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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
626
Pacifica Capital Investments
Texas
$1.58M – – –
BDWM
627
Brewin Dolphin Wealth Management
Ireland
$1.57M +$57K +490 +3%
MVA
628
Mount Vernon Associates
Maryland
$1.57M +$151K +1,300 +8%
CCM
629
Condor Capital Management
New Jersey
$1.57M +$1.91M +16,373 +844%
BBVA
630
Banco Bilbao Vizcaya Argentaria
Spain
$1.57M -$2.08M -17,881 -49%
FAAS
631
First Allied Advisory Services
California
$1.56M +$270K +2,321 +15%
SFO
632
Stokes Family Office
Louisiana
$1.55M +$354K +3,046 +20%
BB
633
Busey Bank
Illinois
$1.55M +$10.5K +90 +0.5%
TK
634
TIAA Kaspick
Massachusetts
$1.53M +$2.08M +17,890 New
CA
635
Callahan Advisors
Texas
$1.53M +$175K +1,501 +9%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$1.52M -$26.8K -230 -1%
CC
637
Courier Capital
New York
$1.51M – – –
HC
638
HNP Capital
New York
$1.51M +$1.54M +13,249 +252%
APW
639
Aurora Private Wealth
New Jersey
$1.51M +$934K +8,025 +84%
KHLMVGHM
640
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.51M – – –
ACM
641
Ativo Capital Management
Illinois
$1.5M +$370K +3,183 +22%
AWM
642
Altium Wealth Management
New York
$1.49M +$135K +1,156 +7%
IRF
643
IBM Retirement Fund
New York
$1.49M +$689K +5,919 +52%
SC
644
SouthState Corp
Florida
$1.48M -$775K -6,660 -28%
PFSC
645
Peoples Financial Services Corp
Pennsylvania
$1.47M -$307K -2,641 -13%
WOC
646
West Oak Capital
California
$1.46M +$58.2K +500 +3%
RRAM
647
River Road Asset Management
Kentucky
$1.45M +$1.97M +16,923 New
BBWA
648
Bell & Brown Wealth Advisors
California
$1.44M +$52.7K +453 +3%
BFIM
649
Beese Fulmer Investment Management
Ohio
$1.44M -$60.5K -520 -3%
BFA
650
Brendel Financial Advisors
New Hampshire
$1.44M – – –
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