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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$3.09M +$152K +656 +5%
HG
802
Herbst Group
Connecticut
$3.08M +$75.3K +325 +3%
SSWM
803
Smith Salley Wealth Management
North Carolina
$3.06M +$3.47K +15 +0.1%
IAS
804
Investment Advisory Services
Texas
$3.05M -$144K -620 -5%
GSB
805
Greenfield Savings Bank
Massachusetts
$3.05M -$15.3K -66 -0.5%
CCM
806
Coldstream Capital Management
Washington
$3.04M +$87.5K +378 +3%
MAS
807
Meeder Advisory Services
Ohio
$3.03M +$853K +3,682 +39%
FGA
808
Fortis Group Advisors
New Jersey
$3.03M +$3.03M +13,065 New
OAM
809
Ostrum Asset Management
France
$3.01M -$154K -664 -5%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$2.99M +$1.16K +5 +0%
TPCW
811
TD Private Client Wealth
New York
$2.99M -$833K -3,598 -22%
LSA
812
Leonteq Securities AG
Switzerland
$2.99M +$376K +1,622 +14%
DAS
813
Dynamic Advisor Solutions
Arizona
$2.97M +$3.01K +13 +0.1%
PA
814
Profund Advisors
Maryland
$2.96M -$95.6K -413 -3%
ILI
815
Invesco LLC (Illinois)
Illinois
$2.96M -$12.5K -54 -0.4%
CCG
816
Ceeto Capital Group
Florida
$2.95M -$17.4K -75 -0.6%
SVWAG
817
Sound View Wealth Advisors Group
Georgia
$2.94M -$16.2K -70 -0.5%
QCG
818
Quadrant Capital Group
Ohio
$2.94M +$77.4K +334 +3%
GWCM
819
Godshalk Welsh Capital Management
Pennsylvania
$2.92M -$57.9K -250 -2%
FIA
820
Foundations Investment Advisors
Arizona
$2.91M -$167K -722 -5%
IIL
821
Insight Inv LLC
California
$2.91M -$23.2K -100 -0.8%
CC
822
Chicago Capital
Illinois
$2.91M +$301K +1,300 +12%
PS
823
Principal Securities
Iowa
$2.91M +$208K +896 +8%
SFA
824
Sequoia Financial Advisors
Ohio
$2.91M +$102K +440 +4%
COI
825
Connable Office Inc
Michigan
$2.91M -$601K -2,596 -17%
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