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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
CrestPoint Capital Management
Missouri
$632K -$704K -8,900 -54%
FCI
852
Financial Counselors Inc
Kansas
$631K +$42.2K +533 +8%
CCT
853
Country Club Trust
Missouri
$626K +$63.3K +800 +12%
MSAM
854
Moloney Securities Asset Management
Missouri
$625K +$79 +1 +0%
SG
855
StoneX Group
New York
$625K +$587K +7,414 New
IIM
856
Ipswich Investment Management
Massachusetts
$622K +$23.7K +300 +4%
HT
857
Heritage Trust
Oklahoma
$619K -$163K -2,066 -22%
PVWM
858
Point View Wealth Management
New Jersey
$615K -$3.48K -44 -0.6%
P
859
Pitcairn
Pennsylvania
$608K -$6.8K -86 -1%
PK
860
Pflug Koory
Nebraska
$608K – – –
BFC
861
Blue Fin Capital
Rhode Island
$606K -$122K -1,545 -18%
SCA
862
Sippican Capital Advisors
Massachusetts
$602K -$3.96K -50 -0.7%
MHIC
863
Marble Harbor Investment Counsel
Massachusetts
$598K -$7.91K -100 -1%
CCM
864
Compton Capital Management
Rhode Island
$596K – – –
HCMT
865
Highland Capital Management (Tennessee)
Tennessee
$594K – – –
WCA
866
Waratah Capital Advisors
Ontario, Canada
$592K -$257K -3,244 -32%
CTI
867
Community Trust & Investment
Kentucky
$592K +$2.37K +30 +0.4%
DW
868
Domani Wealth
Pennsylvania
$590K – – –
JWM
869
Jacobus Wealth Management
Wisconsin
$590K – – –
ITIM
870
Indiana Trust & Investment Management
Indiana
$590K +$25.6K +323 +5%
TC
871
Telemus Capital
Michigan
$576K +$6.73K +85 +1%
IUHSA
872
Itau Unibanco Holding S.A.
Brazil
$575K +$467K +5,908 +642%
JIC
873
Joel Isaacson & Co
New York
$573K – – –
BHBT
874
Burke & Herbert Bank & Trust
Virginia
$571K – – –
HFM
875
Hartford Financial Management
Connecticut
$570K – – –
33 34
35
36 37