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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
B
901
Bailard
California
$3.06M +$6.03K +21 +0.2%
PMG
902
ProVise Management Group
Florida
$3.05M -$1.03M -3,593 -26%
SM
903
Sciencast Management
New Jersey
$3.04M +$2.95M +10,252 New
SCM
904
SOL Capital Management
Maryland
$3.03M -$528K -1,838 -15%
IAS
905
Insigneo Advisory Services
Florida
$3.02M -$505K -1,759 -15%
Empower Advisory Group
906
Empower Advisory Group
Colorado
$3M +$29.9K +104 +1%
CCP
907
Cunning Capital Partners
North Carolina
$2.99M
BFA
908
Buttonwood Financial Advisors
Maryland
$2.97M -$106K -369 -4%
SWP
909
Strategic Wealth Partners
Ohio
$2.97M -$373K -1,300 -12%
PIM
910
Penobscot Investment Management
Massachusetts
$2.97M +$69.5K +242 +2%
SCM
911
Sterling Capital Management
North Carolina
$2.97M +$3.73K +13 +0.1%
HFM
912
Hartford Funds Management
Pennsylvania
$2.96M +$162K +563 +6%
GIO
913
Galilei Investment Office
United Kingdom
$2.96M +$2.87M +9,974 New
KRSITF
914
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M +$4.6M +15,998 +96%
UHC
915
Union Heritage Capital
Michigan
$2.96M
EAM
916
EFG Asset Management
Oregon
$2.95M +$230K +799 +9%
WWM
917
Wolff Wiese Magana
California
$2.95M +$77.6K +270 +3%
FWA
918
FOCUS Wealth Advisors
Texas
$2.93M -$79.6K -277 -3%
VIM
919
Vinva Investment Management
Australia
$2.92M -$725K -2,524 -20%
JIC
920
Joel Isaacson & Co
New York
$2.92M
ATPW
921
Ashton Thomas Private Wealth
Arizona
$2.92M +$530K +1,844 +23%
DAM
922
Doheny Asset Management
California
$2.91M
KC
923
Knuff & Co
California
$2.91M +$48K +167 +2%
IPW
924
Inlet Private Wealth
Florida
$2.91M +$12.6K +44 +0.5%
XWM
925
Xcel Wealth Management
Florida
$2.91M