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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
851
Financial Counselors Inc
Kansas
$631K +$42.2K +533 +8%
CCT
852
Country Club Trust
Missouri
$626K +$63.3K +800 +12%
MSAM
853
Moloney Securities Asset Management
Missouri
$625K +$79 +1 +0%
SG
854
StoneX Group
New York
$625K +$587K +7,414 New
IIM
855
Ipswich Investment Management
Massachusetts
$622K +$23.7K +300 +4%
HT
856
Heritage Trust
Oklahoma
$619K -$163K -2,066 -22%
PVWM
857
Point View Wealth Management
New Jersey
$615K -$3.48K -44 -0.6%
P
858
Pitcairn
Pennsylvania
$608K -$6.8K -86 -1%
PK
859
Pflug Koory
Nebraska
$608K – – –
BFC
860
Blue Fin Capital
Rhode Island
$606K -$122K -1,545 -18%
SCA
861
Sippican Capital Advisors
Massachusetts
$602K -$3.96K -50 -0.7%
MHIC
862
Marble Harbor Investment Counsel
Massachusetts
$598K -$7.91K -100 -1%
CCM
863
Compton Capital Management
Rhode Island
$596K – – –
HCMT
864
Highland Capital Management (Tennessee)
Tennessee
$594K – – –
WCA
865
Waratah Capital Advisors
Ontario, Canada
$592K -$257K -3,244 -32%
CTI
866
Community Trust & Investment
Kentucky
$592K +$2.37K +30 +0.4%
DW
867
Domani Wealth
Pennsylvania
$590K – – –
JWM
868
Jacobus Wealth Management
Wisconsin
$590K – – –
ITIM
869
Indiana Trust & Investment Management
Indiana
$590K +$25.6K +323 +5%
TC
870
Telemus Capital
Michigan
$576K +$6.73K +85 +1%
IUHSA
871
Itau Unibanco Holding S.A.
Brazil
$575K +$467K +5,908 +642%
JIC
872
Joel Isaacson & Co
New York
$573K – – –
BHBT
873
Burke & Herbert Bank & Trust
Virginia
$571K – – –
HFM
874
Hartford Financial Management
Connecticut
$570K – – –
LDB
875
Lee, Danner & Bass
Tennessee
$568K -$11.9K -150 -2%
33 34
35
36 37