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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
951
Community Bank
New York
$1.22M -$20.2K -136 -2%
GCM
952
Graham Capital Management
Connecticut
$1.22M -$669K -4,512 -35%
FTDI
953
First Trust Direct Indexing
Massachusetts
$1.22M +$25.2K +170 +2%
EM
954
Excalibur Management
Massachusetts
$1.22M +$1.48K +10 +0.1%
FNBT
955
FineMark National Bank & Trust
Florida
$1.21M +$445 +3 +0%
BCM
956
Boltwood Capital Management
California
$1.21M -$11.1K -75 -0.9%
RMAM
957
Raab & Moskowitz Asset Management
New Jersey
$1.21M -$71.9K -485 -6%
TIM
958
Triad Investment Management
California
$1.2M – – –
ECM
959
Evergreen Capital Management
Washington
$1.2M +$124K +834 +11%
AR
960
Advisory Research
Illinois
$1.19M – – –
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$3.56K -24 -0.3%
UHC
962
Union Heritage Capital
Michigan
$1.18M – – –
TSS
963
Two Sigma Securities
New York
$1.18M -$28.4K -192 -2%
KW
964
KWB Wealth
California
$1.18M -$98.7K -666 -8%
CWM
965
C2C Wealth Management
Arizona
$1.18M -$11.6K -78 -1%
WSFS
966
Wilmington Savings Fund Society
Delaware
$1.18M -$80.2K -541 -6%
DWM
967
Dakota Wealth Management
Florida
$1.17M -$28.3K -191 -2%
KS
968
Karpas Strategies
Connecticut
$1.17M -$10.4K -70 -0.9%
IP
969
Intellectus Partners
California
$1.17M +$185K +1,250 +19%
VT
970
Vise Technologies
New York
$1.17M +$249K +1,679 +27%
OWP
971
Obermeyer Wealth Partners
Colorado
$1.17M -$47.7K -322 -4%
BAM
972
Belpointe Asset Management
Nevada
$1.16M -$384K -2,591 -25%
EW
973
Evoke Wealth
California
$1.16M -$30.4K -205 -3%
CB
974
Cadence Bank
Mississippi
$1.15M +$593 +4 +0.1%
ST
975
Smithfield Trust
Pennsylvania
$1.15M -$42.7K -288 -4%
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