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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
601
Asset Dedication LLC
California
$7.94M -$128K -454 -2%
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$7.89M +$94K +334 +1%
RC
603
Roundview Capital
New Jersey
$7.87M +$29.8K +106 +0.4%
STA
604
Summit Trail Advisors
New York
$7.87M +$6.94M +24,672 New
VVP
605
Venture Visionary Partners
Ohio
$7.79M +$54.9K +195 +0.8%
KWM
606
Kingsview Wealth Management
Oregon
$7.79M +$63.6K +226 +0.9%
ABTD
607
Arvest Bank Trust Division
Oklahoma
$7.75M +$53.2K +189 +0.8%
HT
608
Heritage Trust
Oklahoma
$7.68M -$279K -993 -4%
BCV
609
Banque Cantonale Vaudoise
Switzerland
$7.67M +$760K +2,701 +13%
HI
610
Hendershot Investments
Virginia
$7.66M -$93.4K -332 -1%
B
611
Bailard
California
$7.63M +$3.81M +13,525 +130%
EOJOAM
612
E. Ohman J:or Asset Management
Sweden
$7.59M -$147K -524 -2%
AIM
613
Arcadia Investment Management
Michigan
$7.56M -$114K -405 -2%
CSP
614
Cary Street Partners
Virginia
$7.51M -$214K -760 -3%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$7.51M +$6.62M +23,533 New
TCOV
616
Trust Company of Vermont
Vermont
$7.5M -$32.1K -114 -0.5%
ACM
617
Adalta Capital Management
New York
$7.48M -$265K -940 -4%
CFO
618
Callan Family Office
Pennsylvania
$7.47M +$3.05M +10,842 +86%
WCM
619
Wisconsin Capital Management
Wisconsin
$7.45M +$179K +636 +3%
IWS
620
Insight Wealth Strategies
California
$7.45M -$10.7K -38 -0.2%
SCM
621
Silvant Capital Management
Georgia
$7.43M -$73.2K -260 -1%
GC
622
Guggenheim Capital
Illinois
$7.43M -$655K -2,327 -9%
NGA
623
Naples Global Advisors
Florida
$7.42M +$504K +1,792 +8%
SCP
624
Seizert Capital Partners
Michigan
$7.42M -$262K -932 -4%
FIB
625
First Interstate Bank
Montana
$7.39M -$102K -363 -2%
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