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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TW
926
Transform Wealth
Colorado
$682K +$6.49K +66 +1%
LDB
927
Lee, Danner & Bass
Tennessee
$681K
BMA
928
Brooks Moore & Associates
Tennessee
$678K
BB
929
Berkshire Bank
Massachusetts
$678K +$665K +6,757 New
VC
930
Veracity Capital
Georgia
$675K -$9.25K -94 -1%
TC
931
Telemus Capital
Michigan
$671K +$4.03K +41 +0.6%
SF
932
Symphony Financial
Texas
$671K +$48.8K +496 +8%
APW
933
Aurora Private Wealth
New Jersey
$669K
TCPWM
934
Traverso Chambers Private Wealth Management
California
$657K
BP
935
Ballentine Partners
Massachusetts
$655K -$36.9K -375 -5%
PFBT
936
Parkside Financial Bank & Trust
Missouri
$653K -$2.66K -27 -0.4%
PTC
937
Private Trust Company
Ohio
$652K +$2.66K +27 +0.4%
BAM
938
Belpointe Asset Management
Nevada
$650K +$98K +996 +18%
FPCG
939
Fort Pitt Capital Group
Pennsylvania
$649K -$36.5K -371 -5%
RT
940
Rockland Trust
Massachusetts
$649K -$34.6K -352 -5%
WA
941
WealthTrust Axiom
Pennsylvania
$642K
Federated Hermes
942
Federated Hermes
Pennsylvania
$638K -$369K -3,748 -37%
NO
943
Ninety One
South Africa
$636K +$625K +6,349 New
CAG
944
Crestwood Advisors Group
Massachusetts
$635K +$4.13K +42 +0.7%
GC
945
Grimes & Company
Massachusetts
$634K +$98 +1 +0%
LOAME
946
Lombard Odier Asset Management (Europe)
United Kingdom
$634K +$622K +6,321 New
GC
947
GFG Capital
Florida
$630K -$193K -1,960 -24%
RA
948
RFG Advisory
Alabama
$630K -$39.4K -400 -6%
11A
949
10-15 Associates
New York
$630K +$197 +2 +0%
CCM
950
Compton Capital Management
Rhode Island
$627K