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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
826
Corient Capital Partners
California
$1.82M -$9.55K -56 -0.5%
WIS
827
Wright Investors Service
Connecticut
$1.81M +$89.2K +523 +5%
RWP
828
RWA Wealth Partners
Massachusetts
$1.81M +$2.39K +14 +0.1%
DRS
829
Deane Retirement Strategies
Louisiana
$1.81M +$1.88M +11,038 New
GFA
830
Gifford Fong Associates
California
$1.8M – – –
TNA
831
True North Advisors
Texas
$1.8M – – –
PCA
832
Personal Capital Advisors
California
$1.79M +$43.8K +257 +2%
WI
833
Wintrust Investments
Illinois
$1.79M -$67K -393 -3%
AIM
834
Anchor Investment Management
South Carolina
$1.79M +$22.9K +134 +1%
MIA
835
MainStreet Investment Advisors
Illinois
$1.78M -$41.6K -244 -2%
FWA
836
FOCUS Wealth Advisors
Texas
$1.78M +$66.5K +390 +4%
LC
837
Lincoln Capital
Nebraska
$1.77M -$10.2K -60 -0.6%
PHK
838
Point72 Hong Kong
Hong Kong
$1.77M -$81.5K -478 -4%
UHC
839
Union Heritage Capital
Michigan
$1.76M – – –
PIM
840
Penobscot Investment Management
Massachusetts
$1.76M – – –
CCM
841
Coldstream Capital Management
Washington
$1.76M -$4.27M -25,036 -70%
IRF
842
IBM Retirement Fund
New York
$1.76M -$1.31M -7,705 -42%
SAM
843
Sabadell Asset Management
Spain
$1.74M +$144K +842 +9%
BFO
844
Boston Family Office
Massachusetts
$1.74M – – –
TC
845
TownSquare Capital
Utah
$1.73M +$532K +3,118 +42%
RG
846
Rathbones Group
United Kingdom
$1.73M +$66K +387 +4%
AW
847
ACG Wealth
Georgia
$1.72M +$9.04K +53 +0.5%
NHC
848
Nicholas Hoffman & Company
Georgia
$1.72M -$137K -806 -7%
CBB
849
Citizens Business Bank
California
$1.72M – – –
WC
850
Woodstock Corp
Massachusetts
$1.72M +$3.41K +20 +0.2%
32 33
34
35 36