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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1026
Wealthspire Advisors (New York)
New York
$1.01M +$259K +1,746 +34%
SAM
1027
Strategy Asset Managers
California
$1.01M +$593 +4 +0.1%
FHA
1028
Flagship Harbor Advisors
Massachusetts
$1.01M -$1.63K -11 -0.2%
SP
1029
Symmetry Partners
Connecticut
$1.01M – – –
SCP
1030
Stamos Capital Partners
California
$1M -$3.85M -26,010 -79%
TPA
1031
Trivium Point Advisory
Connecticut
$1M +$7.56K +51 +0.8%
ORAM
1032
One River Asset Management
Connecticut
$1M +$1.01M +6,798 New
SBH
1033
Segall Bryant & Hamill
Illinois
$993K -$2.22K -15 -0.2%
DJSG
1034
D.J. St. Germain
Massachusetts
$993K +$966K +6,522 +16%
SCI
1035
Stableford Capital II
Arizona
$992K -$5.33K -36 -0.5%
LWP
1036
Lumature Wealth Partners
Georgia
$990K -$103K -697 -9%
PPWM
1037
Paragon Private Wealth Management
Kentucky
$990K +$56.5K +381 +6%
MOS
1038
MGO One Seven
Ohio
$988K -$32.2K -217 -3%
PP
1039
Patten & Patten
Tennessee
$987K -$64K -432 -6%
IWA
1040
Icon Wealth Advisors
Texas
$985K -$2.96K -20 -0.3%
APW
1041
Aurora Private Wealth
New Jersey
$984K – – –
UH
1042
Unigestion Holding
Switzerland
$980K -$13.5K -91 -1%
SAIG
1043
Semper Augustus Investments Group
Colorado
$975K +$741 +5 +0.1%
HI
1044
Harbour Investments
Wisconsin
$974K +$7.71K +52 +0.8%
FMAEN1
1045
Fund Management at Engine No 1
California
$972K +$120K +813 +14%
AFA
1046
Abacus FCF Advisors
Florida
$972K -$21.8K -147 -2%
LCS
1047
Levin Capital Strategies
New York
$970K – – –
DPIM
1048
Duff & Phelps Investment Management
Illinois
$969K – – –
IAIM
1049
International Assets Investment Management
Florida
$965K +$499K +3,366 +106%
LNB
1050
Ledyard National Bank
$960K -$32.9K -222 -3%
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