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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
601
Chatham Capital Group
Georgia
$5.65M +$134K +645 +3%
IC
602
IEQ Capital
California
$5.61M +$337K +1,626 +7%
RJT
603
Raymond James Trust
Florida
$5.58M +$39.4K +190 +0.8%
NG
604
NatWest Group
United Kingdom
$5.53M +$5.04M +24,286 New
CWM
605
Concentric Wealth Management
California
$5.53M -$1.87K -9 -0%
BBNA
606
Bremer Bank National Association
Minnesota
$5.52M +$545K +2,626 +12%
VVP
607
Venture Visionary Partners
Ohio
$5.51M +$261K +1,260 +5%
SW
608
SteelPeak Wealth
California
$5.44M +$4.32M +20,820 +678%
SA
609
SpiderRock Advisors
Delaware
$5.42M +$5.09M +24,532 New
MAM
610
Mirabaud Asset Management
United Kingdom
$5.39M -$4.68M -22,584 -49%
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
$5.37M -$270K -1,300 -5%
FHB
612
First Hawaiian Bank
Hawaii
$5.35M -$94.1K -454 -2%
JF
613
Jump Financial
Illinois
$5.34M +$4.86M +23,461 New
CPBTD
614
Central Pacific Bank - Trust Division
Hawaii
$5.32M +$4.85M +23,375 New
GFS
615
GYL Financial Synergies
Connecticut
$5.32M -$106K -509 -2%
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$5.31M -$17.4K -84 -0.4%
WCM
617
Wisconsin Capital Management
Wisconsin
$5.3M +$24.7K +119 +0.5%
SCP
618
Sandhill Capital Partners
New York
$5.29M -$80.9K -390 -2%
MLICM
619
Metropolitan Life Insurance Company (MetLife)
New York
$5.25M -$76.3K -368 -2%
TCOV
620
Trust Company of Vermont
Vermont
$5.25M +$1.8M +8,694 +61%
FCH
621
Freestone Capital Holdings
Washington
$5.25M -$166K -800 -3%
RC
622
RBF Capital
California
$5.24M – – –
GIM
623
Grassi Investment Management
California
$5.23M – – –
OIA
624
OneDigital Investment Advisors
Kansas
$5.2M +$327K +1,575 +7%
HCM
625
Hutner Capital Management
Vermont
$5.19M +$35.5K +171 +0.8%
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