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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$1.1M +$170K +2,929 +20%
LKIM
652
Lawson Kroeker Investment Management
Nebraska
$1.1M +$272K +4,675 +35%
AF
653
Arrow Financial
New York
$1.09M -$312K -5,360 -23%
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$116K -2,000 -10%
NG
655
Northstar Group
New York
$1.09M +$27.4K +471 +3%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$1.09M +$397K +6,833 +63%
BFIM
657
Beese Fulmer Investment Management
Ohio
$1.08M +$5.53K +95 +0.5%
TBA
658
Tower Bridge Advisors
Pennsylvania
$1.08M – – –
SAM
659
Selway Asset Management
$1.07M +$11.6K +200 +1%
MFIMFI
660
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.06M – – –
RAM
661
RWC Asset Management
United Kingdom
$1.06M – – –
ECM
662
Everence Capital Management
Indiana
$1.06M – – –
EDRAMF
663
Edmond de Rothschild Asset Management (France)
France
$1.06M -$227K -3,900 -18%
BO
664
BRR OpCo
Ohio
$1.05M -$2.33K -40 -0.2%
BCM
665
BTR Capital Management
California
$1.05M -$347K -5,963 -26%
OAC
666
OMERS Administration Corp
Ontario, Canada
$1.05M +$419K +7,200 +73%
CNBT
667
Canandaigua National Bank & Trust
New York
$1.05M -$6.98K -120 -0.7%
CAN
668
Cetera Advisor Networks
California
$1.05M +$46.2K +794 +5%
PAM
669
PT Asset Management
Illinois
$1.04M +$309K +5,315 +46%
GCA
670
Greenwood Capital Associates
South Carolina
$1.04M +$985K +16,936 New
BG
671
Bahl & Gaynor
Ohio
$1.04M -$16.5M -283,887 -94%
OFS
672
Orrstown Financial Services
Pennsylvania
$1.04M +$109K +1,869 +12%
B
673
Bailard
California
$1.04M +$981K +16,869 New
MFS
674
MSI Financial Services
Massachusetts
$1.03M +$291 +5 +0%
BAS
675
Brown Advisory Securities
Maryland
$1.03M -$46.8K -804 -5%
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