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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1201
Defined Wealth Management
Oregon
$564K – – –
BL
1202
Balentine LLC
Georgia
$564K +$29.3K +187 +6%
MWNA
1203
Marshall Wace North America
New York
$562K +$172K +1,100 +48%
GWMIA
1204
Global Wealth Management Investment Advisory
Florida
$558K -$11.4K -73 -2%
PIM
1205
Profit Investment Management
Maryland
$558K – – –
FCBT
1206
First Citizens Bank & Trust
North Carolina
$558K +$18.2K +116 +4%
ST
1207
Sentinel Trust
Texas
$558K +$529K +3,379 New
HFM
1208
Hartford Financial Management
Connecticut
$556K -$2.66K -17 -0.5%
IFG
1209
Independent Financial Group
California
$554K -$29.8K -190 -5%
RP
1210
Riverbridge Partners
Minnesota
$553K -$16K -102 -3%
SAM
1211
SignalPoint Asset Management
Missouri
$551K -$5.33K -34 -1%
CANC
1212
Culbertson A N & Co
Virginia
$549K +$22.7K +145 +5%
BRWM
1213
B. Riley Wealth Management
Tennessee
$548K -$182K -1,164 -26%
HPC
1214
Hobart Private Capital
North Carolina
$546K -$39.9K -255 -7%
KFA
1215
Krane Funds Advisors
New York
$545K +$516K +3,296 New
BCM
1216
BTR Capital Management
California
$544K -$23.5K -150 -4%
SIC
1217
Salem Investment Counselors
North Carolina
$544K -$7.83K -50 -1%
EIP
1218
Ellis Investment Partners
Pennsylvania
$543K +$20.4K +130 +4%
SCA
1219
Snowden Capital Advisors
New York
$543K +$63.1K +403 +14%
EB
1220
Eastern Bank
Massachusetts
$536K -$94K -600 -16%
DC
1221
Derby & Company
Massachusetts
$535K – – –
CYG
1222
Clean Yield Group
Vermont
$534K – – –
Carson Wealth (CWM LLC)
1223
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
WIM
1224
Wittenberg Investment Management
Massachusetts
$530K – – –
ERIM
1225
Eagle Ridge Investment Management
Connecticut
$529K – – –