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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
951
Whitegate Investment Counselors
New Hampshire
$970K
OIA
952
OneDigital Investment Advisors
Kansas
$964K -$19.3K -146 -2%
LDB
953
Lee, Danner & Bass
Tennessee
$961K
BAM
954
Belpointe Asset Management
Nevada
$958K +$2.51K +19 +0.3%
GPFA
955
Game Plan Financial Advisors
Ohio
$957K +$124K +940 +16%
GW
956
GW & Wade
Massachusetts
$957K +$240K +1,820 +37%
Group One Trading
957
Group One Trading
Illinois
$953K -$10.3M -77,718 -92%
CCA
958
Checchi Capital Advisers
California
$949K -$71.9K -544 -7%
CA
959
Commerzbank Aktiengesellschaft
Germany
$949K +$120K +910 +16%
CIS
960
Capital International Sarl
California
$945K -$55.2K -418 -6%
IWS
961
Insight Wealth Strategies
California
$941K +$454K +3,439 +107%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$940K -$101K -763 -10%
LWAM
963
Legacy Wealth Asset Management
Minnesota
$940K +$6.21K +47 +0.7%
RA
964
RFG Advisory
Alabama
$938K +$81.5K +617 +10%
SIM
965
Sentry Investment Management
Wisconsin
$931K -$4.16M -31,460 -83%
JWCA
966
J.W. Cole Advisors
Florida
$923K -$330K -2,500 -28%
PT
967
Plimoth Trust
Massachusetts
$923K -$119K -899 -12%
IWP
968
Icon Wealth Partners
Texas
$923K +$862K +6,526 New
TCPWM
969
Traverso Chambers Private Wealth Management
California
$922K
CWP
970
Capital Wealth Planning
Florida
$919K -$44.3K -335 -5%
TCM
971
Teza Capital Management
Illinois
$918K +$857K +6,488 New
LNB
972
Ledyard National Bank
$917K +$257K +1,948 +43%
ABC
973
Associated Banc-Corp
Wisconsin
$914K -$203K -1,533 -13%
Verition Fund Management
974
Verition Fund Management
Connecticut
$912K -$139K -1,049 -14%
CCM
975
Compton Capital Management
Rhode Island
$912K +$26.4K +200 +3%