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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
IAM
851
Infusive Asset Management
New York
$3.98M -$166K -522 -4%
SIG
852
Sargent Investment Group
Maryland
$3.97M +$128K +403 +3%
CNBT
853
Canandaigua National Bank & Trust
New York
$3.96M -$3.82K -12 -0.1%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$3.96M -$107K -337 -3%
HCA
855
Harbor Capital Advisors
Illinois
$3.96M +$65.2K +205 +2%
GWMR
856
GC Wealth Management RIA
Massachusetts
$3.96M +$2.08M +6,537 +122%
VIM
857
Vinva Investment Management
Australia
$3.95M -$930K -2,924 -20%
CAM
858
Columbia Asset Management
Michigan
$3.94M -$3.5K -11 -0.1%
PA
859
Profund Advisors
Maryland
$3.92M -$8.27K -26 -0.2%
TCOT
860
Trust Company of Toledo
Ohio
$3.91M -$7.95K -25 -0.2%
PT
861
Plimoth Trust
Massachusetts
$3.9M +$110K +347 +3%
GLR
862
Great Lakes Retirement
Ohio
$3.9M +$171K +539 +5%
QC
863
Quantessence Capital
New York
$3.89M +$3.72M +11,698 New
SCM
864
SCS Capital Management
Massachusetts
$3.88M -$114K -358 -3%
SAM
865
Shell Asset Management
Netherlands
$3.86M -$6.64M -20,868 -64%
Aristotle Capital Management
866
Aristotle Capital Management
California
$3.83M
FCT
867
Family Capital Trust
Massachusetts
$3.8M -$8.03M -25,233 -69%
BSA
868
Bull Street Advisors
Georgia
$3.8M
GPFA
869
Game Plan Financial Advisors
Ohio
$3.79M -$147K -463 -4%
MMPW
870
Mitchell McLeod Pugh & Williams
Alabama
$3.79M -$36.6K -115 -1%
JCM
871
Jacobi Capital Management
Pennsylvania
$3.79M -$322K -1,013 -8%
DWP
872
Daymark Wealth Partners
Ohio
$3.79M +$1.5M +4,730 +71%
LBC
873
Lowe Brockenbrough & Co
Virginia
$3.78M -$15.9K -50 -0.4%
BPWM
874
Badgley Phelps Wealth Managers
Washington
$3.78M -$8.91K -28 -0.2%
AGA
875
Accuvest Global Advisors
Utah
$3.76M +$3.32M +10,434 +1,178%