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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
801
Oppenheimer Asset Management
New York
$3.65M -$1.53M -5,167 -28%
OC
802
Optimas Capital
Hong Kong
$3.63M -$207K -700 -5%
AWA
803
Arete Wealth Advisors
Illinois
$3.61M -$88.4K -299 -2%
FA
804
Fiduciary Alliance
South Carolina
$3.6M -$18.3K -62 -0.5%
GD
805
Grandfield & Dodd
New York
$3.6M -$7.98K -27 -0.2%
SSWM
806
Smith Salley Wealth Management
North Carolina
$3.59M +$52.9K +179 +1%
CC
807
Constitution Capital
Connecticut
$3.58M +$270K +915 +7%
GPFA
808
Game Plan Financial Advisors
Ohio
$3.58M -$1.68M -5,683 -30%
BFO
809
Boston Family Office
Massachusetts
$3.55M +$532K +1,800 +16%
RBA
810
Richard Bernstein Advisors
New York
$3.54M -$193K -654 -5%
BCM
811
Buckhead Capital Management
Georgia
$3.53M -$330K -1,115 -8%
TIAAOA
812
Teachers Insurance & Annuity Association of America
New York
$3.52M -$75.4K -255 -2%
GSB
813
Greenfield Savings Bank
Massachusetts
$3.52M -$10.9K -37 -0.3%
CW
814
CreativeOne Wealth
Kansas
$3.48M +$35.2K +119 +0.9%
SIG
815
Sargent Investment Group
Maryland
$3.47M +$342K +1,158 +10%
TBA
816
Tower Bridge Advisors
Pennsylvania
$3.47M +$132K +447 +4%
CA
817
CoreCap Advisors
Michigan
$3.47M -$1.03M -3,469 -21%
BBA
818
BLB&B Advisors
Pennsylvania
$3.47M -$887 -3 -0%
SWA
819
Strata Wealth Advisors
Texas
$3.46M -$683K -2,311 -15%
WOC
820
West Oak Capital
California
$3.46M -$415K -1,405 -10%
AWM
821
AE Wealth Management
Kansas
$3.45M -$199K -673 -5%
CWI
822
Conscious Wealth Investments
Florida
$3.44M -$723K -2,447 -17%
PA
823
Parallel Advisors
California
$3.44M +$2.37K +8 +0.1%
IAM
824
Infusive Asset Management
New York
$3.43M – – –
GWMIA
825
Global Wealth Management Investment Advisory
Florida
$3.4M +$266K +900 +8%
31 32
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