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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1001
Osborne Partners Capital Management
California
$1.88M -$23.2K -100 -1%
PA
1002
Procyon Advisors
Connecticut
$1.87M +$652K +2,814 +54%
VWM
1003
Vivid Wealth Management
Iowa
$1.87M +$1.17M +5,065 +168%
LAM
1004
LECAP Asset Management
United Kingdom
$1.87M +$1.87M +8,064 New
FHA
1005
First Horizon Advisors
Tennessee
$1.86M -$152K -656 -8%
EWM
1006
Empirical Wealth Management
Washington
$1.86M +$308K +1,331 +20%
CNBTD
1007
Citizens National Bank Trust Department
Mississippi
$1.86M -$2.32K -10 -0.1%
CS
1008
Cannell & Spears
New York
$1.86M +$4.63K +20 +0.3%
WSFS
1009
Wilmington Savings Fund Society
Delaware
$1.85M -$22K -95 -1%
ADIM
1010
Alpha DNA Investment Management
Maryland
$1.84M -$99.6K -430 -5%
GPFA
1011
Game Plan Financial Advisors
Ohio
$1.84M +$1.81M +7,803 +6,002%
DM
1012
Delphi Management
Massachusetts
$1.83M +$10.2K +44 +0.6%
MME
1013
Meag Munich Ergo
Germany
$1.83M +$1.24M +5,364 +210%
ATPW
1014
Ashton Thomas Private Wealth
Arizona
$1.83M +$184K +793 +11%
IA
1015
IFP Advisors
Florida
$1.81M +$1.05M +4,540 +138%
SWA
1016
SOA Wealth Advisors
New York
$1.81M +$270K +1,164 +17%
VT
1017
Vise Technologies
New York
$1.8M -$72.3K -312 -4%
BHBT
1018
Burke & Herbert Bank & Trust
Virginia
$1.79M +$652K +2,814 +57%
OQS
1019
Occudo Quantitative Strategies
Florida
$1.79M +$1.79M +7,745 New
GM
1020
GeoWealth Management
Illinois
$1.79M +$710K +3,066 +66%
SGI
1021
Summit Global Investments
Utah
$1.79M +$1.21M +5,219 +207%
BZWA
1022
Blue Zone Wealth Advisors
California
$1.79M -$166K -716 -8%
IP
1023
Intellectus Partners
California
$1.78M -$34.7K -150 -2%
EM
1024
Excalibur Management
Massachusetts
$1.78M +$2.32K +10 +0.1%
ST
1025
Spinnaker Trust
Maine
$1.77M – – –
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