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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
751
CenterBook Partners
Connecticut
$4.01M -$260K -1,046 -7%
CWI
752
Conscious Wealth Investments
Florida
$4.01M -$38.6K -155 -1%
BBWA
753
Bell & Brown Wealth Advisors
California
$3.99M -$16.2K -65 -0.4%
PI
754
Pettee Investors
Connecticut
$3.99M – – –
BFA
755
Benedict Financial Advisors
Georgia
$3.97M +$42.8K +172 +1%
CIP
756
Chartwell Investment Partners
Pennsylvania
$3.96M +$178K +716 +5%
CCM
757
Coldstream Capital Management
Washington
$3.96M +$352K +1,413 +11%
ACP
758
Aviance Capital Partners
Florida
$3.96M +$38.1K +153 +1%
WAC
759
William Allan Corp
Colorado
$3.95M -$35.1K -141 -1%
HIS
760
Horizon Investment Services
Indiana
$3.95M +$1.59M +6,385 +78%
TAM
761
Taurus Asset Management
New York
$3.93M -$2.81M -11,300 -44%
SIA
762
Schechter Investment Advisors
Michigan
$3.93M -$116K -465 -3%
TH
763
TCTC Holdings
Texas
$3.91M +$15.9K +64 +0.4%
NEAM
764
New England Asset Management
Connecticut
$3.91M -$251K -1,010 -7%
BCM
765
Buckhead Capital Management
Georgia
$3.89M -$215K -864 -6%
S
766
SignatureFD
Georgia
$3.88M +$8.22K +33 +0.2%
EF
767
Empowered Funds
Pennsylvania
$3.88M +$70K +281 +2%
SC
768
SouthState Corp
Florida
$3.87M +$108K +433 +3%
WOC
769
West Oak Capital
California
$3.87M -$94.6K -380 -3%
CII
770
Capital International Inc
California
$3.86M +$108K +432 +3%
GAM
771
Gotham Asset Management
New York
$3.85M +$557K +2,236 +19%
BWM
772
BNC Wealth Management
Oregon
$3.85M +$150K +602 +4%
CAM
773
Columbia Asset Management
Michigan
$3.84M +$70K +281 +2%
MFG
774
Merit Financial Group
Georgia
$3.83M +$128K +516 +4%
HIC
775
Hartline Investment Corp
Illinois
$3.82M +$807K +3,242 +30%
29 30
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