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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2051
Loomis, Sayles & Company
Massachusetts
$5K +$5.06K +28 New
IWP
2052
IAG Wealth Partners
Wisconsin
$5K +$5.24K +29 New
JIR
2053
James Investment Research
Ohio
$4K -$181 -1 -5%
FBT
2054
First Bank & Trust
South Dakota
$4K – – –
LWA
2055
Lowe Wealth Advisors
Maryland
$4K – – –
CCMIC
2056
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$3.61K +20 New
SIC
2057
SJS Investment Consulting
Ohio
$4K +$3.97K +22 New
SAM
2058
Strategic Asset Management
Minnesota
$3K -$8.49K -47 -76%
CWA
2059
Carolina Wealth Advisors
South Carolina
$3K – – –
FWM
2060
Focused Wealth Management
New York
$3K – – –
HWM
2061
HighMark Wealth Management
Minnesota
$3K – – –
SFCL
2062
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
OLVIG
2063
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$1.81K +10 New
CWAF
2064
Core Wealth Advisors (Florida)
Florida
$1K -$6.32K -35 -83%
HS
2065
Horan Securities
United States
$1K +$361 +2 +200%
BC
2066
Burleson & Co
California
$1K +$1.45K +8 New
Balyasny Asset Management
2067
Balyasny Asset Management
Illinois
– -$126M -698,404 Closed
CVA
2068
Ceredex Value Advisors
Florida
– -$66.4M -405,824 Closed
FAS
2069
Formuepleje A/S
Denmark
– -$48.8M -298,392 Closed
Holocene Advisors
2070
Holocene Advisors
New York
– -$32.6M -199,002 Closed
PGF
2071
Pelham Global Financials
United Kingdom
– -$23.8M -145,444 Closed
ECM
2072
ExodusPoint Capital Management
New York
– -$12.6M -77,135 Closed
MC
2073
Metropolis Capital
United Kingdom
– -$8.47M -51,794 Closed
ZIG
2074
Zurich Insurance Group
Switzerland
– -$8.01M -48,963 Closed
E
2075
Ergoteles
New York
– -$6.66M -40,728 Closed