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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
601
Shepherd Kaplan Krochuk
Massachusetts
$2.18M – – –
SCA
602
Stokes Capital Advisors
South Carolina
$2.17M +$49.4K +475 +2%
MA
603
Montag & Associates
Georgia
$2.16M +$1.47M +14,103 +227%
CI
604
Cigna Investments
Connecticut
$2.15M -$209K -2,014 -9%
BOS
605
Bank of Stockton
California
$2.14M +$36.9K +355 +2%
EHWM
606
Eads & Heald Wealth Management
Georgia
$2.14M -$28.4K -273 -1%
ODCM
607
Old Dominion Capital Management
Virginia
$2.12M +$961K +9,239 +86%
SF
608
Synovus Financial
Georgia
$2.11M +$290K +2,788 +16%
ACI
609
Alpha Cubed Investments
California
$2.09M +$373K +3,587 +22%
BAS
610
Brown Advisory Securities
Maryland
$2.08M +$7.07K +68 +0.3%
CCFCSB
611
Cape Cod Five Cents Savings Bank
Massachusetts
$2.07M -$15.6K -150 -0.8%
BFO
612
Boston Family Office
Massachusetts
$2.06M -$14K -135 -0.7%
HAM
613
Highstreet Asset Management
Ontario, Canada
$2.06M -$1.67M -16,022 -45%
OPCM
614
Osborne Partners Capital Management
California
$2.05M +$42.1K +405 +2%
MSE
615
MUFG Securities EMEA
United Kingdom
$2.04M +$1.91M +18,341 +2,293%
HW
616
Hancock Whitney
Mississippi
$2.04M +$653K +6,280 +49%
ST
617
Smithfield Trust
Pennsylvania
$2.03M +$17K +163 +0.9%
LWS
618
Lucia Wealth Services
California
$2.02M -$156K -1,498 -7%
PH
619
Pinnacle Holdings
Oklahoma
$2.02M -$6.24K -60 -0.3%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$2.02M +$61.4K +590 +3%
AC
621
Arjuna Capital
North Carolina
$2.01M -$5.41K -52 -0.3%
CAN
622
Cetera Advisor Networks
California
$2.01M +$499K +4,797 +34%
RC
623
Roundview Capital
New Jersey
$2.01M +$53.6K +515 +3%
BA
624
Bennicas & Associates
California
$1.99M – – –
ACM
625
Azimuth Capital Management
Michigan
$1.97M +$10.4K +100 +0.5%
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