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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
776
Godshalk Welsh Capital Management
Pennsylvania
$1.92M +$7.6K +46 +0.3%
SC
777
Sawyer & Company
Massachusetts
$1.9M -$30.6K -185 -1%
MGIA
778
Moneta Group Investment Advisors
Missouri
$1.9M +$716K +4,337 +46%
GWM
779
Geneos Wealth Management
Colorado
$1.9M +$972K +5,884 +77%
SWMG
780
Signature Wealth Management Group
Georgia
$1.89M +$94.8K +574 +4%
GCC
781
Guardian Capital (Canada)
Ontario, Canada
$1.88M +$198K +1,200 +10%
IAS
782
Investment Advisory Services
Texas
$1.87M -$165K -998 -7%
FSA
783
Fort Sheridan Advisors
Illinois
$1.87M +$30.1K +182 +1%
V
784
ValueWorks
New York
$1.87M -$242K -1,464 -10%
SBIA
785
Sheaff Brock Investment Advisors
Indiana
$1.86M -$4.63K -28 -0.2%
AIM
786
AHL Investment Management
Florida
$1.85M +$53.4K +323 +2%
APA
787
American Portfolios Advisors
New York
$1.85M -$186K -1,127 -8%
WGCA
788
Wolf Group Capital Advisors
Virginia
$1.84M +$347K +2,101 +19%
TCPWM
789
Traverso Chambers Private Wealth Management
California
$1.83M – – –
BFA
790
Benedict Financial Advisors
Georgia
$1.82M -$1.65K -10 -0.1%
SAM
791
Sawgrass Asset Management
Florida
$1.82M -$75.2K -455 -3%
WG
792
Welch Group
Alabama
$1.82M +$4.13K +25 +0.2%
AA
793
ALPS Advisors
Colorado
$1.81M -$445K -2,695 -17%
EF
794
Empirical Finance
Pennsylvania
$1.81M +$110K +668 +5%
QI
795
QV Investors
Alberta, Canada
$1.81M – – –
GSB
796
Greenfield Savings Bank
Massachusetts
$1.8M +$2.15M +13,005 New
SC
797
SouthState Corp
Florida
$1.79M +$22.1K +134 +1%
BFO
798
Boston Family Office
Massachusetts
$1.79M +$178K +1,079 +9%
ACP
799
Ashfield Capital Partners
California
$1.78M – – –
JCM
800
Jacobi Capital Management
Pennsylvania
$1.76M +$234K +1,418 +13%
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