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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TC
826
TwinBeech Capital
New York
$5.06M +$4.9M +13,682 New
CW
827
CreativeOne Wealth
Kansas
$5.04M +$53.3K +149 +1%
WSFS
828
Wilmington Savings Fund Society
Delaware
$5.03M +$46.9K +131 +1%
GIM
829
Goelzer Investment Management
Indiana
$5.03M -$84.8K -237 -2%
PMWMG
830
Parr McKnight Wealth Management Group
Minnesota
$5.02M -$69.8K -195 -1%
PA
831
Parallel Advisors
California
$5.02M +$76.6K +214 +2%
YIH
832
Y-Intercept (HK)
Hong Kong
$5.02M +$4.86M +13,568 New
FTWA
833
Fifth Third Wealth Advisors
Ohio
$5.01M +$33.6K +94 +0.7%
CTA
834
Clear Trail Advisors
Texas
$5M +$4.84M +13,517 New
BCM
835
Buckhead Capital Management
Georgia
$4.92M +$6.8K +19 +0.1%
CPBTD
836
Central Pacific Bank - Trust Division
Hawaii
$4.92M +$275K +769 +6%
GD
837
Grandfield & Dodd
New York
$4.92M -$8.59K -24 -0.2%
BCM
838
Birmingham Capital Management
Alabama
$4.91M -$80.5K -225 -2%
CC
839
Constitution Capital
Connecticut
$4.91M +$231K +645 +5%
FA
840
Fiduciary Alliance
South Carolina
$4.91M +$39.7K +111 +0.8%
XT
841
XTX Topco
Cayman Islands
$4.89M +$4.23M +11,830 +852%
SVWAG
842
Sound View Wealth Advisors Group
Georgia
$4.86M +$49K +137 +1%
MPPLM
843
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.84M +$193K +540 +4%
RA
844
RFG Advisory
Alabama
$4.84M +$389K +1,088 +9%
TPCW
845
TD Private Client Wealth
New York
$4.79M -$306K -856 -6%
SSWM
846
Smith Salley Wealth Management
North Carolina
$4.79M +$358 +1 +0%
JFG
847
Jefferies Financial Group
New York
$4.78M -$8.02M -22,408 -63%
HIS
848
Horizon Investment Services
Indiana
$4.78M +$194K +543 +4%
BFO
849
Boston Family Office
Massachusetts
$4.78M -$69.8K -195 -1%
SWA
850
Strata Wealth Advisors
Texas
$4.75M +$358 +1 +0%