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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BSA
951
Braun Stacey Associates
New York
$1.14M +$184K +1,175 +21%
KPW
952
Kore Private Wealth
New York
$1.14M +$473K +3,023 +78%
WIC
953
Whitegate Investment Counselors
New Hampshire
$1.13M -$626 -4 -0.1%
JWCA
954
J.W. Cole Advisors
Florida
$1.13M +$43.7K +279 +4%
DBT
955
Dubuque Bank & Trust
Iowa
$1.12M +$125K +801 +13%
LDB
956
Lee, Danner & Bass
Tennessee
$1.12M
ML
957
McAdam LLC
Pennsylvania
$1.11M -$89.6K -572 -8%
Walleye Capital
958
Walleye Capital
New York
$1.11M +$212K +1,352 +25%
GPFA
959
Game Plan Financial Advisors
Ohio
$1.11M -$3.92K -25 -0.4%
KW
960
KWB Wealth
California
$1.1M
S
961
SignatureFD
Georgia
$1.1M +$100K +640 +11%
AWA
962
Arete Wealth Advisors
Illinois
$1.1M -$1.41K -9 -0.1%
AC
963
Arjuna Capital
North Carolina
$1.09M +$1.03M +6,597 New
HH
964
Hilltop Holdings
Texas
$1.09M +$36.3K +232 +4%
SB
965
Sunflower Bank
Texas
$1.09M +$49.3K +315 +5%
SIM
966
Sentry Investment Management
Wisconsin
$1.09M
LWAM
967
Legacy Wealth Asset Management
Minnesota
$1.08M -$11.7K -75 -1%
CPO
968
Cerity Partners OCIO
New York
$1.08M +$151K +961 +17%
MFW
969
Meristem Family Wealth
Minnesota
$1.08M +$197K +1,256 +24%
TCPWM
970
Traverso Chambers Private Wealth Management
California
$1.08M
BAM
971
Belpointe Asset Management
Nevada
$1.08M -$39.5K -252 -4%
BB
972
Berkshire Bank
Massachusetts
$1.07M +$11.6K +74 +1%
GW
973
GW & Wade
Massachusetts
$1.06M -$50.1K -320 -5%
IWS
974
Insight Wealth Strategies
California
$1.06M -$36.2K -231 -3%
CCM
975
Compton Capital Management
Rhode Island
$1.06M -$7.83K -50 -0.8%