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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1126
Obermeyer Wealth Partners
Colorado
$1.97M +$22.8K +81 +1%
DI
1127
Diligent Investors
California
$1.97M +$14.4K +51 +0.8%
AWC
1128
Abundance Wealth Counselors
Pennsylvania
$1.97M -$15.2K -54 -0.9%
LIM
1129
Leavell Investment Management
Alabama
$1.95M +$71.8K +255 +4%
SWM
1130
Spire Wealth Management
Virginia
$1.95M -$479K -1,703 -22%
CWS
1131
Cypress Wealth Services
California
$1.95M +$171K +607 +11%
NS
1132
NBC Securities
Alabama
$1.95M -$256K -911 -13%
3IP
1133
3Chopt Investment Partners
Virginia
$1.94M -$115K -407 -6%
WC
1134
Weil Company
California
$1.93M +$1.13K +4 +0.1%
CIA
1135
Citadel Investment Advisory
Ohio
$1.92M -$191K -677 -10%
FCG
1136
Fielder Capital Group
Tennessee
$1.91M -$4.22K -15 -0.2%
MPWS
1137
McCarter Private Wealth Services
Massachusetts
$1.91M -$8.16K -29 -0.5%
SW
1138
SVB Wealth
Massachusetts
$1.91M -$1.69M -5,988 -50%
YIA
1139
YHB Investment Advisors
Connecticut
$1.91M +$3.1K +11 +0.2%
BB
1140
Busey Bank
Illinois
$1.9M -$53.2K -189 -3%
RA
1141
Ransom Advisory
Rhode Island
$1.9M – – –
BCB
1142
Brian C. Broderick
$1.87M +$960K +3,411 +139%
WTA
1143
Washington Trust Advisors
Massachusetts
$1.87M -$28.1K -100 -2%
HWP
1144
Highline Wealth Partners
California
$1.86M -$3.94K -14 -0.2%
HI
1145
Harbour Investments
Wisconsin
$1.85M +$69.8K +248 +4%
TPW
1146
Transatlantique Private Wealth
New York
$1.85M +$35.2K +125 +2%
DWM
1147
Dynasty Wealth Management
Florida
$1.84M -$335K -1,189 -17%
MFG
1148
Monte Financial Group
Connecticut
$1.83M +$16.9K +60 +1%
IA
1149
Insight Advisors
Pennsylvania
$1.81M -$55.2K -196 -3%
CCFCSB
1150
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M – – –
44 45
46
47 48