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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1051
Beaumont Financial Advisors
Massachusetts
$2.52M -$28.5K -85 -1%
PMG
1052
ProVise Management Group
Florida
$2.51M -$42.6K -127 -2%
HFM
1053
Hartford Funds Management
Pennsylvania
$2.49M -$310K -924 -10%
GIA
1054
Gateway Investment Advisers
Ohio
$2.49M +$127K +380 +5%
ACM
1055
Accent Capital Management
Ohio
$2.47M -$13.7K -41 -0.5%
SAI
1056
Savvy Advisors Inc
New York
$2.46M +$245K +731 +10%
HCMG
1057
Howard Capital Management Group
California
$2.46M -$33.5K -100 -1%
BFA
1058
Buttonwood Financial Advisors
Maryland
$2.45M -$112K -333 -4%
PIM
1059
Penobscot Investment Management
Massachusetts
$2.45M – – –
SIAG
1060
Signet Investment Advisory Group
Rhode Island
$2.45M -$15.1K -45 -0.6%
BONH
1061
Bank of New Hampshire
New Hampshire
$2.44M -$233K -695 -8%
MG
1062
Mather Group
Illinois
$2.43M -$74.4K -222 -3%
WIC
1063
Wilkins Investment Counsel
Massachusetts
$2.42M +$60.4K +180 +2%
BOS
1064
Bank of Stockton
California
$2.4M -$90.2K -269 -3%
VWM
1065
Vivid Wealth Management
Iowa
$2.39M +$6.71K +20 +0.3%
RIL
1066
Rothschild Investment LLC
Illinois
$2.38M +$35.9K +107 +1%
DA
1067
Dover Advisors
Virginia
$2.38M -$36.9K -110 -1%
HNB
1068
Hilltop National Bank
Wyoming
$2.38M -$16.1K -48 -0.6%
BAM
1069
Belpointe Asset Management
Nevada
$2.38M +$1.69M +5,029 +178%
HIC
1070
Holderness Investments Company
North Carolina
$2.37M -$48.3K -144 -2%
FSA
1071
Financial Security Advisor
Virginia
$2.36M -$165K -492 -6%
MCM
1072
Mengis Capital Management
Oregon
$2.36M – – –
MA
1073
Mutual Advisors
Nebraska
$2.34M +$6.04K +18 +0.2%
CPIG
1074
Chicago Partners Investment Group
Illinois
$2.34M +$55.7K +166 +2%
Jennison Associates
1075
Jennison Associates
New York
$2.33M -$1.71M -5,103 -40%