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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
726
Fulcrum Asset Management
United Kingdom
$6.34M +$5.96M +18,607 New
MWM
727
Modera Wealth Management
New Jersey
$6.33M +$39.7K +124 +0.7%
ZF
728
Zhang Financial
Michigan
$6.32M +$678K +2,119 +13%
FFA
729
Farther Finance Advisors
California
$6.31M +$638K +1,992 +12%
CT
730
Caldwell Trust
Florida
$6.3M -$7.36K -23 -0.1%
WCM
731
Wisconsin Capital Management
Wisconsin
$6.29M -$21.5K -67 -0.4%
ECM
732
Evergreen Capital Management
Washington
$6.28M +$2.34M +7,314 +65%
CAM
733
Covenant Asset Management
New Jersey
$6.26M -$86.4K -270 -1%
VCA
734
Verdence Capital Advisors
Maryland
$6.25M -$1.28K -4 -0%
MIM
735
Morningstar Investment Management
Illinois
$6.25M – – –
CI
736
Conning Inc
Connecticut
$6.24M +$308K +963 +6%
OIMU
737
Osmosis Investment Management UK
United Kingdom
$6.18M -$5.83M -18,198 -50%
DAS
738
Dynamic Advisor Solutions
Arizona
$6.16M +$367K +1,146 +7%
ISWM
739
Intesa Sanpaolo Wealth Management
$6.14M +$1.05M +3,289 +22%
CFSG
740
Community Financial Services Group
Vermont
$6.14M -$923K -2,882 -14%
TLP
741
Trinity Legacy Partners
Texas
$6.14M +$49.3K +154 +0.9%
VWM
742
Vertrix Wealth Management
Michigan
$6.12M +$525K +1,641 +10%
AWM
743
Apollon Wealth Management
South Carolina
$6.12M +$481K +1,502 +9%
LC
744
Lincoln Capital
Nebraska
$6.1M -$304K -951 -5%
MVA
745
Mount Vernon Associates
Maryland
$6.09M -$293K -915 -5%
PCI
746
Pacifica Capital Investments
Texas
$6.09M – – –
GHAM
747
Gilman Hill Asset Management
Connecticut
$6.07M +$29.5K +92 +0.5%
RG
748
Rathbones Group
United Kingdom
$6.04M +$360K +1,124 +7%
CCT
749
Chemung Canal Trust
New York
$6.04M -$240K -749 -4%
CA
750
Callahan Advisors
Texas
$6.03M +$320 +1 +0%
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