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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AG
801
Ascent Group
Virginia
$4.55M +$1.33M +4,176 +44%
GRQ
802
Gardner Russo & Quinn
Pennsylvania
$4.53M -$636 -2 -0%
BCM
803
Birmingham Capital Management
Alabama
$4.48M -$63.6K -200 -1%
CW
804
CreativeOne Wealth
Kansas
$4.48M -$166K -521 -4%
WSFS
805
Wilmington Savings Fund Society
Delaware
$4.48M -$4.43M -13,936 -51%
FTWA
806
Fifth Third Wealth Advisors
Ohio
$4.47M -$83.7K -263 -2%
DWM
807
Diversify Wealth Management
Utah
$4.46M +$173K +545 +5%
PA
808
Parallel Advisors
California
$4.44M +$135K +424 +3%
ZF
809
Zhang Financial
Michigan
$4.44M +$358K +1,126 +9%
GD
810
Grandfield & Dodd
New York
$4.42M +$12.7K +40 +0.3%
BCM
811
Buckhead Capital Management
Georgia
$4.41M +$36.3K +114 +0.9%
FA
812
Fiduciary Alliance
South Carolina
$4.37M -$112K -351 -3%
CWM
813
Compass Wealth Management
Connecticut
$4.36M -$138K -434 -3%
BPC
814
Banque Pictet & Cie
Switzerland
$4.36M -$491K -1,543 -11%
BFO
815
Boston Family Office
Massachusetts
$4.35M -$7.95K -25 -0.2%
JF
816
Jump Financial
Illinois
$4.33M +$4.15M +13,044 New
GSB
817
Greenfield Savings Bank
Massachusetts
$4.32M -$31.2K -98 -0.7%
SVWAG
818
Sound View Wealth Advisors Group
Georgia
$4.32M -$45.8K -144 -1%
RWM
819
Ritholtz Wealth Management
New York
$4.32M +$364K +1,144 +10%
CWI
820
Conscious Wealth Investments
Florida
$4.31M -$40.7K -128 -1%
SSWM
821
Smith Salley Wealth Management
North Carolina
$4.3M -$71.2K -224 -2%
BG
822
BDF Gestion
France
$4.28M -$853K -2,682 -17%
SWA
823
Strata Wealth Advisors
Texas
$4.27M -$3.82K -12 -0.1%
BBA
824
BLB&B Advisors
Pennsylvania
$4.25M -$7.95K -25 -0.2%
ILI
825
Invesco LLC (Illinois)
Illinois
$4.24M -$1.91K -6 -0%