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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
601
Grassi Investment Management
California
$4M – – –
SCA
602
Snowden Capital Advisors
New York
$3.97M +$922K +5,715 +33%
SVCP
603
Silicon Valley Capital Partners
California
$3.97M +$565K +3,499 +18%
VVP
604
Venture Visionary Partners
Ohio
$3.94M -$9.36K -58 -0.3%
SIM
605
Stratos Investment Management
Ohio
$3.93M +$159K +983 +5%
CWM
606
Chemistry Wealth Management
New York
$3.89M -$23.2K -144 -0.6%
SW
607
SVB Wealth
Massachusetts
$3.87M -$285K -1,768 -7%
FM
608
Family Management
New York
$3.86M – – –
RWA
609
Ropes Wealth Advisors
Massachusetts
$3.83M -$4.36K -27 -0.1%
BIMC
610
Benson Investment Management Company
Virginia
$3.83M +$87.9K +545 +3%
UF
611
Univest Financial
Pennsylvania
$3.82M +$36.6K +227 +1%
FG
612
Fiduciary Group
Georgia
$3.82M – – –
FHB
613
First Hawaiian Bank
Hawaii
$3.8M +$161 +1 +0%
CIP
614
Chartwell Investment Partners
Pennsylvania
$3.79M +$678K +4,202 +24%
CT
615
Chicago Trust
Illinois
$3.79M -$31.9K -198 -0.9%
AIM
616
Achmea Investment Management
Netherlands
$3.76M +$404K +2,501 +13%
FBA
617
Front Barnett Associates
Illinois
$3.76M -$142K -880 -4%
SWM
618
Salvus Wealth Management
New Jersey
$3.75M +$533K +3,303 +18%
CT
619
Coastline Trust
Rhode Island
$3.75M +$1.18M +7,320 +52%
CIM
620
Chapman Investment Management
California
$3.72M +$304K +1,883 +10%
KRSITF
621
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.72M +$25.8K +160 +0.8%
GT
622
Greenleaf Trust
Michigan
$3.68M -$120K -746 -3%
HIS
623
Horizon Investment Services
Indiana
$3.67M -$50.5K -313 -1%
CI
624
Ceera Investments
Texas
$3.65M -$2.42K -15 -0.1%
VCA
625
Verdence Capital Advisors
Maryland
$3.64M -$16.8K -104 -0.5%
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