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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1051
Leavell Investment Management
Alabama
$563K +$11.7K +100 +2%
AAS
1052
Avantax Advisory Services
Texas
$562K +$197K +1,677 +58%
CPO
1053
Cerity Partners OCIO
New York
$561K +$33.6K +286 +7%
PGAM
1054
Princeton Global Asset Management
New Jersey
$555K
PFO
1055
Pathstone Family Office
New Jersey
$555K +$524K +4,465 +12,757%
S
1056
SignatureFD
Georgia
$554K +$10.3K +88 +2%
IWS
1057
Insight Wealth Strategies
California
$549K -$1.88K -16 -0.4%
CP
1058
Covenant Partners
Tennessee
$545K
KHLMTHM
1059
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$545K +$519K +4,418 New
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$542K +$81K +690 +19%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$536K +$8.1K +69 +2%
Los Angeles Capital Management
1062
Los Angeles Capital Management
California
$532K -$336K -2,859 -40%
Carson Wealth (CWM LLC)
1063
Carson Wealth (CWM LLC)
Nebraska
$531K
PHK
1064
Point72 Hong Kong
Hong Kong
$525K +$204K +1,737 +69%
TIA
1065
Tiemann Investment Advisors
California
$523K +$117 +1 +0%
TWA
1066
TCI Wealth Advisors
Arizona
$522K -$822 -7 -0.2%
FNT
1067
First Nebraska Trust
Nebraska
$521K
HCMNY
1068
Howard Capital Management (New York)
New York
$521K -$41.1K -350 -8%
LWM
1069
Lyell Wealth Management
California
$519K
LWAC
1070
Laurel Wealth Advisors (California)
California
$518K +$705 +6 +0.1%
SCP
1071
Silverleafe Capital Partners
Tennessee
$514K
AIM
1072
Aspen Investment Management
Michigan
$514K +$4.46K +38 +0.9%
TPWA
1073
TRUE Private Wealth Advisors
Oregon
$513K +$7.75K +66 +2%
MWP
1074
MYCIO Wealth Partners
Pennsylvania
$511K -$87K -741 -15%
GHAM
1075
Gilman Hill Asset Management
Connecticut
$509K