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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
X
551
Xponance
Pennsylvania
$3.42M +$202K +1,825 +7%
AI
552
Atria Investments
North Carolina
$3.39M -$670K -6,054 -18%
TRCT
553
Tower Research Capital (TRC)
New York
$3.39M -$30.7K -277 -1%
FIB
554
First Interstate Bank
Montana
$3.38M -$58.3K -526 -2%
IEFM
555
IQ EQ Fund Management
Ireland
$3.36M -$34.2K -309 -1%
B
556
BP
United Kingdom
$3.32M -$3.47M -31,306 -53%
CT
557
Chicago Trust
Illinois
$3.32M -$90.6K -818 -3%
UAM
558
Unison Asset Management
Florida
$3.3M +$3.02M +27,285 New
RBA
559
Richard Bernstein Advisors
New York
$3.29M – – –
SAM
560
Sompo Asset Management
Japan
$3.28M +$1.67M +15,080 +125%
TI
561
Trexquant Investment
Connecticut
$3.28M +$3.01M +27,159 New
VCA
562
Verdence Capital Advisors
Maryland
$3.28M +$73.9K +667 +3%
AWM
563
Avitas Wealth Management
California
$3.28M +$689K +6,222 +30%
MSE
564
MUFG Securities EMEA
United Kingdom
$3.27M +$2.99M +27,000 New
RC
565
Roundview Capital
New Jersey
$3.26M +$993K +8,962 +50%
DADC
566
D.A. Davidson & Co
Montana
$3.24M -$57.4K -518 -2%
FNFDCM
567
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.21M -$104K -939 -3%
PRA
568
Pine Ridge Advisers
New York
$3.2M +$2.93M +26,500 New
BZWA
569
Blue Zone Wealth Advisors
California
$3.18M +$54.9K +496 +2%
FNT
570
First National Trust
Pennsylvania
$3.13M -$85.1K -768 -3%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$3.11M -$878K -7,932 -24%
SWP
572
Stratos Wealth Partners
Ohio
$3.11M -$50.8K -459 -2%
FMTC
573
Farmers & Merchants Trust Company
California
$3.1M +$24.9K +225 +0.9%
NEAM
574
New England Asset Management
Connecticut
$3.1M +$299K +2,700 +12%
AP
575
Advisor Partners
California
$3.09M +$126K +1,135 +5%
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