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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
976
Boyar Asset Management
New York
$520K
WC
977
Weil Company
California
$520K
MFG
978
Magnus Financial Group
New York
$519K +$158K +1,357 +29%
CP
979
Covenant Partners
Tennessee
$518K +$189K +1,627 +37%
BHB
980
Bank Hapoalim BM
Israel
$518K +$704K +6,050 New
CWM
981
Chesapeake Wealth Management
Virginia
$517K -$103K -888 -13%
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$517K +$15.2K +131 +2%
RIM
983
Regent Investment Management
Kentucky
$514K
SWRP
984
Summit Wealth & Retirement Planning
California
$514K
ONB
985
Old National Bancorp
Indiana
$508K -$110K -944 -14%
SBH
986
Segall Bryant & Hamill
Illinois
$506K -$49.6K -426 -7%
TW
987
TrinityPoint Wealth
Connecticut
$506K -$40.8K -351 -6%
CS
988
Cannell & Spears
New York
$506K +$34.4K +296 +5%
PTC
989
Private Trust Company
Ohio
$506K +$73.4K +631 +12%
SCI
990
S&CO Inc
Massachusetts
$505K
BFC
991
Bedel Financial Consulting
Indiana
$500K -$135K -1,159 -17%
CB
992
Community Bank
New York
$500K -$50.7K -436 -7%
S
993
SignatureFD
Georgia
$498K +$160K +1,378 +31%
BIA
994
Bigelow Investment Advisors
Maine
$496K +$32.7K +281 +5%
PVWM
995
Point View Wealth Management
New Jersey
$494K +$233K +2,004 +53%
RIG
996
Roosevelt Investment Group
New York
$493K -$164K -1,409 -20%
AIM
997
Acropolis Investment Management
Missouri
$491K -$260K -2,237 -28%
MAFM
998
Mid Atlantic Financial Management
Pennsylvania
$491K +$8.96K +77 +1%
WA
999
WBH Advisory
Maryland
$490K -$7.91K -68 -1%
SWIG
1000
Strategic Wealth Investment Group
Kentucky
$489K +$46.3K +398 +7%