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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
951
Sippican Capital Advisors
Massachusetts
$818K
CW
952
CreativeOne Wealth
Kansas
$818K +$779K +6,629 New
DWM
953
Doyle Wealth Management
Florida
$816K -$2.23K -19 -0.3%
IC
954
Intersect Capital
California
$815K +$18.8K +160 +2%
MCM
955
MAI Capital Management
Ohio
$813K +$477K +4,058 +160%
RA
956
RFG Advisory
Alabama
$812K -$34.6K -295 -4%
CWS
957
Cypress Wealth Services
California
$810K -$5.87K -50 -0.8%
SBH
958
Segall Bryant & Hamill
Illinois
$804K +$18.1K +154 +2%
CCM
959
Compton Capital Management
Rhode Island
$802K -$23.5K -200 -3%
TW
960
TrinityPoint Wealth
Connecticut
$797K -$10.5K -89 -1%
BRWA
961
B. Riley Wealth Advisors
Florida
$797K +$184K +1,565 +32%
RT
962
Rockland Trust
Massachusetts
$794K +$31.1K +265 +4%
NIT
963
NumerixS Investment Technologies
British Columbia, Canada
$790K -$6.55M -55,800 -90%
CWM
964
Cornerstone Wealth Management
Missouri
$790K -$8.81K -75 -1%
BAM
965
Boyar Asset Management
New York
$786K
VRS
966
Virginia Retirement Systems
Virginia
$778K
PGWM
967
Parisi Gray Wealth Management
New Jersey
$776K +$25.5K +217 +4%
IAA
968
Independent Advisor Alliance
North Carolina
$776K +$46.6K +397 +7%
MCM
969
Manchester Capital Management
Vermont
$771K
FNBOSM
970
First National Bank of South Miami
Florida
$770K -$3.41K -29 -0.5%
CIA
971
Capital Investment Advisors
Georgia
$769K +$13.7K +117 +2%
WA
972
WBH Advisory
Maryland
$757K -$46.7K -398 -6%
ABC
973
Associated Banc-Corp
Wisconsin
$755K -$101K -861 -12%
BP
974
Ballentine Partners
Massachusetts
$755K +$79.9K +680 +13%
Rockefeller Capital Management
975
Rockefeller Capital Management
New York
$751K +$13.7K +117 +2%