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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Sovarnum Capital
New York
$1.65M – – –
SM
827
SG3 Management
Puerto Rico
$1.65M +$783K +5,000 +100%
AF
828
Ally Financial
Michigan
$1.65M +$1.57M +10,000 New
IA
829
IndexIQ Advisors
New York
$1.65M +$45.7K +292 +3%
BAM
830
Berkshire Asset Management
Pennsylvania
$1.64M -$63K -402 -4%
SJIM
831
St. Johns Investment Management
Florida
$1.63M -$42.6K -272 -3%
KC
832
Knuff & Co
California
$1.63M – – –
NA
833
NewEdge Advisors
Louisiana
$1.63M +$182K +1,160 +13%
BFA
834
Beaumont Financial Advisors
Massachusetts
$1.63M +$116K +738 +8%
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$1.62M +$10.3K +66 +0.7%
MAM
836
Meeder Asset Management
Ohio
$1.6M -$1.56M -9,933 -51%
AW
837
ACG Wealth
Georgia
$1.6M +$25.1K +160 +2%
WSFS
838
Wilmington Savings Fund Society
Delaware
$1.6M +$55.6K +355 +4%
SB
839
Simmons Bank
Arkansas
$1.59M +$24K +153 +2%
IMRF
840
Illinois Municipal Retirement Fund
Illinois
$1.58M – – –
SFO
841
Stokes Family Office
Louisiana
$1.56M -$28K -179 -2%
CT
842
Caldwell Trust
Florida
$1.55M -$10.2K -65 -0.7%
CPSC
843
Carl P. Sherr & Co
Massachusetts
$1.55M +$157 +1 +0%
BAMF
844
BI Asset Management Fondsmaeglerselskab
Denmark
$1.54M – – –
MHIC
845
Marble Harbor Investment Counsel
Massachusetts
$1.53M – – –
AIP
846
Ameritas Investment Partners
Nebraska
$1.52M -$22.2K -142 -2%
TFS
847
TrustCore Financial Services
Tennessee
$1.52M +$157 +1 +0%
TPCW
848
TD Private Client Wealth
New York
$1.52M -$340K -2,168 -19%
WKWM
849
Walter & Keenan Wealth Management
Indiana
$1.52M – – –
BWM
850
Buckley Wealth Management
Nevada
$1.51M -$148K -945 -9%
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