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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
776
Bell & Brown Wealth Advisors
California
$3.95M +$28.1K +95 +0.7%
BFA
777
Benedict Financial Advisors
Georgia
$3.94M -$109K -370 -2%
BFIM
778
Beese Fulmer Investment Management
Ohio
$3.93M -$59.4K -201 -1%
ACP
779
Aviance Capital Partners
Florida
$3.91M -$103K -350 -2%
S
780
SignatureFD
Georgia
$3.91M +$36.4K +123 +0.9%
SC
781
SouthState Corp
Florida
$3.87M +$202K +682 +5%
IFG
782
Independent Financial Group
California
$3.87M -$81.3K -275 -2%
TH
783
TCTC Holdings
Texas
$3.83M -$13K -44 -0.3%
TAM
784
Taurus Asset Management
New York
$3.82M -$88.7K -300 -2%
GIM
785
Goelzer Investment Management
Indiana
$3.81M -$57.6K -195 -1%
LTAS
786
Linden Thomas Advisory Services
North Carolina
$3.81M +$315K +1,065 +8%
CPBTD
787
Central Pacific Bank - Trust Division
Hawaii
$3.8M -$1.1M -3,714 -21%
BFA
788
Brendel Financial Advisors
New Hampshire
$3.77M – – –
TFA
789
Teamwork Financial Advisors
Texas
$3.75M -$1.27M -4,285 -24%
EWM
790
Evercore Wealth Management
New York
$3.72M -$60.3K -204 -1%
AWM
791
Avior Wealth Management
Nebraska
$3.72M -$88.4K -299 -2%
TPCW
792
TD Private Client Wealth
New York
$3.72M -$296 -1 -0%
CCM
793
Coldstream Capital Management
Washington
$3.71M -$342K -1,156 -8%
MAS
794
Meeder Advisory Services
Ohio
$3.71M +$67.4K +228 +2%
GRQ
795
Gardner Russo & Quinn
Pennsylvania
$3.67M -$342K -1,158 -8%
CC
796
Chicago Capital
Illinois
$3.67M +$81.3K +275 +2%
JAG
797
Journey Advisory Group
Kentucky
$3.66M +$4.02M +13,611 New
CWM
798
Compass Wealth Management
Connecticut
$3.65M -$152K -515 -4%
OAM
799
Oppenheimer Asset Management
New York
$3.65M -$1.53M -5,167 -28%
OC
800
Optimas Capital
Hong Kong
$3.63M -$207K -700 -5%
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