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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
976
Rathbones Group
United Kingdom
$3.48M -$36.1K -101 -1%
TE
977
Tema ETFs
New York
$3.45M -$8.59K -24 -0.3%
IVP
978
Intrinsic Value Partners
Arizona
$3.44M -$232K -649 -7%
FWA
979
FOCUS Wealth Advisors
Texas
$3.43M +$358 +1 +0%
NL
980
NVWM LLC
Pennsylvania
$3.42M -$111K -309 -3%
CG
981
Castellan Group
Kentucky
$3.42M +$3.31M +9,237 New
ACL
982
Applied Capital LLC
Florida
$3.41M +$10.7K +30 +0.3%
TCM
983
Twin Capital Management
Pennsylvania
$3.41M +$294K +821 +10%
LWM
984
Lodestone Wealth Management
Washington
$3.4M -$96.3K -269 -3%
HFM
985
Hartford Funds Management
Pennsylvania
$3.39M +$443K +1,238 +16%
PCG
986
Prosperity Consulting Group
Maryland
$3.39M +$31.5K +88 +1%
PI
987
Pettee Investors
Connecticut
$3.38M +$8.95K +25 +0.3%
BPC
988
Banque Pictet & Cie
Switzerland
$3.38M -$1.42M -3,972 -30%
MGIA
989
Moneta Group Investment Advisors
Missouri
$3.38M -$378K -1,055 -10%
MYLI
990
Meiji Yasuda Life Insurance
Japan
$3.37M -$23.3K -65 -0.7%
CCG
991
Ceeto Capital Group
Florida
$3.37M -$89.5K -250 -3%
EHWM
992
Eads & Heald Wealth Management
Georgia
$3.36M -$105K -293 -3%
TBNY
993
Trustco Bank (New York)
New York
$3.35M -$35.8K -100 -1%
MWM
994
Mindset Wealth Management
Indiana
$3.34M +$55.1K +154 +2%
OAM
995
Ostrum Asset Management
France
$3.34M -$611K -1,708 -16%
GWMR
996
GC Wealth Management RIA
Massachusetts
$3.34M -$1.03M -2,876 -24%
IA
997
IFC Advisors
California
$3.34M -$26.5K -74 -0.8%
GCC
998
Guardian Capital (Canada)
Ontario, Canada
$3.33M -$215K -600 -6%
FA
999
Faithward Advisors
Pennsylvania
$3.32M +$3.21M +8,981 New
MPWT
1000
MassMutual Private Wealth & Trust
Connecticut
$3.31M -$118K -329 -4%
38 39
40
41 42