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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
776
Wolf Group Capital Advisors
Virginia
$1.8M +$1.51K +10 +0.1%
PAM
777
Private Asset Management
California
$1.79M -$97.5K -644 -5%
FDS
778
First Dallas Securities
Texas
$1.79M +$776K +5,127 +63%
HSA
779
HBK Sorce Advisory
Pennsylvania
$1.79M +$1.03M +6,828 +106%
TCPWM
780
Traverso Chambers Private Wealth Management
California
$1.78M – – –
WG
781
Welch Group
Alabama
$1.77M – – –
QI
782
QV Investors
Alberta, Canada
$1.76M – – –
PI
783
PEAK6 Investments
Illinois
$1.76M +$303K +2,004 +18%
CCP
784
Corient Capital Partners
California
$1.76M – – –
SAM
785
Sawgrass Asset Management
Florida
$1.75M -$22.1K -146 -1%
BFO
786
Boston Family Office
Massachusetts
$1.75M – – –
BP
787
BBR Partners
New York
$1.74M -$151K -997 -7%
GSB
788
Greenfield Savings Bank
Massachusetts
$1.74M -$22.1K -146 -1%
RGI
789
River Global Investors
United Kingdom
$1.73M -$174K -1,150 -8%
QCG
790
Quadrant Capital Group
Ohio
$1.73M +$70.1K +463 +4%
SC
791
SouthState Corp
Florida
$1.73M -$22.9K -151 -1%
GCM
792
Graham Capital Management
Connecticut
$1.72M -$355K -2,343 -16%
PH
793
Pinnacle Holdings
Oklahoma
$1.72M +$19.4K +128 +1%
BP
794
Ballentine Partners
Massachusetts
$1.72M +$152K +1,001 +9%
JCM
795
Jacobi Capital Management
Pennsylvania
$1.72M +$3.33K +22 +0.2%
BZWA
796
Blue Zone Wealth Advisors
California
$1.72M -$1.41M -9,300 -42%
WPW
797
Warther Private Wealth
Ohio
$1.71M +$575K +3,800 +43%
MMPW
798
Mitchell McLeod Pugh & Williams
Alabama
$1.7M +$33.3K +220 +2%
BFA
799
Buttonwood Financial Advisors
Maryland
$1.69M -$7.57K -50 -0.4%
ACP
800
Aviance Capital Partners
Florida
$1.69M – – –
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