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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Avior Wealth Management
Nebraska
$3.29M +$51K +305 +2%
RWA
627
Ropes Wealth Advisors
Massachusetts
$3.27M -$49.7K -297 -1%
SWP
628
Strategic Wealth Partners
Ohio
$3.26M +$243K +1,452 +8%
KPWS
629
Kestra Private Wealth Services
Texas
$3.25M +$32.9K +197 +1%
TPM
630
Triasima Portfolio Management
Quebec, Canada
$3.25M – – –
SG
631
Stonnington Group
California
$3.24M -$88.6K -530 -3%
RCM
632
RNC Capital Management
California
$3.21M +$95.8K +573 +3%
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$3.21M +$580K +3,466 +22%
1IA
634
1834 Investment Advisors
Wisconsin
$3.21M -$4.87M -29,153 -60%
PRS
635
Pinkerton Retirement Specialists
Idaho
$3.18M +$36.1K +216 +1%
ODCM
636
Old Dominion Capital Management
Virginia
$3.17M +$3.85K +23 +0.1%
BB
637
Busey Bank
Illinois
$3.16M +$343K +2,052 +12%
SCM
638
Shelton Capital Management
Colorado
$3.12M – – –
WAM
639
World Asset Management
Michigan
$3.12M -$269K -1,607 -8%
EWA
640
EP Wealth Advisors
California
$3.12M +$123K +735 +4%
MVA
641
Mount Vernon Associates
Maryland
$3.11M +$66.9K +400 +2%
PSUF
642
People's United Financial
Connecticut
$3.11M -$8.53K -51 -0.3%
HIM
643
Hotaling Investment Management
Pennsylvania
$3.09M +$66.7K +399 +2%
IRF
644
IBM Retirement Fund
New York
$3.09M +$7.02K +42 +0.2%
PCI
645
Pacifica Capital Investments
Texas
$3.08M -$5.02K -30 -0.2%
FMT
646
First Mercantile Trust
Tennessee
$3.06M -$111K -663 -3%
BFIM
647
Beese Fulmer Investment Management
Ohio
$3.06M -$42.8K -256 -1%
WA
648
WP Advisors
California
$3.05M -$46K -275 -1%
UB
649
UMB Bank
Missouri
$3.04M -$75.2K -450 -2%
MCM
650
Murphy Capital Management
New Jersey
$3.03M -$14.2K -85 -0.5%
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