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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
$7.38M -$43.9K -156 -0.7%
NEI
627
Northwest & Ethical Investments
Ontario, Canada
$7.37M +$784K +2,784 +14%
BCM
628
Bretton Capital Management
California
$7.37M – – –
RC
629
RBF Capital
California
$7.34M – – –
PAS
630
Park Avenue Securities
New York
$7.33M -$1.41M -5,023 -18%
CL
631
Choreo LLC
Illinois
$7.32M +$122K +434 +2%
NW
632
NewEdge Wealth
Pennsylvania
$7.29M -$189K -671 -3%
CFSG
633
Community Financial Services Group
Vermont
$7.29M -$95.4K -339 -1%
OAC
634
OMERS Administration Corp
Ontario, Canada
$7.27M +$113K +400 +2%
SCP
635
Sandhill Capital Partners
New York
$7.25M -$32.6K -116 -0.5%
BZWA
636
Blue Zone Wealth Advisors
California
$7.22M +$4.6M +16,354 +260%
WIS
637
Wright Investors Service
Connecticut
$7.21M -$55.2K -196 -0.9%
SFI
638
Siemens Fonds Invest
Germany
$7.2M +$124K +442 +2%
JEST
639
JTC Employer Solutions Trustee
Jersey
$7.17M -$1.41M -5,000 -18%
AC
640
AlpenGlobal Capital
California
$7.11M +$63.3K +225 +1%
FM
641
Family Management
New York
$7.08M +$3.1K +11 +0%
VCM
642
Voleon Capital Management
California
$7.05M -$3.79M -13,471 -38%
LSA
643
L & S Advisors
California
$7.05M +$3.22M +11,424 +107%
FMI
644
F/M Investments
District of Columbia
$7.05M +$92.3K +328 +2%
WS
645
Wedbush Securities
California
$7.04M -$193K -686 -3%
GIM
646
Grassi Investment Management
California
$7.04M – – –
BP
647
Ballentine Partners
Massachusetts
$7.03M +$853K +3,031 +16%
LGF
648
LGT Group Foundation
Liechtenstein
$7.03M +$1.25M +4,451 +25%
CIA
649
Concurrent Investment Advisors
Florida
$7.03M +$124K +439 +2%
CT
650
Chicago Trust
Illinois
$7.03M +$122K +435 +2%
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