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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$4.02M -$332K -990 -7%
GIM
852
Goelzer Investment Management
Indiana
$4M -$119K -355 -3%
CPBTD
853
Central Pacific Bank - Trust Division
Hawaii
$4M -$22.1K -66 -0.5%
MPPLM
854
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$40.9K +122 +0.9%
TH
855
TCTC Holdings
Texas
$3.97M -$192K -572 -4%
CW
856
CreativeOne Wealth
Kansas
$3.97M -$168K -500 -4%
EFMC
857
Empire Financial Management Company
New York
$3.96M -$653K -1,947 -13%
BCM
858
Buckhead Capital Management
Georgia
$3.95M -$79.1K -236 -2%
SVWAG
859
Sound View Wealth Advisors Group
Georgia
$3.95M -$33.9K -101 -0.8%
SSWM
860
Smith Salley Wealth Management
North Carolina
$3.92M -$335 -1 -0%
OQS
861
Occudo Quantitative Strategies
Florida
$3.89M +$4.04M +12,047 New
FTWA
862
Fifth Third Wealth Advisors
Ohio
$3.88M -$239K -712 -5%
GSB
863
Greenfield Savings Bank
Massachusetts
$3.88M -$9.05K -27 -0.2%
SWA
864
Strata Wealth Advisors
Texas
$3.87M -$14.4K -43 -0.3%
XT
865
XTX Topco
Cayman Islands
$3.86M -$153K -455 -3%
WPC
866
Wedmont Private Capital
Pennsylvania
$3.85M -$41.2K -123 -1%
EWM
867
Evercore Wealth Management
New York
$3.83M -$412K -1,229 -9%
BCM
868
Birmingham Capital Management
Alabama
$3.83M -$210K -625 -5%
HIS
869
Horizon Investment Services
Indiana
$3.8M -$117K -350 -3%
PT
870
Plimoth Trust
Massachusetts
$3.76M +$248K +739 +6%
IAS
871
Investment Advisory Services
Texas
$3.76M -$60.7K -181 -1%
MAM
872
Mirabaud Asset Management
United Kingdom
$3.72M -$3.19M -9,517 -43%
SIG
873
Sargent Investment Group
Maryland
$3.7M +$89.9K +268 +2%
TWC
874
The Woodbridge Company
Ontario, Canada
$3.7M – – –
FFO
875
Fiduciary Family Office
Florida
$3.69M +$1.1M +3,271 +37%
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