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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
801
MUFG Securities Americas
New York
$5.36M -$58K -162 -1%
GI
802
GAMMA Investing
California
$5.35M +$239K +669 +5%
KRSITF
803
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.35M – – –
NP
804
NorthRock Partners
Minnesota
$5.33M -$2.6M -7,264 -34%
JAG
805
Journey Advisory Group
Kentucky
$5.31M -$194K -543 -4%
AG
806
Ascent Group
Virginia
$5.3M +$220K +614 +4%
WANY
807
Wealthspire Advisors (New York)
New York
$5.28M +$1.16M +3,231 +29%
CAG
808
Crestwood Advisors Group
Massachusetts
$5.28M +$2.24M +6,250 +78%
SSW
809
Stone Summit Wealth
Florida
$5.27M -$199K -556 -4%
AP
810
Americana Partners
Texas
$5.24M +$1.48M +4,122 +41%
HIC
811
Hartline Investment Corp
Illinois
$5.22M +$2.86K +8 +0.1%
CCA
812
Catalyst Capital Advisors
New York
$5.21M -$363K -1,014 -7%
RWM
813
Ritholtz Wealth Management
New York
$5.18M +$357K +999 +8%
HTC
814
Haverford Trust Company
Pennsylvania
$5.17M +$3.22K +9 +0.1%
WC
815
Wynn Capital
Georgia
$5.17M -$307K -859 -6%
BFA
816
Brendel Financial Advisors
New Hampshire
$5.16M – – –
EWM
817
Empirical Wealth Management
Washington
$5.16M -$269K -753 -5%
BFIM
818
Beese Fulmer Investment Management
Ohio
$5.14M -$326K -911 -6%
JIC
819
Joel Isaacson & Co
New York
$5.14M +$40.1K +112 +0.8%
EWM
820
Evercore Wealth Management
New York
$5.14M -$93K -260 -2%
MK
821
MASTERINVEST Kapitalanlage
$5.13M – – –
NC
822
NewSquare Capital
Pennsylvania
$5.1M -$2.38M -6,643 -33%
SIM
823
Sprucegrove Investment Management
Ontario, Canada
$5.08M -$9.97M -27,858 -67%
CC
824
Chicago Capital
Illinois
$5.08M -$59.4K -166 -1%
TH
825
TCTC Holdings
Texas
$5.07M -$168K -469 -3%
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