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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
526
Rodgers Brothers
Pennsylvania
$7.82M +$36.3K +175 +0.5%
SWP
527
Strategic Wealth Partners
Ohio
$7.79M +$363K +1,752 +5%
KFP
528
KMG Fiduciary Partners
Ohio
$7.78M +$2.15M +10,368 +44%
UAM
529
Unison Asset Management
Florida
$7.7M -$56.4K -272 -0.8%
SAM
530
Securian Asset Management
Minnesota
$7.67M -$576K -2,779 -8%
DADC
531
D.A. Davidson & Co
Montana
$7.66M -$1.77M -8,534 -20%
LSWM
532
Lorne Steinberg Wealth Management
Canada
$7.63M +$11K +53 +0.2%
PGIM
533
Pacific Global Investment Management
California
$7.62M -$116K -560 -2%
LSERS
534
Louisiana State Employees Retirement System
Louisiana
$7.58M -$311K -1,500 -4%
DJSG
535
D.J. St. Germain
Massachusetts
$7.56M -$1.18M -5,690 -15%
1SB
536
1ST Source Bank
Indiana
$7.55M -$503K -2,427 -7%
EB
537
Eastern Bank
Massachusetts
$7.52M -$517K -2,492 -7%
PWLP
538
Prio Wealth Limited Partnership
Massachusetts
$7.49M -$292K -1,409 -4%
WA
539
Waverly Advisors
Alabama
$7.47M +$233K +1,123 +4%
LT
540
Legacy Trust
Michigan
$7.43M -$2.07K -10 -0%
LP
541
LB Partners
Virginia
$7.29M -$1.66M -8,000 -20%
AUB
542
Atlantic Union Bankshares
Virginia
$7.25M -$277K -1,337 -4%
LIM
543
Letson Investment Management
Georgia
$7.25M +$5.18K +25 +0.1%
BSW
544
Buckingham Strategic Wealth
Missouri
$7.23M +$277K +1,334 +4%
WSCM
545
Wellington Shields Capital Management
New York
$7.23M -$274K -1,321 -4%
CI
546
Ceera Investments
Texas
$7.21M -$1.04K -5 -0%
GCAC
547
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.21M -$221K -1,064 -3%
NSEDCP
548
NJ State Employees Deferred Compensation Plan
New Jersey
$7.2M – – –
GC
549
Guggenheim Capital
Illinois
$7.14M -$2.65M -12,771 -29%
N
550
Natixis
France
$7.12M -$9.27M -44,698 -59%
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