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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
526
First Mercantile Trust
Tennessee
$3.87M -$945K -7,155 -21%
UAM
527
Unison Asset Management
Florida
$3.86M – – –
CT
528
Chicago Trust
Illinois
$3.85M -$28.5K -216 -0.8%
WF
529
WoodTrust Financial
Wisconsin
$3.85M -$3.18M -24,099 -47%
RBA
530
Richard Bernstein Advisors
New York
$3.84M – – –
FIB
531
First Interstate Bancsystem
Montana
$3.83M +$3.58M +27,073 New
RC
532
Roundview Capital
New Jersey
$3.83M +$11.1K +84 +0.3%
FMTC
533
Farmers & Merchants Trust Company
California
$3.8M +$161K +1,216 +5%
AWM
534
AE Wealth Management
Kansas
$3.8M +$539K +4,082 +18%
HW
535
Hancock Whitney
Mississippi
$3.79M -$669K -5,060 -16%
DADC
536
D.A. Davidson & Co
Montana
$3.75M -$42.4K -321 -1%
PRA
537
Pine Ridge Advisers
New York
$3.75M – – –
CCP
538
Clifford Capital Partners
Utah
$3.73M -$9.01M -68,179 -72%
BZWA
539
Blue Zone Wealth Advisors
California
$3.72M -$1.59K -12 -0%
VAS
540
Vestmark Advisory Solutions
Massachusetts
$3.7M +$57.6K +436 +2%
FNT
541
First National Trust
Pennsylvania
$3.69M +$18.2K +138 +0.5%
MCM
542
Mitchell Capital Management
Kansas
$3.67M +$358K +2,713 +12%
IEFM
543
IQ EQ Fund Management
Ireland
$3.66M -$255K -1,930 -7%
TCOV
544
Trust Company of Vermont
Vermont
$3.63M +$103K +777 +3%
NEAM
545
New England Asset Management
Connecticut
$3.62M – – –
SWP
546
Stratos Wealth Partners
Ohio
$3.6M -$32.1K -243 -0.9%
FG
547
Foster Group
Iowa
$3.57M -$54K -409 -2%
AP
548
Advisor Partners
California
$3.57M -$35.8K -271 -1%
BL
549
Bleichroeder LP
New York
$3.54M – – –
GFI
550
Global Frontier Investments
South Carolina
$3.54M – – –
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