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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
1276
Baker Avenue Asset Management
California
$965K -$119K -572 -12%
BFM
1277
Boston Financial Management
Massachusetts
$964K +$58.1K +280 +7%
AP
1278
Adero Partners
California
$962K +$1.24K +6 +0.1%
WSC
1279
Wellington Shields & Co
New York
$961K -$20.7K -100 -2%
LWM
1280
Lyell Wealth Management
California
$957K
VI
1281
Versor Investments
New York
$957K -$41.1K -198 -5%
PSFG
1282
Prairie Sky Financial Group
Illinois
$952K
EFS
1283
Essex Financial Services
Connecticut
$949K +$51.6K +249 +6%
AIM
1284
Alhambra Investment Management
Florida
$948K -$18.7K -90 -2%
GI
1285
GAMMA Investing
California
$948K +$84.6K +408 +11%
Koshinski Asset Management
1286
Koshinski Asset Management
Illinois
$941K +$22.2K +107 +3%
HGERS
1287
Householder Group Estate & Retirement Specialist
Arizona
$939K -$19.9K -96 -2%
BIM
1288
Baldwin Investment Management
Pennsylvania
$936K
VEA
1289
Virtus ETF Advisers
New York
$929K +$8.29K +40 +1%
EI
1290
Ellevest Inc
New York
$928K +$47.1K +227 +6%
WA
1291
WBH Advisory
Maryland
$925K +$2.9K +14 +0.3%
CRC
1292
Curi RMB Capital
Illinois
$925K +$78.6K +379 +10%
FCP
1293
Fidelis Capital Partners
Florida
$924K +$242K +1,169 +40%
MFF
1294
Mango Five Family
Nevada
$923K
EWM
1295
Evermay Wealth Management
Virginia
$920K -$16.6K -80 -2%
MAM
1296
Morse Asset Management
Connecticut
$920K
IIM
1297
Ipswich Investment Management
Massachusetts
$919K +$66.4K +320 +9%
ANBT
1298
American National Bank & Trust
Texas
$917K +$78.8K +380 +10%
CA
1299
Centerpoint Advisors
Massachusetts
$908K +$15.6K +75 +2%
EAM
1300
Evanson Asset Management
California
$908K -$43.3K -209 -5%