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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$4.02M +$11.8K +41 +0.3%
AWM
802
AE Wealth Management
Kansas
$4M +$95.7K +333 +3%
FA
803
Fiduciary Alliance
South Carolina
$3.99M +$662K +2,303 +21%
CFO
804
Callan Family Office
Pennsylvania
$3.98M +$3.85M +13,414 New
GD
805
Grandfield & Dodd
New York
$3.97M -$27K -94 -0.7%
CC
806
Chicago Capital
Illinois
$3.97M +$147K +513 +4%
SWP
807
Sagespring Wealth Partners
Tennessee
$3.97M +$3.84M +13,360 New
TIAAOA
808
Teachers Insurance & Annuity Association of America
New York
$3.96M -$51.7K -180 -1%
JWCA
809
J.W. Cole Advisors
Florida
$3.93M +$141K +491 +4%
SSWM
810
Smith Salley Wealth Management
North Carolina
$3.91M – – –
GSB
811
Greenfield Savings Bank
Massachusetts
$3.89M -$13.5K -47 -0.4%
LTAS
812
Linden Thomas Advisory Services
North Carolina
$3.88M +$611K +2,125 +19%
PA
813
Profund Advisors
Maryland
$3.84M +$24.1K +84 +0.7%
BBA
814
BLB&B Advisors
Pennsylvania
$3.83M -$287K -1,000 -7%
HH
815
Hilltop Holdings
Texas
$3.81M -$312K -1,087 -8%
CW
816
CreativeOne Wealth
Kansas
$3.8M +$237K +826 +7%
GRP
817
Global Retirement Partners
California
$3.8M +$298K +1,036 +9%
QCG
818
Quadrant Capital Group
Ohio
$3.79M +$5.17K +18 +0.1%
PA
819
Parallel Advisors
California
$3.79M +$243K +846 +7%
IAM
820
Infusive Asset Management
New York
$3.79M +$3.67M +12,761 New
CAM
821
Columbia Asset Management
Michigan
$3.77M -$417K -1,453 -10%
IWA
822
IBEX Wealth Advisors
New Jersey
$3.76M -$16.2M -56,408 -82%
ILI
823
Invesco LLC (Illinois)
Illinois
$3.75M -$6.32K -22 -0.2%
SW
824
SVB Wealth
Massachusetts
$3.75M +$3.63M +12,631 New
RCAG
825
Rehmann Capital Advisory Group
Michigan
$3.73M +$56.3K +196 +2%
31 32
33
34 35