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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1576
Physicians Financial Services
North Carolina
$629K +$12.4K +50 +2%
HIP
1577
HUB Investment Partners
Texas
$628K -$117K -471 -17%
SRC
1578
Shufro Rose & Co
New York
$626K – – –
PFGIA
1579
Patriot Financial Group Insurance Agency
Massachusetts
$625K -$61.5K -247 -10%
CRC
1580
Curi RMB Capital
Illinois
$623K +$88.1K +354 +18%
BAM
1581
Blueshift Asset Management
New Jersey
$621K +$570K +2,290 New
AWM
1582
Accurate Wealth Management
Florida
$620K +$44.8K +180 +9%
CWP
1583
Cyndeo Wealth Partners
Florida
$619K +$26.9K +108 +5%
SS
1584
Sunbelt Securities
Texas
$614K +$80.7K +324 +17%
CA
1585
Crumly & Associates
Illinois
$613K +$13.7K +55 +2%
CAM
1586
Covenant Asset Management
New Jersey
$613K -$49.8K -200 -8%
ATFA
1587
All Terrain Financial Advisors
Minnesota
$613K – – –
BHIA
1588
Birch Hill Investment Advisors
Massachusetts
$610K – – –
CCG
1589
Cypress Capital Group
Florida
$609K +$11.2K +45 +2%
ECM
1590
Estabrook Capital Management
New York
$609K – – –
UB
1591
Umpqua Bank
Oregon
$608K +$5.98K +24 +1%
QPW
1592
Quantum Private Wealth
Florida
$607K – – –
DWM
1593
Dechtman Wealth Management
Colorado
$607K +$1.74K +7 +0.3%
AWM
1594
Arista Wealth Management
Nevada
$607K +$6.47K +26 +1%
PWM
1595
Partnership Wealth Management
Maryland
$607K -$66.2K -266 -11%
LC
1596
Lavaca Capital
Texas
$605K -$845K -3,395 -60%
CD
1597
Chapin Davis
Maryland
$604K -$2.99K -12 -0.5%
Kayne Anderson Rudnick Investment Management
1598
Kayne Anderson Rudnick Investment Management
California
$600K – – –
SFG
1599
Sunburst Financial Group
Alabama
$600K – – –
CA
1600
Claro Advisors
Massachusetts
$599K +$41.1K +165 +8%