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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
576
Strategic Global Advisors
California
$1.96M -$270K -3,410 -13%
TCM
577
Tradition Capital Management
New Jersey
$1.95M +$11.6K +147 +0.6%
W
578
Wealthfront
California
$1.94M +$102K +1,294 +6%
NA
579
Navellier & Associates
Nevada
$1.92M -$71.2K -900 -4%
FMWA
580
Forvis Mazars Wealth Advisors
Missouri
$1.92M +$131K +1,657 +8%
MCM
581
Murphy Capital Management
New Jersey
$1.92M +$7.91K +100 +0.4%
PCI
582
Pacifica Capital Investments
Texas
$1.9M -$756K -9,559 -30%
OWD
583
Osborn Williams & Donohoe
Ohio
$1.89M – – –
SSP
584
Sapphire Star Partners
Washington
$1.89M -$79.1K -1,000 -4%
MBA
585
McQueen Ball & Associates
Pennsylvania
$1.89M +$38.8K +490 +2%
AW
586
ACG Wealth
Georgia
$1.88M -$31.2K -394 -2%
GCAC
587
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.87M +$163K +2,055 +10%
CCFCSB
588
Cape Cod Five Cents Savings Bank
Massachusetts
$1.86M -$132K -1,666 -7%
WSCM
589
Wellington Shields Capital Management
New York
$1.86M +$277K +3,500 +19%
NA
590
Neuburgh Advisers
California
$1.83M +$35.4K +448 +2%
EHWM
591
Eads & Heald Wealth Management
Georgia
$1.82M -$79.7K -1,007 -4%
BHWM
592
Bar Harbor Wealth Management
New Hampshire
$1.81M -$107K -1,358 -6%
OPCM
593
Osborne Partners Capital Management
California
$1.8M -$6.73K -85 -0.4%
GIA
594
GHP Investment Advisors
Colorado
$1.8M +$276K +3,486 +19%
II
595
IFM Investors
Australia
$1.78M +$415K +5,246 +33%
RC
596
Roundview Capital
New Jersey
$1.77M +$91K +1,150 +6%
AC
597
Allstate Corporation
Illinois
$1.76M +$1.66M +20,949 New
CA
598
Clearstead Advisors
Ohio
$1.76M -$83.2K -1,052 -5%
MC
599
Maverick Capital
Texas
$1.75M +$976K +12,330 +146%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.73M +$7.12K +90 +0.4%
22 23
24
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