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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
601
Vestmark Advisory Solutions
Massachusetts
$2.83M +$188K +1,531 +7%
SC
602
SouthState Corp
Florida
$2.82M -$486K -3,967 -14%
HTC
603
Haverford Trust Company
Pennsylvania
$2.81M -$13K -106 -0.4%
BFM
604
Boston Financial Management
Massachusetts
$2.77M -$28.8K -235 -1%
GFPC
605
Global Financial Private Capital
Florida
$2.77M -$103K -838 -3%
DRS
606
Deane Retirement Strategies
Louisiana
$2.76M +$115K +936 +4%
SCA
607
Snowden Capital Advisors
New York
$2.76M +$420K +3,424 +17%
GIM
608
Grassi Investment Management
California
$2.73M – – –
RC
609
RBF Capital
California
$2.72M – – –
SMH
610
Sanders Morris Harris
Texas
$2.7M -$123K -1,000 -4%
BWAM
611
Boyd Watterson Asset Management
Ohio
$2.7M -$47.6K -388 -2%
SAM
612
Sawgrass Asset Management
Florida
$2.67M +$20.2K +165 +0.7%
DWM
613
Darwin Wealth Management
Florida
$2.66M +$208K +1,700 +8%
GD
614
Grandfield & Dodd
New York
$2.64M -$47.6K -388 -2%
NEAM
615
New England Asset Management
Connecticut
$2.64M – – –
BW
616
Bison Wealth
Georgia
$2.63M +$8.58K +70 +0.3%
BOS
617
Bank of Stockton
California
$2.63M +$101K +825 +4%
FMT
618
First Mercantile Trust
Tennessee
$2.62M +$2.72M +22,182 New
KCMRT
619
Kemper Corp Master Retirement Trust
Illinois
$2.6M – – –
PTC
620
Philadelphia Trust Company
Pennsylvania
$2.6M +$527K +4,298 +24%
AIA
621
Affinity Investment Advisors
California
$2.57M -$479K -3,905 -15%
PCM
622
Penserra Capital Management
California
$2.56M +$132K +1,073 +5%
MAM
623
Meeder Asset Management
Ohio
$2.56M +$213K +1,740 +9%
PA
624
Profund Advisors
Maryland
$2.48M -$365K -2,979 -12%
PSUF
625
People's United Financial
Connecticut
$2.48M -$155K -1,265 -6%
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