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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
851
Smith Salley Wealth Management
North Carolina
$4.42M +$33.9K +106 +0.8%
CTA
852
Clear Trail Advisors
Texas
$4.41M -$257K -803 -6%
CC
853
Chicago Capital
Illinois
$4.41M -$289K -903 -6%
WETS
854
Wealth Enhancement Trust Services
South Dakota
$4.39M -$927K -2,896 -18%
CC
855
Constitution Capital
Connecticut
$4.35M -$258K -805 -6%
SWA
856
Strata Wealth Advisors
Texas
$4.35M +$19.2K +60 +0.5%
FFO
857
Fiduciary Family Office
Florida
$4.34M +$208K +650 +5%
CAM
858
Costello Asset Management
Pennsylvania
$4.34M +$3.37M +10,518 +457%
HTC
859
Haverford Trust Company
Pennsylvania
$4.34M -$179K -560 -4%
BFA
860
Brendel Financial Advisors
New Hampshire
$4.33M -$371K -1,160 -8%
SLI
861
Sumitomo Life Insurance
Japan
$4.31M -$637K -1,989 -13%
GSB
862
Greenfield Savings Bank
Massachusetts
$4.31M -$18.9K -59 -0.5%
PT
863
Plimoth Trust
Massachusetts
$4.3M +$88.7K +277 +2%
CCP
864
Clarkston Capital Partners
Michigan
$4.29M -$636K -1,985 -14%
SIG
865
Sargent Investment Group
Maryland
$4.28M +$129K +403 +3%
EWM
866
Evercore Wealth Management
New York
$4.28M -$2.24K -7 -0.1%
CPCPP
867
Canada Post Corporation Pension Plan
Canada
$4.25M -$1.4M -4,388 -26%
IFG
868
Independent Financial Group
California
$4.23M +$597K +1,864 +18%
FTWA
869
Fifth Third Wealth Advisors
Ohio
$4.23M -$106K -331 -3%
IAS
870
Investment Advisory Services
Texas
$4.2M -$1.6K -5 -0%
BCM
871
Buckhead Capital Management
Georgia
$4.19M -$216K -674 -5%
RCM
872
RB Capital Management
Nevada
$4.18M +$327K +1,022 +9%
LCM
873
Lionhunter Capital Management
New York
$4.18M +$3.95M +12,348 New
HIS
874
Horizon Investment Services
Indiana
$4.15M -$99.3K -310 -2%
GPFA
875
Game Plan Financial Advisors
Ohio
$4.14M +$272K +850 +7%
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