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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PC
926
Port Capital
Illinois
$849K
KWM
927
Kingsview Wealth Management
Oregon
$849K +$32K +261 +4%
RIM
928
Redwood Investment Management
Arizona
$838K +$228K +1,862 +36%
LCS
929
Levin Capital Strategies
New York
$836K
MMG
930
Monetary Management Group
Missouri
$831K +$15.3K +125 +2%
BFC
931
Bedel Financial Consulting
Indiana
$828K +$368 +3 +0%
TCPWM
932
Traverso Chambers Private Wealth Management
California
$826K
VFA
933
Valeo Financial Advisors
Indiana
$823K +$8.34K +68 +1%
FCI
934
Financial Counselors Inc
Kansas
$812K +$10.2K +83 +1%
PK
935
Pflug Koory
Nebraska
$803K
RT
936
Rockland Trust
Massachusetts
$803K +$85.8K +700 +11%
BL
937
Balentine LLC
Georgia
$802K -$26.7K -218 -3%
MIH
938
Meitav Investment House
Israel
$801K -$255K -2,077 -24%
JIC
939
Joel Isaacson & Co
New York
$799K -$19.5K -159 -2%
TI
940
Trexquant Investment
Connecticut
$799K +$828K +6,754 New
LDB
941
Lee, Danner & Bass
Tennessee
$794K -$69.8K -569 -8%
DWM
942
Doyle Wealth Management
Florida
$794K +$12.9K +105 +2%
Assenagon Asset Management
943
Assenagon Asset Management
Luxembourg
$792K -$12.3K -100 -1%
TC
944
Telemus Capital
Michigan
$789K -$39.2K -320 -5%
BMA
945
Brooks Moore & Associates
Tennessee
$787K
BHBT
946
Burke & Herbert Bank & Trust
Virginia
$781K -$12.3K -100 -1%
CW
947
CreativeOne Wealth
Kansas
$781K -$2.7K -22 -0.3%
CB
948
Community Bank
New York
$778K -$224K -1,830 -22%
MFG
949
Monte Financial Group
Connecticut
$776K -$24.4K -199 -3%
RA
950
RFG Advisory
Alabama
$775K -$10.5K -86 -1%