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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AL
1076
Aspiriant LLC
California
$576K – – –
GPFA
1077
Game Plan Financial Advisors
Ohio
$573K +$550K +4,605 New
AF
1078
Arrow Financial
New York
$572K -$35.9K -300 -6%
HH
1079
Hilltop Holdings
Texas
$572K -$29.9K -250 -5%
BMC
1080
Beaton Management Company
Massachusetts
$567K -$12K -100 -2%
PFO
1081
Pathstone Family Office
New Jersey
$565K +$4.66K +39 +0.9%
C
1082
Cerebellum
California
$565K +$96.2K +805 +22%
RHBC
1083
R.H. Bluestein & Co
Michigan
$563K -$1.48M -12,400 -73%
FC
1084
Fulcrum Capital
Washington
$560K – – –
LIM
1085
Leavell Investment Management
Alabama
$559K – – –
FM
1086
Foster & Motley
Ohio
$555K – – –
S
1087
SignatureFD
Georgia
$553K +$14.7K +123 +3%
BJL
1088
Brighton Jones LLC
Washington
$551K -$41.2K -345 -7%
CP
1089
Covenant Partners
Tennessee
$550K – – –
KHLMTHM
1090
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$550K – – –
WA
1091
Wheatland Advisors
Pennsylvania
$548K -$23.9K -200 -4%
FAM
1092
Fred Alger Management
New York
$548K – – –
BA
1093
Birinyi Associates
Connecticut
$547K -$418K -3,500 -44%
NP
1094
NorthRock Partners
Minnesota
$547K +$160K +1,341 +44%
TWA
1095
TCI Wealth Advisors
Arizona
$543K +$13.7K +115 +3%
HPC
1096
Hobart Private Capital
North Carolina
$535K +$63.5K +531 +14%
V
1097
VeraBank
Texas
$534K -$12K -100 -2%
PP
1098
PagnatoKarp Partners
Virginia
$534K – – –
NFG
1099
Next Financial Group
Texas
$533K -$6.93K -58 -1%
Carson Wealth (CWM LLC)
1100
Carson Wealth (CWM LLC)
Nebraska
$531K – – –