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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
626
Community Financial Services Group
Vermont
$5.13M +$4.67M +22,513 New
BCM
627
Birmingham Capital Management
Alabama
$5.12M -$230K -1,108 -5%
MAM
628
Milestone Asset Management
Pennsylvania
$5.07M +$4.62M +22,260 New
NGA
629
Naples Global Advisors
Florida
$5.05M -$19.1K -92 -0.4%
FM
630
Family Management
New York
$5.05M – – –
WCM
631
Westend Capital Management
California
$5.04M +$4.59M +22,149 New
OAM
632
Oppenheimer Asset Management
New York
$5.04M -$863K -4,162 -16%
BHCM
633
Boulder Hill Capital Management
New York
$5.03M +$4.58M +22,100 New
BIMC
634
Benson Investment Management Company
Virginia
$5.02M -$192K -928 -4%
CIM
635
Chapman Investment Management
California
$4.99M -$82.7K -399 -2%
EF
636
Empirical Finance
Pennsylvania
$4.98M +$143K +689 +3%
EWA
637
EP Wealth Advisors
California
$4.98M +$53.5K +258 +1%
PIM
638
Plato Investment Management
Australia
$4.97M +$4.19M +20,211 +1,267%
TLP
639
Trinity Legacy Partners
Texas
$4.94M -$518K -2,496 -10%
SIG
640
Stonegate Investment Group
Alabama
$4.93M -$25.1K -121 -0.6%
FG
641
Fiduciary Group
Georgia
$4.9M -$53.7K -259 -1%
CT
642
Chicago Trust
Illinois
$4.89M +$50.4K +243 +1%
AM
643
AGF Management
Ontario, Canada
$4.89M -$10.7M -51,401 -65%
TC
644
TownSquare Capital
Utah
$4.88M +$226K +1,089 +5%
GT
645
Greenleaf Trust
Michigan
$4.83M +$1.66K +8 +0%
BHCM
646
Brevan Howard Capital Management
Jersey
$4.8M +$3.78M +18,214 +632%
BL
647
BFSG LLC
California
$4.8M -$6.63K -32 -0.2%
IAN
648
Integrated Advisors Network
Texas
$4.78M -$77.8K -375 -2%
MA
649
Montag & Associates
Georgia
$4.78M +$1.7M +8,177 +64%
SWM
650
Salvus Wealth Management
New Jersey
$4.76M -$47.7K -230 -1%
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