We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1051
Birch Hill Investment Advisors
Massachusetts
$659K -$166K -1,500 -22%
LFAS
1052
Level Four Advisory Services
Texas
$656K -$88.2K -796 -13%
Jennison Associates
1053
Jennison Associates
New York
$656K -$16.4K -148 -3%
BP
1054
Ballentine Partners
Massachusetts
$655K -$122K -1,104 -17%
CCIA
1055
Campbell & Co Investment Adviser
Maryland
$655K +$600K +5,414 New
BIA
1056
Bigelow Investment Advisors
Maine
$644K +$5.87K +53 +1%
MFW
1057
Meristem Family Wealth
Minnesota
$639K
KWM
1058
Kingsview Wealth Management
Oregon
$638K -$92.9K -839 -14%
NO
1059
Ninety One
South Africa
$636K -$114K -1,028 -16%
MAM
1060
Morse Asset Management
Connecticut
$634K -$233K -2,100 -29%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$634K -$28K -253 -5%
PGCM
1062
Prescott Group Capital Management
Oklahoma
$629K
LCM
1063
Leisure Capital Management
California
$628K -$22.7K -205 -4%
DBRC
1064
D.B. Root & Company
Pennsylvania
$627K +$575K +5,193 New
MMG
1065
Monetary Management Group
Missouri
$620K
RT
1066
Rockland Trust
Massachusetts
$619K -$151K -1,361 -21%
OPS
1067
Orion Portfolio Solutions
Nebraska
$619K -$16.8K -152 -3%
SA
1068
Strategic Advisors
New York
$618K -$32.7K -295 -5%
PK
1069
Pflug Koory
Nebraska
$617K -$11.1K -100 -2%
OQS
1070
Occudo Quantitative Strategies
Florida
$611K +$560K +5,052 New
MCM
1071
Manchester Capital Management
Vermont
$610K -$111K -1,000 -17%
RCC
1072
Red Cedar Capital
Nebraska
$610K
WFO
1073
Wealthgate Family Office
Colorado
$610K +$559K +5,043 New
SCA
1074
Sippican Capital Advisors
Massachusetts
$608K -$282K -2,542 -34%
WA
1075
WBH Advisory
Maryland
$606K -$99.1K -895 -16%