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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
CSM Advisors
Pennsylvania
$3.17M -$3.22M -10,110 -51%
RG
952
Rathbones Group
United Kingdom
$3.16M -$3.18K -10 -0.1%
USCWA
953
U.S. Capital Wealth Advisors
Texas
$3.16M +$163K +514 +6%
FCM
954
Fire Capital Management
California
$3.15M +$17.5K +55 +0.6%
LWM
955
Lodestone Wealth Management
Washington
$3.14M +$11.8K +37 +0.4%
KW
956
KWB Wealth
California
$3.14M -$10.5K -33 -0.3%
EHWM
957
Eads & Heald Wealth Management
Georgia
$3.11M -$89.1K -280 -3%
CCG
958
Ceeto Capital Group
Florida
$3.11M -$954K -3,000 -24%
BA
959
Bridgewater Advisors
New York
$3.11M +$83.3K +262 +3%
TE
960
Tema ETFs
New York
$3.1M +$2.97M +9,346 New
BIA
961
Beacon Investment Advisors
Maryland
$3.1M +$1.59K +5 +0.1%
BPWM
962
BCS Private Wealth Management
New Jersey
$3.1M -$159K -500 -5%
PCS
963
Personal CFO Solutions
New Jersey
$3.09M -$212K -666 -7%
FWA
964
FOCUS Wealth Advisors
Texas
$3.08M -$9.54K -30 -0.3%
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$3.08M -$150K -471 -5%
NAM
966
NTV Asset Management
West Virginia
$3.06M -$151K -474 -5%
ALAM
967
Asahi Life Asset Management
Japan
$3.06M -$36.3K -114 -1%
ACL
968
Applied Capital LLC
Florida
$3.05M +$3.18K +10 +0.1%
MYLI
969
Meiji Yasuda Life Insurance
Japan
$3.05M +$10.8K +34 +0.4%
SS
970
SBI Securities
Japan
$3.04M -$287K -903 -9%
EAM
971
EFG Asset Management
Oregon
$3.04M +$101K +318 +4%
AIM
972
Anchor Investment Management
South Carolina
$3.04M +$55K +173 +2%
TBNY
973
Trustco Bank (New York)
New York
$3.04M +$27.4K +86 +0.9%
PI
974
Pettee Investors
Connecticut
$3.03M -$30.2K -95 -1%
QI
975
Qtron Investments
Massachusetts
$3.03M -$76K -239 -3%
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