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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
851
Aurora Private Wealth
New Jersey
$1.19M +$1.14M +9,580 New
CCP
852
Corient Capital Partners
California
$1.18M -$35K -293 -3%
HCM
853
Hall Capital Management
Rhode Island
$1.18M +$3.94K +33 +0.3%
LFAS
854
Level Four Advisory Services
Texas
$1.18M +$502K +4,201 +80%
HF
855
HRT Financial
New York
$1.18M +$1.13M +9,451 New
GCA
856
Gideon Capital Advisors
New York
$1.15M +$1.1M +9,243 New
NB
857
NBT Bank
New York
$1.15M +$197K +1,647 +22%
MSAM
858
Moloney Securities Asset Management
Missouri
$1.15M -$24.1K -202 -2%
IIM
859
Ipswich Investment Management
Massachusetts
$1.15M -$12K -100 -1%
AFC
860
AFT Forsyth & Company
Florida
$1.14M – – –
SB
861
Simmons Bank
Arkansas
$1.14M -$56.2K -470 -5%
GT
862
Greenleaf Trust
Michigan
$1.14M -$5.02K -42 -0.5%
GA
863
GFS Advisors
Texas
$1.14M – – –
CAG
864
Csenge Advisory Group
Florida
$1.13M -$11.5K -96 -1%
AAM
865
Auxier Asset Management
Oregon
$1.13M -$2.99K -25 -0.3%
MHIC
866
Marble Harbor Investment Counsel
Massachusetts
$1.12M +$102K +850 +10%
FIG
867
FundX Investment Group
California
$1.12M – – –
BRC
868
Bell Rock Capital
Delaware
$1.12M -$529K -4,426 -33%
FDCC
869
Foster Dykema Cabot & Co
Massachusetts
$1.11M -$108K -902 -9%
TFS
870
TrustCore Financial Services
Tennessee
$1.11M -$25.3K -212 -2%
WC
871
Woodstock Corp
Massachusetts
$1.11M -$49K -410 -4%
ARMT
872
Amica Retiree Medical Trust
Rhode Island
$1.11M – – –
SCP
873
Sandhill Capital Partners
New York
$1.11M +$119K +999 +13%
MGI
874
MayTech Global Investments
New York
$1.1M +$1.06M +8,863 New
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$1.1M +$268K +2,242 +34%
33 34
35
36 37