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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$712K +$26.7K +180 +4%
AF
1152
Allworth Financial
California
$712K +$73.8K +498 +12%
Koshinski Asset Management
1153
Koshinski Asset Management
Illinois
$712K +$714K +4,820 New
TCM
1154
Twin Capital Management
Pennsylvania
$711K +$163K +1,097 +30%
BTI
1155
Blue Trust Inc
Georgia
$707K +$351K +2,372 +83%
NP
1156
NorthRock Partners
Minnesota
$706K +$228K +1,536 +47%
SFG
1157
Sather Financial Group
Texas
$704K +$706K +4,765 New
CCMT
1158
CMT Capital Markets Trading
Germany
$702K +$185K +1,250 +36%
HFM
1159
Hartford Funds Management
Pennsylvania
$702K +$431K +2,908 +158%
SW
1160
SteelPeak Wealth
California
$701K -$422K -2,851 -38%
TCM
1161
Tufton Capital Management
Maryland
$700K
DA
1162
Dover Advisors
Virginia
$697K +$699K +4,716 New
LCM
1163
Landscape Capital Management
New Jersey
$695K -$12.3M -83,077 -95%
BWM
1164
BigSur Wealth Management
Florida
$694K -$44.5K -300 -6%
PTC
1165
Private Trust Company
Ohio
$694K +$7.26K +49 +1%
BAAM
1166
Baker Avenue Asset Management
California
$690K +$25K +169 +4%
GFG
1167
Greystone Financial Group
Michigan
$689K +$690K +4,660 New
DFG
1168
Delta Financial Group
New Jersey
$684K +$693K +4,674 New
ICG
1169
InterOcean Capital Group
Tennessee
$681K -$129K -872 -16%
LW
1170
Linscomb Wealth
Texas
$681K +$45K +304 +7%
FAM
1171
Fred Alger Management
New York
$680K -$20.2M -136,060 -97%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$677K +$371K +2,504 +121%
FFA
1173
First Foundation Advisors
California
$674K +$37K +250 +6%
AF
1174
Advisornet Financial
Minnesota
$674K -$188K -1,272 -22%
ACM
1175
Advisors Capital Management
New Jersey
$674K -$18.2K -123 -3%