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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
NB
1126
NBT Bank
New York
$851K
WCM
1127
Weik Capital Management
Pennsylvania
$848K -$12.4K -75 -1%
LKIM
1128
Lawson Kroeker Investment Management
Nebraska
$846K +$851K +5,129 New
HI
1129
HBK Investments
Texas
$845K +$850K +5,125 New
DGAM
1130
Desjardins Global Asset Management
Quebec, Canada
$845K +$519K +3,129 +157%
PFS
1131
Prospera Financial Services
Texas
$844K +$173K +1,042 +26%
AG
1132
Algert Global
California
$843K +$848K +5,112 New
WANY
1133
Wealthspire Advisors (New York)
New York
$838K -$293K -1,768 -26%
AF
1134
Allworth Financial
California
$837K +$42K +253 +5%
CAG
1135
Crestwood Advisors Group
Massachusetts
$837K -$552K -3,329 -40%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$835K +$8.46K +51 +1%
LCS
1137
Levin Capital Strategies
New York
$835K -$249K -1,500 -23%
PWPS
1138
Pinnacle Wealth Planning Services
Ohio
$835K -$13.4K -81 -2%
CL
1139
Choreo LLC
Illinois
$835K +$840K +5,062 New
SAM
1140
S.A. Mason
Michigan
$833K +$166 +1 +0%
TWA
1141
TCI Wealth Advisors
Arizona
$833K +$83.4K +503 +11%
UH
1142
Unigestion Holding
Switzerland
$830K -$255K -1,537 -23%
LCM
1143
Leisure Capital Management
California
$830K
PTC
1144
Private Trust Company
Ohio
$827K +$52.8K +318 +7%
GC
1145
Garde Capital
Washington
$827K
PFO
1146
PMC FIG Opportunities
Israel
$825K -$166K -1,000 -17%
MFS
1147
Monetta Financial Services
Illinois
$825K
SOAMC
1148
Spirit of America Management Corp
New York
$825K
LW
1149
Linscomb Wealth
Texas
$823K +$62.7K +378 +8%
CMANY
1150
Capital Management Associates (New York)
New York
$822K -$122K -735 -13%