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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1076
AFT Forsyth & Company
Florida
$930K +$117K +685 +14%
TWI
1077
Thomas White International
Illinois
$929K – – –
BS
1078
Boenning & Scattergood
Pennsylvania
$929K +$12.3K +72 +1%
PC
1079
Pecaut & Co
Iowa
$927K -$17.1K -100 -2%
BHBT
1080
Burke & Herbert Bank & Trust
Virginia
$918K -$69.9K -410 -7%
LOAME
1081
Lombard Odier Asset Management (Europe)
United Kingdom
$916K +$954K +5,597 New
GIA
1082
Gladstone Institutional Advisory
Florida
$915K -$110K -647 -10%
BHIA
1083
Birch Hill Investment Advisors
Massachusetts
$914K – – –
SBL
1084
Sargent Bickham Lagudis
Colorado
$910K – – –
ACM
1085
Advisors Capital Management
New Jersey
$910K +$116K +682 +14%
MPM
1086
MBB Public Markets
Illinois
$910K +$948K +5,561 New
MCM
1087
Manchester Capital Management
Vermont
$904K +$17.2K +101 +2%
CMANY
1088
Capital Management Associates (New York)
New York
$903K -$141K -827 -13%
OPS
1089
Orion Portfolio Solutions
Nebraska
$900K +$35.3K +207 +4%
WA
1090
Wealth Alliance
New York
$899K +$11.8K +69 +1%
OR
1091
Olympiad Research
Connecticut
$898K +$404K +2,367 +76%
AIM
1092
Axiom Investment Management
New York
$897K +$673K +3,945 +256%
Walleye Capital
1093
Walleye Capital
New York
$896K +$934K +5,478 New
MGP
1094
Metis Global Partners
California
$895K +$932K +5,466 New
GSWM
1095
Golden State Wealth Management
California
$893K +$230K +1,348 +33%
SYBT
1096
Stock Yards Bank & Trust
Kentucky
$888K +$465K +2,728 +101%
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$886K +$28.8K +169 +3%
VWA
1098
V Wealth Advisors
Kansas
$885K +$7.33K +43 +0.8%
WMC
1099
Westwood Management Corporation
Illinois
$883K – – –
TAM
1100
Trillium Asset Management
Massachusetts
$881K +$202K +1,184 +28%