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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1051
Waters Parkerson & Co
Louisiana
$259K -$4.29K -59 -2%
WC
1052
Whitnell & Co
Illinois
$257K -$36.4K -500 -12%
HIM
1053
Hermes Investment Management
United Kingdom
$257K
MWM
1054
Mission Wealth Management
California
$257K +$24.1K +331 +10%
GHAM
1055
Gilman Hill Asset Management
Connecticut
$256K
BCP
1056
Berkeley Capital Partners
Georgia
$256K +$268K +3,688 New
CFA
1057
Carroll Financial Associates
North Carolina
$255K -$24.2K -332 -8%
ST
1058
Spinnaker Trust
Maine
$254K
MC
1059
Maverick Capital
Texas
$253K +$32K +440 +14%
ZAM
1060
Zevin Asset Management
Massachusetts
$251K -$23.8K -327 -8%
CBN
1061
Cadence Bank NA
Texas
$251K -$14.6K -200 -5%
CPO
1062
Cerity Partners OCIO
New York
$251K +$11.4K +156 +5%
SLT
1063
St Louis Trust
Missouri
$250K +$262K +3,600 New
CSA
1064
Cottage Street Advisors
Massachusetts
$249K +$247K +3,400 New
IWMPD
1065
Integrated Wealth Management (Palm Desert)
California
$247K -$842K -11,570 -77%
FNBOH
1066
First National Bank of Hutchinson
Kansas
$247K
DT
1067
Diversified Trust
Tennessee
$246K +$29.1K +400 +13%
PIM
1068
Profit Investment Management
Maryland
$245K -$73.3K -1,008 -22%
BRWA
1069
B. Riley Wealth Advisors
Florida
$243K +$3.86K +53 +2%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$241K +$2.69K +37 +1%
DAM
1071
Doheny Asset Management
California
$240K
EAM
1072
Evanson Asset Management
California
$240K +$4.95K +68 +2%
Koshinski Asset Management
1073
Koshinski Asset Management
Illinois
$239K +$9.9K +136 +4%
MWAC
1074
Mariner Wealth Advisors (Cincinnati)
Ohio
$239K +$250K +3,431 New
BFA
1075
Benedict Financial Advisors
Georgia
$238K +$364 +5 +0.1%