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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
901
Wealthspire Advisors (Maryland)
Maryland
$662K -$31.9K -274 -3%
BIC
902
Beach Investment Counsel
Pennsylvania
$662K
DPIM
903
Duff & Phelps Investment Management
Illinois
$660K +$15.1K +130 +2%
DW
904
Domani Wealth
Pennsylvania
$659K +$56.7K +487 +7%
MSAM
905
Moloney Securities Asset Management
Missouri
$651K -$186K -1,600 -17%
FPCP
906
Fort Point Capital Partners
California
$650K -$11.6K -100 -1%
SVWAG
907
Sound View Wealth Advisors Group
Georgia
$643K +$60.2K +517 +7%
BPM
908
Bronson Point Management
Connecticut
$642K +$873K +7,500 New
WIC
909
Whitegate Investment Counselors
New Hampshire
$639K -$64K -550 -7%
IAA
910
Independent Advisor Alliance
North Carolina
$637K -$2.82M -24,218 -77%
Teacher Retirement System of Texas
911
Teacher Retirement System of Texas
Texas
$631K -$8.96M -77,047 -91%
MAA
912
Mraz Amerine & Associates
California
$629K -$59.7K -513 -7%
SWMG
913
Signature Wealth Management Group
Georgia
$629K +$27.7K +238 +3%
AssetMark Inc
914
AssetMark Inc
California
$626K +$727K +6,247 +588%
BCM
915
Bayesian Capital Management
New York
$623K +$439K +3,773 +108%
MCM
916
Manchester Capital Management
Vermont
$620K
ECM
917
Evergreen Capital Management
Washington
$618K -$329K -2,826 -28%
AWA
918
Arete Wealth Advisors
Illinois
$616K -$471K -4,047 -36%
TI
919
Tidal Investments
Wisconsin
$612K -$284K -2,442 -25%
WB
920
WesBanco Bank
West Virginia
$608K +$14K +120 +2%
TC
921
Toews Corporation
New Jersey
$608K +$826K +7,100 New
TC
922
Telemus Capital
Michigan
$606K -$25.6K -220 -3%
SC
923
Sawyer & Company
Massachusetts
$605K +$610K +5,240 +287%
GRP
924
Global Retirement Partners
California
$601K -$77.6K -667 -9%
FCI
925
Financial Counselors Inc
Kansas
$600K -$18.5K -159 -2%