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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
651
Ceeto Capital Group
Florida
$1.64M – – –
ECM
652
Everence Capital Management
Indiana
$1.63M – – –
FAAS
653
First Allied Advisory Services
California
$1.63M +$21.1K +214 +1%
SC
654
SouthState Corp
Florida
$1.63M -$13.3K -135 -0.8%
VMPIC
655
Varma Mutual Pension Insurance Co
Finland
$1.63M +$299K +3,041 +23%
SIM
656
Stratos Investment Management
Ohio
$1.63M +$47.1K +479 +3%
NGA
657
Naples Global Advisors
Florida
$1.63M +$102K +1,040 +7%
BFO
658
Boston Family Office
Massachusetts
$1.62M -$19K -193 -1%
PAM
659
Private Asset Management
California
$1.61M +$98 +1 +0%
BBA
660
BLB&B Advisors
Pennsylvania
$1.61M +$9.84K +100 +0.6%
IA
661
IFG Advisory
Georgia
$1.6M +$62.9K +639 +4%
HB
662
Homrich & Berg
Georgia
$1.6M +$212K +2,153 +16%
SFO
663
Stokes Family Office
Louisiana
$1.59M -$781K -7,937 -33%
CAM
664
Cresset Asset Management
Illinois
$1.58M +$51.6K +525 +3%
V
665
ValueWorks
New York
$1.57M -$208K -2,119 -12%
III
666
Independent Investors Inc
New York
$1.55M – – –
IC
667
Investment Counsel
Michigan
$1.55M -$12.3K -125 -0.8%
WG
668
Welch Group
Alabama
$1.55M +$315K +3,197 +26%
AWM
669
Altium Wealth Management
New York
$1.55M -$1.87K -19 -0.1%
PI
670
Pettee Investors
Connecticut
$1.54M – – –
PWMAG
671
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M -$94.9K -965 -6%
GCC
672
Guardian Capital (Canada)
Ontario, Canada
$1.53M – – –
NA
673
NewEdge Advisors
Louisiana
$1.52M -$296K -3,013 -17%
SLWS
674
Swaine & Leidel Wealth Services
Florida
$1.52M +$1.49M +15,150 New
ACM
675
AlphaCrest Capital Management
New York
$1.51M +$499K +5,073 +51%
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