
RWA Wealth Partners
Massachusetts
$2.15M +$76K +421 +4%
SCM
822
SOL Capital Management
Maryland
$2.14M -$126K -700 -6%
LHC
823
Little House Capital
Massachusetts
$2.14M +$1.81K +10 +0.1%
CCG
824
Ceeto Capital Group
Florida
$2.13M -$542K -3,000 -21%
BSA
825
Braun Stacey Associates
New York
$2.13M +$506K +2,800 +33%