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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1026
Principle Wealth Partners
Connecticut
$813K -$13.5K -102 -2%
SW
1027
SteelPeak Wealth
California
$812K +$32.6K +247 +4%
BSA
1028
Braun Stacey Associates
New York
$810K +$756K +5,725 New
TWI
1029
Thomas White International
Illinois
$803K -$363K -2,750 -33%
FNBOSM
1030
First National Bank of South Miami
Florida
$803K +$106K +800 +16%
CPO
1031
Cerity Partners OCIO
New York
$788K +$79.1K +599 +12%
IAIM
1032
International Assets Investment Management
Florida
$788K +$384K +2,903 +93%
RA
1033
Rational Advisors
New York
$778K +$727K +5,500 New
TA
1034
Tiedemann Advisors
New York
$772K -$164K -1,239 -19%
BHIA
1035
Birch Hill Investment Advisors
Massachusetts
$771K – – –
LSAG
1036
Lake Street Advisors Group
New Hampshire
$770K -$148K -1,117 -17%
WMC
1037
Westwood Management Corporation
Illinois
$764K +$211K +1,600 +42%
Walleye Capital
1038
Walleye Capital
New York
$763K +$713K +5,396 New
CC
1039
Constitution Capital
Connecticut
$757K -$119K -900 -14%
BS
1040
Boenning & Scattergood
Pennsylvania
$757K +$49K +371 +7%
CCM
1041
Coldstream Capital Management
Washington
$755K -$3.83M -28,972 -84%
SCM
1042
Shelton Capital Management
Colorado
$752K -$38.1K -288 -5%
WA
1043
Wealth Alliance
New York
$750K -$136K -1,030 -16%
KWM
1044
Kingsview Wealth Management
Oregon
$748K -$14.4K -109 -2%
BJL
1045
Brighton Jones LLC
Washington
$748K +$231K +1,745 +49%
MFW
1046
Meristem Family Wealth
Minnesota
$747K – – –
TAM
1047
Trust Asset Management
Texas
$746K +$123K +934 +22%
TC
1048
TownSquare Capital
Utah
$742K -$1.23M -9,281 -64%
BP
1049
Ballentine Partners
Massachusetts
$739K -$25.8K -195 -4%
PGCM
1050
Prescott Group Capital Management
Oklahoma
$735K – – –