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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
776
Caldwell Trust
Florida
$2.05M +$476K +2,846 +30%
FWM
777
Frontier Wealth Management
Missouri
$2.03M +$114K +683 +6%
FIM
778
Fruth Investment Management
Texas
$2.01M – – –
SM
779
SG3 Management
Puerto Rico
$2.01M +$334K +2,000 +20%
RA
780
Rational Advisors
New York
$2.01M +$2.01M +12,000 New
BSA
781
Bull Street Advisors
Georgia
$2.01M +$9.2K +55 +0.5%
CNC
782
Canandaigua National Corp
New York
$2M +$74.6K +446 +4%
GAM
783
Gotham Asset Management
New York
$2M +$1.39M +8,316 +230%
IA
784
IFG Advisory
Georgia
$1.99M -$61K -365 -3%
SSWM
785
Smith Salley Wealth Management
North Carolina
$1.99M – – –
CW
786
CreativeOne Wealth
Kansas
$1.98M -$7.86K -47 -0.4%
LBC
787
Lowe Brockenbrough & Co
Virginia
$1.97M -$27.3K -163 -1%
MWM
788
Madison Wealth Management
Ohio
$1.96M +$25.2K +151 +1%
BO
789
BRR OpCo
Ohio
$1.95M -$12.7K -76 -0.6%
LT
790
Lindsell Train
United Kingdom
$1.94M – – –
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$1.94M -$30.9K -185 -2%
ACP
792
Arcus Capital Partners
Georgia
$1.94M -$327K -1,958 -14%
XT
793
XTX Topco
Cayman Islands
$1.94M +$1.94M +11,582 New
AI
794
AXS Investments
New York
$1.94M +$1.94M +11,583 New
GJIC
795
Gamble Jones Investment Counsel
California
$1.94M – – –
FBC
796
Fairfield, Bush & Co
Connecticut
$1.94M -$10.9K -65 -0.6%
B
797
Bailard
California
$1.93M +$27.1K +162 +1%
PDN
798
Pensionfund DSM Netherlands
Netherlands
$1.93M +$1.92M +11,500 New
VFA
799
Valeo Financial Advisors
Indiana
$1.91M +$36.3K +217 +2%
WI
800
Wintrust Investments
Illinois
$1.9M -$3.85K -23 -0.2%
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