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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCC
676
Guardian Capital (Canada)
Ontario, Canada
$1.24M +$449K +5,738 +58%
JCM
677
Jacobi Capital Management
Pennsylvania
$1.23M +$633K +8,100 +105%
LBC
678
Lowe Brockenbrough & Co
Virginia
$1.22M +$24.5K +314 +2%
ST
679
Smithfield Trust
Pennsylvania
$1.21M -$136K -1,742 -10%
KS
680
Karpas Strategies
Connecticut
$1.21M – – –
WI
681
Wintrust Investments
Illinois
$1.21M +$730K +9,342 +158%
OFS
682
Orrstown Financial Services
Pennsylvania
$1.2M -$61.4K -786 -5%
ACM
683
Azimuth Capital Management
Michigan
$1.2M -$19.5K -250 -2%
RCG
684
Ruane, Cunniff & Goldfarb
New York
$1.2M -$51.4M -657,312 -98%
BEAM
685
Baker Ellis Asset Management
Washington
$1.2M – – –
WKWM
686
Walter & Keenan Wealth Management
Indiana
$1.2M – – –
BO
687
BRR OpCo
Ohio
$1.19M -$40.7K -521 -3%
PI
688
Pettee Investors
Connecticut
$1.19M – – –
RC
689
RBF Capital
California
$1.19M – – –
RWA
690
Ropes Wealth Advisors
Massachusetts
$1.18M +$553K +7,073 +90%
CIM
691
Cambria Investment Management
California
$1.18M +$1.16M +14,900 New
LS
692
Livforsakringsbolaget Skandia
Sweden
$1.17M -$2.63M -33,600 -69%
NHC
693
Nicholas Hoffman & Company
Georgia
$1.17M -$118K -1,508 -9%
HT
694
HAP Trading
New York
$1.15M +$1.14M +14,544 New
BFG
695
Beacon Financial Group
Texas
$1.15M +$124K +1,583 +12%
YMRC
696
Yorktown Management & Research Company
Virginia
$1.13M – – –
HW
697
Hancock Whitney
Mississippi
$1.13M +$1.11M +14,240 New
HCM
698
Hilton Capital Management
New York
$1.13M +$150K +1,920 +16%
FHC
699
First Houston Capital
Texas
$1.12M -$383K -4,900 -26%
B
700
Bailard
California
$1.12M -$72.7K -930 -6%
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