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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
951
Farther Finance Advisors
California
$2.58M +$1.25M +4,244 +80%
EW
952
Evoke Wealth
California
$2.57M -$18K -61 -0.6%
FSA
953
Financial Security Advisor
Virginia
$2.56M -$11.2K -38 -0.4%
RWM
954
Ritholtz Wealth Management
New York
$2.56M +$60.9K +206 +2%
ECM
955
Evergreen Capital Management
Washington
$2.56M +$56.8K +192 +2%
PWM
956
Parkshore Wealth Management
California
$2.55M +$5.03K +17 +0.2%
FCM
957
Fire Capital Management
California
$2.55M +$78.3K +265 +3%
MHIC
958
Marble Harbor Investment Counsel
Massachusetts
$2.55M -$29.6K -100 -1%
AP
959
Americana Partners
Texas
$2.54M +$76.3K +258 +3%
HH
960
Hilltop Holdings
Texas
$2.54M -$1M -3,385 -26%
JSSH
961
J. Safra Sarasin Holding
$2.54M +$3.84K +13 +0.1%
AA
962
Argent Advisors
Louisiana
$2.53M +$297K +1,005 +12%
QI
963
Qtron Investments
Massachusetts
$2.52M – – –
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$141K +477 +5%
BIA
965
Beacon Investment Advisors
Maryland
$2.51M – – –
MC
966
Moors & Cabot
Massachusetts
$2.51M -$114K -384 -4%
FWA
967
FOCUS Wealth Advisors
Texas
$2.5M -$176K -594 -6%
IWM
968
IHT Wealth Management
Illinois
$2.5M +$964K +3,262 +54%
PI
969
Pettee Investors
Connecticut
$2.49M -$1.61M -5,433 -37%
VWM
970
Vivid Wealth Management
Iowa
$2.48M +$108K +364 +4%
SCM
971
Sterling Capital Management
North Carolina
$2.48M -$231K -780 -8%
GCC
972
Guardian Capital (Canada)
Ontario, Canada
$2.47M – – –
ACL
973
Applied Capital LLC
Florida
$2.47M -$10.6K -36 -0.4%
MYLI
974
Meiji Yasuda Life Insurance
Japan
$2.47M +$307K +1,037 +13%
AIM
975
Anchor Investment Management
South Carolina
$2.46M +$37.5K +127 +1%
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