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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1151
Ascent Group
Virginia
$725K -$502K -3,068 -39%
JPWM
1152
Jamison Private Wealth Management
Georgia
$725K +$795K +4,862 New
WT
1153
Washington Trust
Rhode Island
$721K
NSIM
1154
North Star Investment Management
Illinois
$719K +$6.38K +39 +0.8%
TPWM
1155
Twelve Points Wealth Management
Massachusetts
$716K +$150K +915 +24%
RMC
1156
Resources Management Corp
Connecticut
$714K -$18K -110 -2%
BFC
1157
Bedel Financial Consulting
Indiana
$712K -$65.9K -403 -8%
LCM
1158
Laurion Capital Management
New York
$712K +$781K +4,774 New
NP
1159
NorthRock Partners
Minnesota
$711K +$75.4K +461 +11%
LCM
1160
Leisure Capital Management
California
$711K -$7.52K -46 -1%
ES
1161
Eagle Strategies
New York
$709K +$777K +4,750 New
IP
1162
Ignite Planners
California
$706K +$15.7K +96 +2%
DF
1163
Donoghue Forlines
Massachusetts
$706K +$774K +4,730 New
LRPA
1164
L. Roy Papp & Associates
Arizona
$704K +$818 +5 +0.1%
PWPS
1165
Pinnacle Wealth Planning Services
Ohio
$700K -$30.1K -184 -4%
RSWM
1166
Robertson Stephens Wealth Management
California
$698K +$981 +6 +0.1%
TCM
1167
Tufton Capital Management
Maryland
$695K -$12.3K -75 -2%
FCI
1168
Financial Counselors Inc
Kansas
$694K -$34K -208 -4%
RCM
1169
RB Capital Management
Nevada
$692K +$18.3K +112 +2%
FAM
1170
Fred Alger Management
New York
$686K -$17.3K -106 -2%
UM
1171
UniSuper Management
Australia
$686K
SL
1172
Sentry LLC
Tennessee
$685K
PIM
1173
Profit Investment Management
Maryland
$684K
CL
1174
Choreo LLC
Illinois
$683K +$15.9K +97 +2%
Koshinski Asset Management
1175
Koshinski Asset Management
Illinois
$679K +$21.9K +134 +3%