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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCMRT
551
Kemper Corp Master Retirement Trust
Illinois
$2.35M – – –
NFG
552
Next Financial Group
Texas
$2.35M -$39.4K -458 -2%
T
553
Thomaspartners
Massachusetts
$2.32M -$190M -2,210,064 -99%
MC
554
Maverick Capital
Texas
$2.32M +$415K +4,830 +23%
RWM
555
Rench Wealth Management
Texas
$2.31M +$2.19M +25,529 New
BFO
556
Boston Family Office
Massachusetts
$2.3M -$9.88K -115 -0.4%
TA
557
Tiedemann Advisors
New York
$2.28M +$16.1K +187 +0.6%
BBA
558
BLB&B Advisors
Pennsylvania
$2.27M -$40.3K -469 -2%
MM
559
Midas Management
New York
$2.26M – – –
AR
560
Advisory Research
Illinois
$2.25M -$603K -7,017 -22%
SKK
561
Shepherd Kaplan Krochuk
Massachusetts
$2.21M -$112K -1,300 -5%
PA
562
Profund Advisors
Maryland
$2.21M +$1.98K +23 +0.1%
VRS
563
Virginia Retirement Systems
Virginia
$2.21M – – –
FCH
564
Freestone Capital Holdings
Washington
$2.2M +$75K +873 +4%
UB
565
UMB Bank
Missouri
$2.17M -$73.7K -858 -3%
LIA
566
LS Investment Advisors
Michigan
$2.17M -$76.7K -892 -4%
CCM
567
Covington Capital Management
California
$2.17M -$82.9K -964 -4%
CPA
568
Capital Planning Advisors
California
$2.16M +$18.4K +214 +0.9%
BCM
569
Boltwood Capital Management
California
$2.15M -$12.9K -150 -0.6%
MCIM
570
Meadow Creek Investment Management
Georgia
$2.14M -$1.93M -22,406 -49%
BW
571
Bison Wealth
Georgia
$2.14M +$265K +3,088 +15%
BIM
572
Barton Investment Management
Pennsylvania
$2.12M – – –
GIM
573
Grassi Investment Management
California
$2.12M – – –
EDRH
574
Edmond de Rothschild Holding
Switzerland
$2.1M -$689K -8,015 -26%
ZCA
575
Zeke Capital Advisors
Pennsylvania
$2.1M +$1.05M +12,242 +112%
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