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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
526
Verdence Capital Advisors
Maryland
$3.96M +$109K +824 +3%
X
527
Xponance
Pennsylvania
$3.95M -$47.6K -360 -1%
FPCM
528
Financial Partners Capital Management
New York
$3.93M -$910K -6,886 -20%
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.89M +$118K +896 +3%
AWM
530
Avitas Wealth Management
California
$3.87M +$34.4K +260 +1%
FCH
531
Freestone Capital Holdings
Washington
$3.87M -$2.19M -16,577 -38%
FMT
532
First Mercantile Trust
Tennessee
$3.87M -$945K -7,155 -21%
UAM
533
Unison Asset Management
Florida
$3.86M – – –
CT
534
Chicago Trust
Illinois
$3.85M -$28.5K -216 -0.8%
WF
535
WoodTrust Financial
Wisconsin
$3.85M -$3.18M -24,099 -47%
RBA
536
Richard Bernstein Advisors
New York
$3.84M – – –
FIB
537
First Interstate Bancsystem
Montana
$3.83M +$3.58M +27,073 New
RC
538
Roundview Capital
New Jersey
$3.83M +$11.1K +84 +0.3%
FMTC
539
Farmers & Merchants Trust Company
California
$3.8M +$161K +1,216 +5%
AWM
540
AE Wealth Management
Kansas
$3.8M +$539K +4,082 +18%
HW
541
Hancock Whitney
Mississippi
$3.79M -$669K -5,060 -16%
DADC
542
D.A. Davidson & Co
Montana
$3.75M -$42.4K -321 -1%
PRA
543
Pine Ridge Advisers
New York
$3.75M – – –
CCP
544
Clifford Capital Partners
Utah
$3.73M -$9.01M -68,179 -72%
BZWA
545
Blue Zone Wealth Advisors
California
$3.72M -$1.59K -12 -0%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$3.7M +$57.6K +436 +2%
FNT
547
First National Trust
Pennsylvania
$3.69M +$18.2K +138 +0.5%
MCM
548
Mitchell Capital Management
Kansas
$3.67M +$358K +2,713 +12%
IEFM
549
IQ EQ Fund Management
Ireland
$3.66M -$255K -1,930 -7%
TCOV
550
Trust Company of Vermont
Vermont
$3.63M +$103K +777 +3%
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