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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
1026
Segall Bryant & Hamill
Illinois
$222K -$16.4K -282 -7%
DCM
1027
Dynamic Capital Management
Jersey
$221K +$209K +3,600 New
SMH
1028
Sanders Morris Harris
Texas
$220K +$209K +3,596 New
WC
1029
Whitnell & Co
Illinois
$219K -$7.21K -124 -3%
CPO
1030
Cerity Partners OCIO
New York
$219K -$1.86K -32 -0.9%
IP
1031
Investment Partners
Ohio
$219K +$184K +3,158 New
PFS
1032
Physicians Financial Services
North Carolina
$218K -$102K -1,750 -33%
DAM
1033
Doheny Asset Management
California
$218K +$5.82K +100 +3%
WAM
1034
Wealthspire Advisors (Maryland)
Maryland
$216K -$148K -2,536 -42%
IWMPD
1035
Integrated Wealth Management (Palm Desert)
California
$216K -$1.69K -29 -0.8%
PIM
1036
Profit Investment Management
Maryland
$216K
CIP
1037
Champlain Investment Partners
Vermont
$215K +$204K +3,500 New
RWA
1038
River Wealth Advisors
Pennsylvania
$214K -$30.9K -532 -13%
GW
1039
GW & Wade
Massachusetts
$214K +$203K +3,485 New
WCM
1040
Weik Capital Management
Pennsylvania
$213K -$40.7K -700 -17%
FNBOH
1041
First National Bank of Hutchinson
Kansas
$212K
DBIA
1042
Dumont & Blake Investment Advisors
New Jersey
$210K -$493K -8,475 -71%
FHC
1043
First Heartland Consultants
Missouri
$210K -$154K -2,655 -44%
Royal London Asset Management
1044
Royal London Asset Management
United Kingdom
$210K +$727M +12,505,109 +3,371%
CSA
1045
Cottage Street Advisors
Massachusetts
$209K
TA
1046
Tiedemann Advisors
New York
$209K
IIA
1047
IPG Investment Advisors
California
$209K +$198K +3,400 New
NB
1048
Nicolet Bankshares
Wisconsin
$208K +$197K +3,384 New
BO
1049
Bank OZK
Arkansas
$205K
Tudor Investment Corp
1050
Tudor Investment Corp
Connecticut
$203K -$275K -4,732 -59%