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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1051
Harbour Investments
Wisconsin
$1.07M -$47.1K -292 -5%
KCM
1052
KRS Capital Management
Michigan
$1.06M +$17.7K +110 +2%
Jacobs Levy Equity Management
1053
Jacobs Levy Equity Management
New Jersey
$1.06M -$28.7M -177,955 -97%
CA
1054
Continuum Advisory
Idaho
$1.06M +$5.65K +35 +0.6%
LNB
1055
Ledyard National Bank
$1.05M -$17.3K -107 -2%
WC
1056
Weil Company
California
$1.05M
CPG
1057
Cornerstone Planning Group
New Jersey
$1.04M +$967K +5,993 New
FFM
1058
Forum Financial Management
Illinois
$1.04M +$77.9K +483 +9%
PGWM
1059
Parisi Gray Wealth Management
New Jersey
$1.04M
LWANC
1060
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.04M -$45.8K -284 -5%
DA
1061
Dover Advisors
Virginia
$1.02M +$2.42K +15 +0.3%
CS
1062
Cannell & Spears
New York
$1.02M
EIP
1063
Ellis Investment Partners
Pennsylvania
$1.02M +$2.26K +14 +0.2%
WA
1064
Wealth Alliance
New York
$1.01M +$33.6K +208 +4%
SF
1065
Symphony Financial
Texas
$1.01M +$28.6K +177 +3%
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M -$75.8K -470 -8%
HWP
1067
Highline Wealth Partners
California
$1.01M
ST
1068
Spinnaker Trust
Maine
$996K -$16.1K -100 -2%
TW
1069
TrinityPoint Wealth
Connecticut
$990K +$4.2K +26 +0.5%
TWI
1070
Thomas White International
Illinois
$989K
NWM
1071
Northcape Wealth Management
New York
$986K
FHA
1072
Flagship Harbor Advisors
Massachusetts
$984K -$29.8K -185 -3%
SA
1073
Strategic Advisors
New York
$982K +$16.1K +100 +2%
DGAM
1074
Desjardins Global Asset Management
Quebec, Canada
$970K +$72.1K +447 +9%
LC
1075
Lavaca Capital
Texas
$970K -$116K -718 -11%