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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
926
Knights of Columbus Asset Advisors
Connecticut
$873K -$217K -1,846 -21%
TCPWM
927
Traverso Chambers Private Wealth Management
California
$873K -$3.17K -27 -0.4%
LCS
928
Levin Capital Strategies
New York
$872K +$117K +1,000 +16%
BFC
929
Bedel Financial Consulting
Indiana
$864K +$352 +3 +0%
BL
930
Balentine LLC
Georgia
$863K -$3.29K -28 -0.4%
WT
931
Washington Trust
Rhode Island
$863K +$151K +1,283 +22%
FB
932
Fulton Bank
Pennsylvania
$858K -$61.8K -526 -7%
KWM
933
Kingsview Wealth Management
Oregon
$854K -$8.1K -69 -1%
JIC
934
Joel Isaacson & Co
New York
$853K -$352 -3 -0%
MMG
935
Monetary Management Group
Missouri
$852K -$14.7K -125 -2%
VFA
936
Valeo Financial Advisors
Indiana
$851K +$9.16K +78 +1%
F
937
F3Logic
Minnesota
$849K +$809K +6,887 New
TC
938
Telemus Capital
Michigan
$844K -$7.52K -64 -0.9%
CAG
939
Crestwood Advisors Group
Massachusetts
$844K +$461K +3,926 +135%
CRC
940
Curi RMB Capital
Illinois
$840K -$399K -3,393 -33%
Assenagon Asset Management
941
Assenagon Asset Management
Luxembourg
$839K -$458K -3,900 -36%
PK
942
Pflug Koory
Nebraska
$839K -$11.7K -100 -1%
FCI
943
Financial Counselors Inc
Kansas
$838K -$28.9K -246 -3%
BMC
944
Beaton Management Company
Massachusetts
$836K +$349K +2,971 +64%
MFG
945
Monte Financial Group
Connecticut
$835K
CS
946
Comerica Securities
Michigan
$831K +$104K +888 +15%
BHBT
947
Burke & Herbert Bank & Trust
Virginia
$828K
MWM
948
MorganRosel Wealth Management
Colorado
$824K -$29.8K -254 -4%
BMA
949
Brooks Moore & Associates
Tennessee
$821K +$58.7K +500 +8%
WA
950
WealthTrust Axiom
Pennsylvania
$819K