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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1101
Shufro Rose & Co
New York
$311K +$323K +3,333 New
CSA
1102
Cottage Street Advisors
Massachusetts
$308K -$9.69K -100 -3%
PG
1103
Patten Group
Tennessee
$308K
TSWM
1104
Triangle Securities Wealth Management
North Carolina
$308K +$9.69K +100 +3%
BCM
1105
BlueCrest Capital Management
Jersey
$307K -$12.6M -129,951 -98%
TIA
1106
Tiemann Investment Advisors
California
$307K
ZAM
1107
Zevin Asset Management
Massachusetts
$307K
FCAG
1108
First Capital Advisors Group
New Jersey
$307K +$106K +1,090 +50%
PTB
1109
Pioneer Trust Bank
Oregon
$305K
PP
1110
Palladium Partners
Virginia
$305K +$24.2K +250 +8%
ATFA
1111
All Terrain Financial Advisors
Minnesota
$304K +$9.69K +100 +3%
DCM
1112
Donaldson Capital Management
Indiana
$303K
SCM
1113
SKBA Capital Management
California
$303K
NWP
1114
Northstar Wealth Partners
Connecticut
$303K +$2.81K +29 +0.9%
MOS
1115
MGO One Seven
Ohio
$299K -$20.2K -209 -6%
GW
1116
GW & Wade
Massachusetts
$299K +$9.98K +103 +3%
BRWA
1117
B. Riley Wealth Advisors
Florida
$298K -$20.8K -215 -6%
SBWM
1118
Sunflower Bank Wealth Management
Arizona
$298K -$4.84K -50 -2%
SMH
1119
Sanders Morris Harris
Texas
$296K
GFPC
1120
Global Financial Private Capital
Florida
$296K +$307K +3,172 New
ATC
1121
Adirondack Trust Company
New York
$295K -$46.6K -481 -14%
LNC
1122
Lincoln National Corp
Pennsylvania
$292K -$294K -3,036 -49%
FNBOH
1123
First National Bank of Hutchinson
Kansas
$292K
SWM
1124
SeaCrest Wealth Management
New York
$290K +$291 +3 +0.1%
FHC
1125
First Heartland Consultants
Missouri
$290K +$13.6K +140 +5%