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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
976
Private Wealth Partners
California
$2.93M +$360K +1,073 +12%
HI
977
Harbour Investments
Wisconsin
$2.91M +$1.21M +3,600 +60%
CCG
978
Ceeto Capital Group
Florida
$2.9M +$168K +500 +5%
PWM
979
Parkshore Wealth Management
California
$2.9M +$7.38K +22 +0.2%
TC
980
TAGStone Capital
North Carolina
$2.9M +$7.04K +21 +0.2%
SIM
981
SWP Investment Management
Ohio
$2.89M +$1.17M +3,500 +58%
QI
982
QV Investors
Alberta, Canada
$2.88M -$70.4K -210 -2%
RCAG
983
Rehmann Capital Advisory Group
Michigan
$2.87M -$29.5K -88 -0.9%
IFWM
984
Institute for Wealth Management
Colorado
$2.85M -$55.3K -165 -2%
NL
985
NVWM LLC
Pennsylvania
$2.84M +$45.9K +137 +1%
TE
986
Tema ETFs
New York
$2.83M +$14.1K +42 +0.5%
TCM
987
Twin Capital Management
Pennsylvania
$2.81M +$29.5K +88 +1%
HCA
988
Harbor Capital Advisors
Illinois
$2.81M -$869K -2,592 -22%
KB
989
Kimelman & Baird
New York
$2.81M +$1.07M +3,204 +53%
UPS
990
UHLMANN PRICE SECURITIES
Illinois
$2.81M +$3.12M +9,296 New
UAM
991
Unifi Asset Management
New York
$2.79M +$3.1M +9,233 New
MWM
992
Mindset Wealth Management
Indiana
$2.79M +$60K +179 +2%
SFS
993
Solitude Financial Services
Virginia
$2.79M +$671K +2,000 +31%
PFSC
994
Peoples Financial Services Corp
Pennsylvania
$2.78M -$129K -385 -4%
PCG
995
Prosperity Consulting Group
Maryland
$2.78M +$7.38K +22 +0.2%
A
996
AustralianSuper
Australia
$2.78M -$489K -1,459 -14%
Vanguard National Trust
997
Vanguard National Trust
Pennsylvania
$2.77M +$3.07M +9,152 New
GWMR
998
GC Wealth Management RIA
Massachusetts
$2.77M +$37.9K +113 +1%
TBNY
999
Trustco Bank (New York)
New York
$2.76M +$26.8K +80 +0.9%
LGA
1000
Lebenthal Global Advisors
New York
$2.75M +$372K +1,109 +14%