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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
976
Capital Investment Advisors
Georgia
$724K -$12.8K -104 -2%
KWILP
977
Kiwi Wealth Investments Limited Partnership
New Zealand
$722K +$749K +6,105 New
Verition Fund Management
978
Verition Fund Management
Connecticut
$720K +$363K +2,958 +94%
MGIA
979
Moneta Group Investment Advisors
Missouri
$719K +$16.3K +133 +2%
GC
980
Garde Capital
Washington
$719K +$18K +147 +2%
WC
981
Weil Company
California
$718K
WWM
982
Western Wealth Management
Colorado
$717K +$21.1K +172 +3%
WA
983
WBH Advisory
Maryland
$714K -$12.1K -99 -2%
SWRP
984
Summit Wealth & Retirement Planning
California
$710K
RIM
985
Regent Investment Management
Kentucky
$710K +$123K +1,000 +20%
LWANC
986
Laurel Wealth Advisors (North Carolina)
North Carolina
$701K +$613 +5 +0.1%
WA
987
WealthTrust Axiom
Pennsylvania
$699K -$89K -726 -11%
SCI
988
S&CO Inc
Massachusetts
$698K
DTL
989
Dynamic Technology Lab
Singapore
$696K +$721K +5,881 New
SBL
990
Sargent Bickham Lagudis
Colorado
$693K -$289K -2,353 -29%
EM
991
Excalibur Management
Massachusetts
$681K
KOCAA
992
Knights of Columbus Asset Advisors
Connecticut
$678K -$164K -1,341 -19%
FPA
993
First Pacific Advisors
California
$674K
JT
994
Jump Trading
Illinois
$673K -$848K -6,919 -55%
SFS
995
Sowell Financial Services
Arkansas
$669K +$693K +5,655 New
BOTW
996
Bank of the West
California
$661K -$27.8K -227 -4%
CS
997
Cannell & Spears
New York
$657K
GFS
998
GYL Financial Synergies
Connecticut
$657K +$681K +5,555 New
YWP
999
YorkBridge Wealth Partners
New York
$656K -$23.8K -194 -3%
BSA
1000
Bull Street Advisors
Georgia
$655K +$679K +5,535 New