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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
951
Doheny Asset Management
California
$3.65M
IPW
952
Inlet Private Wealth
Florida
$3.64M
AFG
953
Atomi Financial Group
New York
$3.64M +$426K +1,190 +14%
HSA
954
HBK Sorce Advisory
Pennsylvania
$3.64M -$62.6K -175 -2%
MC
955
Moors & Cabot
Massachusetts
$3.63M -$45.4K -127 -1%
LT
956
Lindsell Train
United Kingdom
$3.63M -$143K -400 -4%
NSUP
957
NLB Skladi upravljanje premozenja
$3.61M +$3.5M +9,770 New
KW
958
KWB Wealth
California
$3.61M -$30.8K -86 -0.9%
IAS
959
Insigneo Advisory Services
Florida
$3.61M -$54.4K -152 -2%
CPSC
960
Carl P. Sherr & Co
Massachusetts
$3.6M -$9.66K -27 -0.3%
QI
961
QV Investors
Alberta, Canada
$3.6M -$279K -780 -7%
WMA
962
West Michigan Advisors
Michigan
$3.59M +$242K +677 +7%
IA
963
IFP Advisors
Florida
$3.59M +$1.32M +3,678 +61%
USCWA
964
U.S. Capital Wealth Advisors
Texas
$3.58M +$62.3K +174 +2%
ACIM
965
Azimuth Capital Investment Management
Michigan
$3.57M -$254K -710 -7%
RWB
966
RMR Wealth Builders
New Jersey
$3.56M +$253K +706 +8%
IFWM
967
Institute for Wealth Management
Colorado
$3.55M -$41.5K -116 -1%
PFSC
968
Peoples Financial Services Corp
Pennsylvania
$3.54M -$286K -799 -8%
RCAG
969
Rehmann Capital Advisory Group
Michigan
$3.54M -$45.4K -127 -1%
AG
970
AlTi Global
New York
$3.54M -$4.58M -12,793 -57%
PWM
971
Parkshore Wealth Management
California
$3.54M +$6.08K +17 +0.2%
TC
972
TAGStone Capital
North Carolina
$3.54M -$71.6K -200 -2%
Connor, Clark & Lunn Investment Management (CC&L)
973
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M -$25.3M -70,725 -88%
GCWM
974
Guided Capital Wealth Management
Texas
$3.53M +$1.08M +3,010 +46%
PFA
975
Peak Financial Advisors
Colorado
$3.53M -$281K -784 -8%