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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
751
Tokio Marine Asset Management
Japan
$3.37M +$214K +1,030 +7%
WAC
752
William Allan Corp
Colorado
$3.37M +$829 +4 +0%
CNBT
753
Canandaigua National Bank & Trust
New York
$3.37M -$330K -1,592 -10%
WC
754
Wynn Capital
Georgia
$3.34M +$74.2K +358 +3%
SIA
755
Schechter Investment Advisors
Michigan
$3.33M +$496K +2,392 +20%
KCM
756
Kanawha Capital Management
Virginia
$3.31M -$415 -2 -0%
BFA
757
Benedict Financial Advisors
Georgia
$3.3M +$150K +724 +5%
EWM
758
Evercore Wealth Management
New York
$3.3M -$57.9K -279 -2%
ACP
759
Aviance Capital Partners
Florida
$3.28M +$415K +2,000 +16%
TA
760
Townsend & Associates
Colorado
$3.26M -$77.1K -372 -3%
IVP
761
Intrinsic Value Partners
Arizona
$3.26M -$66.1K -319 -2%
CWI
762
Conscious Wealth Investments
Florida
$3.26M +$67K +323 +2%
WB
763
Webster Bank
Connecticut
$3.26M +$53.7K +259 +2%
TH
764
TCTC Holdings
Texas
$3.25M +$87.1K +420 +3%
SW
765
Simplicity Wealth
New Jersey
$3.24M +$2.95M +14,225 New
PMG
766
ProVise Management Group
Florida
$3.23M -$1.35M -6,534 -32%
AWM
767
Apollon Wealth Management
South Carolina
$3.22M +$193K +930 +7%
IAS
768
Insigneo Advisory Services
Florida
$3.21M +$456K +2,199 +18%
BFA
769
Brendel Financial Advisors
New Hampshire
$3.19M – – –
RAM
770
Riggs Asset Management
Pennsylvania
$3.18M +$2.84M +13,673 +4,558%
EH
771
Equitable Holdings
New York
$3.18M -$8.92K -43 -0.3%
BW
772
Bison Wealth
Georgia
$3.18M -$667K -3,219 -19%
CWMU
773
Caliber Wealth Management (Utah)
Utah
$3.15M +$17.8K +86 +0.6%
IAS
774
Investment Advisory Services
Texas
$3.14M -$83.4K -402 -3%
BRWA
775
B. Riley Wealth Advisors
Florida
$3.13M +$145K +699 +3%
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