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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
851
Hirtle Callaghan & Co
Pennsylvania
$853K
RWP
852
RWA Wealth Partners
Massachusetts
$851K +$224K +2,281 +36%
PC
853
Pecaut & Co
Iowa
$848K
IHL
854
Investment House LLC
California
$845K +$19.7K +200 +2%
IB
855
Intrust Bank
Kansas
$841K -$4.22K -43 -0.5%
FB
856
Fulton Bank
Pennsylvania
$837K +$5.8K +59 +0.7%
WIC
857
Whitegate Investment Counselors
New Hampshire
$836K
MWNA
858
Marshall Wace North America
New York
$835K -$11.2M -113,758 -93%
PWP
859
Private Wealth Partners
California
$835K
KIA
860
Kopp Investment Advisors
Minnesota
$830K +$983 +10 +0.1%
PAM
861
Palisade Asset Management
Minnesota
$828K
NB
862
NBT Bank
New York
$813K -$10.3K -105 -1%
AFC
863
AFT Forsyth & Company
Florida
$808K +$75.3K +766 +10%
MAA
864
Mraz Amerine & Associates
California
$807K -$590 -6 -0.1%
GT
865
Greenleaf Trust
Michigan
$807K +$207K +2,109 +34%
EFS
866
Essex Financial Services
Connecticut
$806K -$61.7K -628 -7%
Cerity Partners
867
Cerity Partners
New York
$804K +$167K +1,702 +26%
EHC
868
Everett Harris & Co
California
$799K -$9.83K -100 -1%
NA
869
NewEdge Advisors
Louisiana
$793K +$45.9K +467 +6%
CCP
870
Corient Capital Partners
California
$790K +$20.9K +213 +3%
RWA
871
Ropes Wealth Advisors
Massachusetts
$788K
PP
872
Patten & Patten
Tennessee
$784K -$29.5K -300 -4%
CAG
873
Csenge Advisory Group
Florida
$784K +$143K +1,457 +22%
AWA
874
Arete Wealth Advisors
Illinois
$784K +$232K +2,363 +42%
SC
875
Savant Capital
Illinois
$778K -$15.9K -162 -2%