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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1501
Argus Investors Counsel
New York
$1.05M -$135K -403 -10%
FF
1502
Francis Financial
$1.04M +$644K +1,920 +125%
QFA
1503
Quantum Financial Advisors
California
$1.04M +$41.6K +124 +4%
DWM
1504
Defined Wealth Management
Oregon
$1.04M -$2.68K -8 -0.2%
FFS
1505
Founders Financial Securities
Maryland
$1.04M -$252K -751 -19%
AFP
1506
Ausdal Financial Partners
Iowa
$1.04M +$267K +797 +30%
WCM
1507
Weaver Capital Management
Georgia
$1.04M -$72.8K -217 -6%
SAIG
1508
Semper Augustus Investments Group
Colorado
$1.04M -$1.68K -5 -0.1%
TIAA Trust, National Association
1509
TIAA Trust, National Association
North Carolina
$1.04M -$30.2M -90,040 -96%
CT
1510
Colonial Trust
South Carolina
$1.04M +$671 +2 +0.1%
AW
1511
Alchemi Wealth
Connecticut
$1.03M -$7.71K -23 -0.7%
OAM
1512
Oak Asset Management
California
$1.03M -$10.1K -30 -0.9%
AF
1513
Alerus Financial
North Dakota
$1.03M -$20.1K -60 -2%
RC
1514
Rexford Capital
Texas
$1.03M +$13.4K +40 +1%
MFGM
1515
Marshall Financial Group (Maryland)
Maryland
$1.03M +$74.1K +221 +7%
PFGIA
1516
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$531K +1,584 +88%
SMH
1517
Sanders Morris Harris
Texas
$1.02M +$1.14M +3,388 New
AO
1518
Advisor OS
Illinois
$1.02M -$631K -1,881 -36%
BG
1519
Bahl & Gaynor
Ohio
$1.02M -$20.5K -61 -2%
SIC
1520
Sigma Investment Counselors
Michigan
$1.02M -$671 -2 -0.1%
ARA
1521
Alexander Randolph Advisory
Virginia
$1.02M -$27.8K -83 -2%
BWA
1522
Basecamp Wealth Advisors
Washington
$1.02M -$2.35K -7 -0.2%
HBT
1523
Heartland Bank & Trust
Illinois
$1.01M +$61.7K +184 +6%
LJAC
1524
L.J. Altfest & Co
New York
$1.01M +$30.8K +92 +3%
UBP
1525
Union Bancaire Privee
Switzerland
$993K – – –