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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
ALPS Advisors
Colorado
$2.35M +$200K +1,242 +10%
SC
752
Sawyer & Company
Massachusetts
$2.35M -$3.23K -20 -0.1%
BFA
753
Benedict Financial Advisors
Georgia
$2.33M -$5.16K -32 -0.2%
QCM
754
Quantinno Capital Management
New York
$2.32M +$132K +818 +7%
FBC
755
Fairfield, Bush & Co
Connecticut
$2.3M +$290K +1,800 +16%
PAM
756
Private Asset Management
California
$2.3M -$12.9K -80 -0.6%
TCPWM
757
Traverso Chambers Private Wealth Management
California
$2.3M -$807 -5 -0%
VFA
758
Valeo Financial Advisors
Indiana
$2.29M -$297K -1,841 -12%
OIA
759
OneDigital Investment Advisors
Kansas
$2.29M -$567K -3,514 -21%
NW
760
NewEdge Wealth
Pennsylvania
$2.29M +$1.87M +11,577 +731%
MGIA
761
Moneta Group Investment Advisors
Missouri
$2.29M +$39.4K +244 +2%
WOC
762
West Oak Capital
California
$2.29M +$40K +248 +2%
TMAM
763
Tokio Marine Asset Management
Japan
$2.28M +$69.2K +429 +3%
MWM
764
Madison Wealth Management
Ohio
$2.27M +$16K +99 +0.8%
BP
765
Ballentine Partners
Massachusetts
$2.27M -$181K -1,121 -8%
SC
766
SouthState Corp
Florida
$2.27M +$3.71K +23 +0.2%
CG
767
Caprock Group
Idaho
$2.27M +$97.5K +604 +5%
AWA
768
Aaron Wealth Advisors
Illinois
$2.26M +$15K +93 +0.7%
GSB
769
Greenfield Savings Bank
Massachusetts
$2.26M +$14.5K +90 +0.7%
RWP
770
RWA Wealth Partners
Massachusetts
$2.25M +$265K +1,645 +15%
SSWM
771
Smith Salley Wealth Management
North Carolina
$2.25M +$69.2K +429 +3%
XWM
772
Xcel Wealth Management
Florida
$2.23M +$48.4K +300 +2%
WA
773
Waverly Advisors
Alabama
$2.23M +$1.7M +10,511 +461%
BCM
774
Bridgeway Capital Management
Texas
$2.23M +$2.06M +12,788 New
BP
775
BBR Partners
New York
$2.22M -$7.58K -47 -0.4%
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