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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TWI
1026
Thomas White International
Illinois
$938K – – –
LSAG
1027
Lake Street Advisors Group
New Hampshire
$925K +$6.26K +40 +0.7%
DAM
1028
Derbend Asset Management
Georgia
$925K +$877K +5,600 New
TMAM
1029
Tokio Marine Asset Management
Japan
$920K +$94.1K +601 +12%
LTI
1030
Laffer Tengler Investments
Tennessee
$917K -$242K -1,542 -22%
BP
1031
Ballentine Partners
Massachusetts
$915K +$48.7K +311 +6%
SBL
1032
Sargent Bickham Lagudis
Colorado
$903K -$50.3K -321 -6%
BHIA
1033
Birch Hill Investment Advisors
Massachusetts
$901K – – –
CCM
1034
Coldstream Capital Management
Washington
$897K +$13.9K +89 +2%
WMC
1035
Westwood Management Corporation
Illinois
$892K – – –
TA
1036
Tiedemann Advisors
New York
$889K -$11.7K -75 -1%
SFA
1037
Sequoia Financial Advisors
Ohio
$888K +$58.9K +376 +8%
B
1038
Barings
North Carolina
$887K -$89.3K -570 -10%
FFN
1039
Focus Financial Network
Minnesota
$885K -$278K -1,773 -25%
BS
1040
Boenning & Scattergood
Pennsylvania
$885K – – –
VWA
1041
V Wealth Advisors
Kansas
$872K +$84.3K +538 +11%
Jennison Associates
1042
Jennison Associates
New York
$868K -$87.2K -557 -10%
CC
1043
Constitution Capital
Connecticut
$867K -$15.7K -100 -2%
PCS
1044
Personal CFO Solutions
New Jersey
$866K +$12.1K +77 +1%
TW
1045
Transform Wealth
Colorado
$865K -$124K -789 -13%
TC
1046
TownSquare Capital
Utah
$864K -$22.9K -146 -3%
PGCM
1047
Prescott Group Capital Management
Oklahoma
$857K – – –
GC
1048
Garde Capital
Washington
$854K – – –
LCM
1049
Leisure Capital Management
California
$853K -$940 -6 -0.1%
RM
1050
Resource Management
Louisiana
$853K +$235K +1,502 +41%