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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
851
Goelzer Investment Management
Indiana
$4M -$119K -355 -3%
CPBTD
852
Central Pacific Bank - Trust Division
Hawaii
$4M -$22.1K -66 -0.5%
MPPLM
853
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$40.9K +122 +0.9%
TH
854
TCTC Holdings
Texas
$3.97M -$192K -572 -4%
CW
855
CreativeOne Wealth
Kansas
$3.97M -$168K -500 -4%
EFMC
856
Empire Financial Management Company
New York
$3.96M -$653K -1,947 -13%
BCM
857
Buckhead Capital Management
Georgia
$3.95M -$79.1K -236 -2%
SVWAG
858
Sound View Wealth Advisors Group
Georgia
$3.95M -$33.9K -101 -0.8%
SSWM
859
Smith Salley Wealth Management
North Carolina
$3.92M -$335 -1 -0%
OQS
860
Occudo Quantitative Strategies
Florida
$3.89M +$4.04M +12,047 New
FTWA
861
Fifth Third Wealth Advisors
Ohio
$3.88M -$239K -712 -5%
GSB
862
Greenfield Savings Bank
Massachusetts
$3.88M -$9.05K -27 -0.2%
SWA
863
Strata Wealth Advisors
Texas
$3.87M -$14.4K -43 -0.3%
XT
864
XTX Topco
Cayman Islands
$3.86M -$153K -455 -3%
WPC
865
Wedmont Private Capital
Pennsylvania
$3.85M -$41.2K -123 -1%
EWM
866
Evercore Wealth Management
New York
$3.83M -$412K -1,229 -9%
BCM
867
Birmingham Capital Management
Alabama
$3.83M -$210K -625 -5%
HIS
868
Horizon Investment Services
Indiana
$3.8M -$117K -350 -3%
PT
869
Plimoth Trust
Massachusetts
$3.76M +$248K +739 +6%
IAS
870
Investment Advisory Services
Texas
$3.76M -$60.7K -181 -1%
MAM
871
Mirabaud Asset Management
United Kingdom
$3.72M -$3.19M -9,517 -43%
SIG
872
Sargent Investment Group
Maryland
$3.7M +$89.9K +268 +2%
TWC
873
The Woodbridge Company
Ontario, Canada
$3.7M – – –
FFO
874
Fiduciary Family Office
Florida
$3.69M +$1.1M +3,271 +37%
CWI
875
Conscious Wealth Investments
Florida
$3.68M -$12.7K -38 -0.3%
33 34
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36 37