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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
Chesapeake Wealth Management
Virginia
$850K +$322K +3,076 +53%
CCP
852
Corient Capital Partners
California
$845K +$84.8K +810 +10%
COI
853
Capital One Investing
Virginia
$843K +$926K +8,846 New
TIM
854
Triad Investment Management
California
$840K +$922K +8,810 New
KOCAA
855
Knights of Columbus Asset Advisors
Connecticut
$837K -$66K -631 -7%
TWI
856
Thomas White International
Illinois
$836K – – –
PIM
857
Penobscot Investment Management
Massachusetts
$835K – – –
AFC
858
AFT Forsyth & Company
Florida
$833K +$51.3K +490 +6%
SSP
859
Sapphire Star Partners
Washington
$831K -$97.9K -936 -10%
RWP
860
RWA Wealth Partners
Massachusetts
$831K – – –
EHC
861
Everett Harris & Co
California
$828K – – –
PC
862
Pecaut & Co
Iowa
$825K – – –
IHL
863
Investment House LLC
California
$822K – – –
CB
864
Community Bank
New York
$821K – – –
IB
865
Intrust Bank
Kansas
$821K +$2.93K +28 +0.3%
BCM
866
Becker Capital Management
Oregon
$820K -$54.9K -525 -6%
PWP
867
Private Wealth Partners
California
$813K – – –
SW
868
SlateStone Wealth
Florida
$811K +$890K +8,509 New
CAG
869
Csenge Advisory Group
Florida
$809K +$86.2K +824 +11%
WIC
870
Whitegate Investment Counselors
New Hampshire
$808K – – –
BAM
871
Blueshift Asset Management
New Jersey
$808K +$887K +8,475 New
PAM
872
Palisade Asset Management
Minnesota
$803K – – –
NAM
873
NTV Asset Management
West Virginia
$801K -$31.4K -300 -3%
HFS
874
Haverford Financial Services
Pennsylvania
$797K +$120K +1,150 +16%
BIC
875
Beach Investment Counsel
Pennsylvania
$794K – – –
33 34
35
36 37