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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Evercore Wealth Management
New York
$4.34M -$66.1K -235 -2%
CWM
802
Compass Wealth Management
Connecticut
$4.33M -$281 -1 -0%
FA
803
Fiduciary Alliance
South Carolina
$4.31M +$38.8K +138 +1%
BCM
804
Banyan Capital Management
Georgia
$4.28M -$4.7M -16,714 -55%
GD
805
Grandfield & Dodd
New York
$4.23M -$26.2K -93 -0.7%
SSWM
806
Smith Salley Wealth Management
North Carolina
$4.2M -$50.4K -179 -1%
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$4.2M +$541K +1,923 +17%
BCM
808
Buckhead Capital Management
Georgia
$4.2M +$11.3K +40 +0.3%
BFO
809
Boston Family Office
Massachusetts
$4.19M -$19.7K -70 -0.5%
GSB
810
Greenfield Savings Bank
Massachusetts
$4.18M +$9.85K +35 +0.3%
WOC
811
West Oak Capital
California
$4.17M +$56.3K +200 +2%
HIS
812
Horizon Investment Services
Indiana
$4.15M -$583K -2,073 -14%
PA
813
Parallel Advisors
California
$4.13M +$43.9K +156 +1%
IAS
814
Investment Advisory Services
Texas
$4.11M +$368K +1,308 +11%
SWA
815
Strata Wealth Advisors
Texas
$4.1M -$3.38K -12 -0.1%
AWM
816
Avior Wealth Management
Nebraska
$4.09M -$279K -990 -7%
BBA
817
BLB&B Advisors
Pennsylvania
$4.09M -$18.3K -65 -0.5%
TIAAOA
818
Teachers Insurance & Annuity Association of America
New York
$4.09M -$81.3K -289 -2%
CA
819
CoreCap Advisors
Michigan
$4.08M -$26.2K -93 -0.7%
ILI
820
Invesco LLC (Illinois)
Illinois
$4.07M +$194K +691 +6%
LAM
821
L2 Asset Management
Massachusetts
$4.05M -$1.49M -5,306 -29%
WB
822
WesBanco Bank
West Virginia
$4.01M +$2.14M +7,605 +154%
MPPLM
823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$99.6K +354 +3%
CPBTD
824
Central Pacific Bank - Trust Division
Hawaii
$4M -$445K -1,582 -11%
GWMIA
825
Global Wealth Management Investment Advisory
Florida
$3.99M -$34.9K -124 -1%
31 32
33
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