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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
976
Western Wealth Management
Colorado
$2.94M +$432K +1,287 +15%
TPCW
977
TD Private Client Wealth
New York
$2.94M -$1.08M -3,236 -25%
PWP
978
Private Wealth Partners
California
$2.93M +$360K +1,073 +12%
HI
979
Harbour Investments
Wisconsin
$2.91M +$1.21M +3,600 +60%
CCG
980
Ceeto Capital Group
Florida
$2.9M +$168K +500 +5%
PWM
981
Parkshore Wealth Management
California
$2.9M +$7.38K +22 +0.2%
TC
982
TAGStone Capital
North Carolina
$2.9M +$7.04K +21 +0.2%
SIM
983
SWP Investment Management
Ohio
$2.89M +$1.17M +3,500 +58%
QI
984
QV Investors
Alberta, Canada
$2.88M -$70.4K -210 -2%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$2.87M -$29.5K -88 -0.9%
IFWM
986
Institute for Wealth Management
Colorado
$2.85M -$55.3K -165 -2%
NL
987
NVWM LLC
Pennsylvania
$2.84M +$45.9K +137 +1%
TE
988
Tema ETFs
New York
$2.83M +$14.1K +42 +0.5%
TCM
989
Twin Capital Management
Pennsylvania
$2.81M +$29.5K +88 +1%
HCA
990
Harbor Capital Advisors
Illinois
$2.81M -$869K -2,592 -22%
KB
991
Kimelman & Baird
New York
$2.81M +$1.07M +3,204 +53%
UPS
992
UHLMANN PRICE SECURITIES
Illinois
$2.81M +$3.12M +9,296 New
UAM
993
Unifi Asset Management
New York
$2.79M +$3.1M +9,233 New
MWM
994
Mindset Wealth Management
Indiana
$2.79M +$60K +179 +2%
SFS
995
Solitude Financial Services
Virginia
$2.79M +$671K +2,000 +31%
PFSC
996
Peoples Financial Services Corp
Pennsylvania
$2.78M -$129K -385 -4%
PCG
997
Prosperity Consulting Group
Maryland
$2.78M +$7.38K +22 +0.2%
A
998
AustralianSuper
Australia
$2.78M -$489K -1,459 -14%
Vanguard National Trust
999
Vanguard National Trust
Pennsylvania
$2.77M +$3.07M +9,152 New
GWMR
1000
GC Wealth Management RIA
Massachusetts
$2.77M +$37.9K +113 +1%