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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
V
851
ValueWorks
New York
$3.1M -$37.1K -149 -1%
BFO
852
Boston Family Office
Massachusetts
$3.1M
QI
853
QV Investors
Alberta, Canada
$3.1M +$14.9K +60 +0.5%
SPG
854
Strategic Planning Group
Utah
$3.08M +$140K +561 +5%
Impax Asset Management Group
855
Impax Asset Management Group
United Kingdom
$3.08M -$104K -417 -4%
FIM
856
Fruth Investment Management
Texas
$3.08M -$49.8K -200 -2%
SPC
857
Sigma Planning Corp
Michigan
$3.07M +$66K +265 +2%
PWP
858
Private Wealth Partners
California
$3.06M +$17.4K +70 +0.6%
GIA
859
Gladstone Institutional Advisory
Florida
$3.05M -$773K -3,104 -22%
VT
860
Vise Technologies
New York
$3.04M +$854K +3,428 +44%
VI
861
Vestcor Inc
New Brunswick, Canada
$3.04M
CIA
862
Concurrent Investment Advisors
Florida
$3.04M +$182K +731 +7%
GSC
863
G&S Capital
Colorado
$3.03M +$1.16M +4,656 +71%
GWMIA
864
Global Wealth Management Investment Advisory
Florida
$3.03M -$702K -2,819 -20%
ST
865
Smithfield Trust
Pennsylvania
$3.02M +$1.16M +4,646 +72%
FA
866
Fiduciary Alliance
South Carolina
$3.02M +$2.54M +10,183 +1,070%
IVP
867
Intrinsic Value Partners
Arizona
$3.01M -$706K -2,836 -20%
DWM
868
Diversify Wealth Management
Utah
$3M -$1.12M -4,501 -29%
GFA
869
Gifford Fong Associates
California
$2.98M
SWP
870
Strategic Wealth Partners
Ohio
$2.97M +$24.4K +98 +0.9%
LTAS
871
Linden Thomas Advisory Services
North Carolina
$2.97M +$459K +1,845 +20%
FMWA
872
Forvis Mazars Wealth Advisors
Missouri
$2.96M -$1.1M -4,404 -29%
PDM
873
Penn Davis McFarland
Texas
$2.94M +$2.7M +10,852 New
PFA
874
Peak Financial Advisors
Colorado
$2.94M +$2.7M +10,836 New
PCS
875
Personal CFO Solutions
New Jersey
$2.94M -$377K -1,513 -12%