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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mission Wealth Management
California
$1.58M +$108K +652 +7%
CPSC
902
Carl P. Sherr & Co
Massachusetts
$1.57M +$87.1K +525 +6%
AAS
903
Ameritas Advisory Services
Nebraska
$1.57M +$123K +743 +8%
GIA
904
Gateway Investment Advisers
Ohio
$1.56M -$33.7K -203 -2%
ECU
905
Eisler Capital (UK)
United Kingdom
$1.56M +$1.56M +9,430 New
BB
906
Berkshire Bank
Massachusetts
$1.54M -$45.3K -273 -3%
HT
907
HighTower Trust
Texas
$1.54M +$325K +1,960 +27%
KW
908
KWB Wealth
California
$1.54M +$400K +2,411 +30%
MHIC
909
Marble Harbor Investment Counsel
Massachusetts
$1.53M
IWS
910
Insight Wealth Strategies
California
$1.53M -$7.8K -47 -0.5%
TBNY
911
Trustco Bank (New York)
New York
$1.52M +$12.4K +75 +0.8%
AC
912
AXQ Capital
New Jersey
$1.52M +$1.25M +7,508 +444%
CCFCSB
913
Cape Cod Five Cents Savings Bank
Massachusetts
$1.52M -$24.1K -145 -2%
HIC
914
Hartline Investment Corp
Illinois
$1.51M
Jones Financial Companies
915
Jones Financial Companies
Missouri
$1.5M -$53.1K -320 -3%
BZWA
916
Blue Zone Wealth Advisors
California
$1.5M -$597K -3,599 -28%
QI
917
Qtron Investments
Massachusetts
$1.5M +$68.7K +414 +5%
TC
918
TAGStone Capital
North Carolina
$1.5M +$4.31K +26 +0.3%
FB
919
Fulton Bank
Pennsylvania
$1.49M -$18.1K -109 -1%
CDH
920
Charles D. Hyman
$1.49M +$93.6K +564 +7%
GWMIA
921
Global Wealth Management Investment Advisory
Florida
$1.49M +$45.3K +273 +3%
SB
922
Simmons Bank
Arkansas
$1.47M -$71.7K -432 -5%
LTI
923
Laffer Tengler Investments
Tennessee
$1.47M +$33K +199 +2%
BAM
924
Berkshire Asset Management
Pennsylvania
$1.46M +$1.47M +8,876 New
NFA
925
Northern Financial Advisors
Michigan
$1.45M +$1.46M +8,798 New