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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$5.71M +$578K +2,054 +13%
CA
702
Callahan Advisors
Texas
$5.69M +$281 +1 +0%
CCM
703
Coldstream Capital Management
Washington
$5.67M +$1.13M +4,002 +29%
OIA
704
OneDigital Investment Advisors
Kansas
$5.67M +$34.9K +124 +0.7%
NMIMC
705
Northwestern Mutual Investment Management Company
Wisconsin
$5.63M +$1.13K +4 +0%
HCPC
706
Hamilton Capital Partners (Canada)
$5.63M +$503K +1,786 +11%
MCB
707
Morton Community Bank
Illinois
$5.61M +$6.47K +23 +0.1%
CT
708
Caldwell Trust
Florida
$5.59M -$357K -1,270 -7%
EWM
709
Empirical Wealth Management
Washington
$5.56M +$573K +2,037 +13%
RCA
710
Resonant Capital Advisors
Wisconsin
$5.56M +$174K +619 +4%
CPC
711
CFC Planning Company
Indiana
$5.52M +$591K +2,099 +14%
GL
712
GHE LLC
Tennessee
$5.51M +$35.7K +127 +0.7%
GT
713
Glenview Trust
Kentucky
$5.46M +$86.4K +307 +2%
ECM
714
Elgethun Capital Management
South Dakota
$5.46M -$48.1K -171 -1%
SSA
715
Schonfeld Strategic Advisors
New York
$5.44M -$25.9M -92,176 -84%
NB
716
NBT Bank
New York
$5.44M -$87.2K -310 -2%
CCM
717
Cullen Capital Management
New York
$5.42M +$96.5K +343 +2%
JCM
718
Jag Capital Management
Missouri
$5.42M -$87.8K -312 -2%
GAM
719
Gotham Asset Management
New York
$5.41M +$378K +1,342 +9%
PTCG
720
Pring Turner Capital Group
California
$5.4M – – –
AMI
721
Amica Mutual Insurance
Rhode Island
$5.39M -$587K -2,085 -11%
WA
722
WP Advisors
California
$5.38M +$83.3K +296 +2%
DFCM
723
Dark Forest Capital Management
Puerto Rico
$5.33M +$2.78M +9,875 +144%
TBA
724
Tower Bridge Advisors
Pennsylvania
$5.33M +$1.07M +3,810 +30%
GT
725
Greenleaf Trust
Michigan
$5.33M -$1.33M -4,711 -22%
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