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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
576
Polar Capital
United Kingdom
$2.21M – – –
SCM
577
Silvant Capital Management
Georgia
$2.2M -$549K -5,576 -20%
EWA
578
EP Wealth Advisors
California
$2.19M -$285K -2,895 -12%
GWM
579
Geneos Wealth Management
Colorado
$2.19M +$143K +1,451 +7%
CAN
580
Cetera Advisor Networks
California
$2.18M -$41.6K -423 -2%
GD
581
Grandfield & Dodd
New York
$2.18M -$21.1K -214 -1%
SW
582
SVB Wealth
Massachusetts
$2.17M +$60.7K +617 +3%
MCM
583
Mitchell Capital Management
Kansas
$2.17M +$87.3K +887 +4%
BIAS
584
Beacon Investment Advisory Services
New Jersey
$2.16M +$3.94K +40 +0.2%
CI
585
Cigna Investments
Connecticut
$2.14M -$1.18K -12 -0.1%
SAM
586
Sawgrass Asset Management
Florida
$2.13M – – –
BC
587
Brookfield Corp
Ontario, Canada
$2.12M +$2.08M +21,121 New
B
588
Barings
North Carolina
$2.1M +$486K +4,937 +31%
AWM
589
Avitas Wealth Management
California
$2.09M +$428K +4,355 +26%
O
590
Ossiam
France
$2.08M +$570K +5,794 +39%
ACM
591
Azimuth Capital Management
Michigan
$2.07M +$12.3K +125 +0.6%
HSA
592
Hussman Strategic Advisors
Maryland
$2.06M – – –
PSUF
593
People's United Financial
Connecticut
$2.04M -$103K -1,052 -5%
MCM
594
Murphy Capital Management
New Jersey
$2.03M -$44.1K -448 -2%
MYLI
595
Meiji Yasuda Life Insurance
Japan
$2.02M -$255K -2,597 -11%
AI
596
Atom Investors
Texas
$2.02M -$2.18M -22,173 -52%
CA
597
Clearstead Advisors
Ohio
$2.02M -$862K -8,760 -30%
HTC
598
Haverford Trust Company
Pennsylvania
$2.01M +$84.1K +855 +4%
TW
599
TrinityPoint Wealth
Connecticut
$1.99M +$1.4M +14,226 +252%
EP
600
Eudaimonia Partners
Tennessee
$1.98M +$1.58M +16,050 +435%
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