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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
851
Sterne Agee Group
Alabama
$526K +$69.3K +921 +15%
KB
852
Kimelman & Baird
New York
$523K -$37.6K -500 -7%
MIC
853
MU Investments Company
Japan
$521K -$158K -2,100 -23%
OSNBOA
854
Old Second National Bank of Aurora
Illinois
$508K – – –
BKBG
855
BHF Kleinwort Benson Group
Belgium
$505K +$85K +1,130 +20%
QT
856
Quantbot Technologies
New York
$502K +$501K +6,660 New
SFG
857
Sather Financial Group
Texas
$492K – – –
SCI
858
S&CO Inc
Massachusetts
$487K – – –
TH
859
TCTC Holdings
Texas
$487K +$8.28K +110 +2%
BHBT
860
Burke & Herbert Bank & Trust
Virginia
$486K – – –
MRCM
861
M&R Capital Management
New Jersey
$483K +$64.4K +856 +15%
HBT
862
Hills Bank & Trust
Iowa
$479K – – –
MBT
863
Monroe Bank & Trust
Michigan
$476K +$5.19K +69 +1%
WT
864
Washington Trust
Rhode Island
$476K +$7.67K +102 +2%
SA
865
Strategic Advisors
New York
$475K – – –
FMWA
866
Forvis Mazars Wealth Advisors
Missouri
$473K +$266K +3,539 +130%
CCM
867
Compton Capital Management
Rhode Island
$472K -$15K -200 -3%
SHA
868
Smith Hayes Advisers
Nebraska
$471K +$17.2K +228 +4%
WMC
869
Westwood Management Corporation
Illinois
$468K -$850K -11,300 -65%
IUAM
870
Itau USA Asset Management
New York
$468K -$97.8K -1,300 -17%
ICAS
871
Investors Capital Advisory Services
Massachusetts
$467K -$25.1K -334 -5%
WCM
872
Weik Capital Management
Pennsylvania
$466K -$1.13K -15 -0.2%
EWM
873
Endurance Wealth Management
Rhode Island
$459K +$45.1K +600 +11%
HT
874
HighTower Trust
Texas
$457K – – –
EHC
875
Everett Harris & Co
California
$456K – – –
33 34
35
36 37