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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
776
Moody Lynn & Lieberson
Massachusetts
$5.81M -$60.5K -169 -1%
IWC
777
Integrated Wealth Concepts
Massachusetts
$5.8M -$1.03M -2,879 -16%
HWAM
778
Hennion & Walsh Asset Management
New Jersey
$5.79M -$209K -585 -4%
FFA
779
Farther Finance Advisors
California
$5.75M +$1.13M +3,152 +25%
CAM
780
Covenant Asset Management
New Jersey
$5.75M +$99.1K +277 +2%
CA
781
CoreCap Advisors
Michigan
$5.75M +$304K +849 +6%
AIA
782
AssuredPartners Investment Advisors
Florida
$5.69M +$69.1K +193 +1%
SLI
783
Sumitomo Life Insurance
Japan
$5.66M +$31.1K +87 +0.6%
SC
784
SouthState Corp
Florida
$5.65M +$2.86K +8 +0.1%
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$5.64M +$45.8K +128 +0.8%
NRG
786
Nemes Rush Group
Michigan
$5.62M +$194K +541 +4%
CBA
787
Coastal Bridge Advisors
Connecticut
$5.57M +$3.94K +11 +0.1%
EFMC
788
Empire Financial Management Company
New York
$5.56M – – –
RCM
789
Regency Capital Management
Hawaii
$5.55M +$5.36M +14,992 New
MJP
790
Michael J. Puzo
$5.52M +$1.56M +4,350 +41%
CIC
791
Carnegie Investment Counsel
Ohio
$5.51M +$3.03M +8,480 +132%
AMI
792
Amica Mutual Insurance
Rhode Island
$5.49M – – –
CI
793
Conning Inc
Connecticut
$5.47M -$545K -1,524 -9%
FRA
794
Frank Rimerman Advisors
California
$5.46M +$19.3K +54 +0.4%
MC
795
Mathes Company
New York
$5.45M +$102K +285 +2%
SAM
796
Securian Asset Management
Minnesota
$5.4M -$4.15M -11,604 -44%
BBWA
797
Bell & Brown Wealth Advisors
California
$5.4M -$54K -151 -1%
BFA
798
Benedict Financial Advisors
Georgia
$5.39M -$97K -271 -2%
GWMIA
799
Global Wealth Management Investment Advisory
Florida
$5.38M +$107K +298 +2%
ACP
800
Aviance Capital Partners
Florida
$5.38M – – –
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