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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
851
TrustCore Financial Services
Tennessee
$761K -$6.05K -52 -0.6%
IC
852
IEQ Capital
California
$759K +$315K +2,707 +44%
ED
853
Exane Derivatives
France
$756K +$262K +2,256 +34%
EHC
854
Everett Harris & Co
California
$752K – – –
CFFP
855
Center for Financial Planning
Michigan
$751K – – –
TIM
856
Triad Investment Management
California
$750K – – –
BHBT
857
Burke & Herbert Bank & Trust
Virginia
$749K -$11.6K -100 -1%
KOCAA
858
Knights of Columbus Asset Advisors
Connecticut
$748K -$138K -1,185 -12%
PI
859
PFS Investments
Georgia
$748K +$619K +5,317 +155%
TIM
860
Thompson Investment Management
Wisconsin
$744K – – –
GT
861
Greenleaf Trust
Michigan
$742K -$54.6K -469 -5%
WC
862
Woodstock Corp
Massachusetts
$742K -$31.4K -270 -3%
TA
863
Tiedemann Advisors
New York
$739K +$304K +2,609 +43%
PC
864
Pecaut & Co
Iowa
$733K +$4.65K +40 +0.5%
AFC
865
AFT Forsyth & Company
Florida
$730K -$76.2K -655 -7%
AIA
866
Affinity Investment Advisors
California
$729K -$1.54M -13,212 -61%
SS
867
Simplicity Solutions
Minnesota
$728K +$396K +3,404 +67%
RE
868
RBC Europe
United Kingdom
$727K +$93.2K +801 +10%
HFS
869
Hantz Financial Services
Michigan
$724K +$984K +8,454 New
COF
870
Capital One Financial
Virginia
$722K +$981K +8,430 New
TWI
871
Thomas White International
Illinois
$720K -$34.9K -300 -3%
HB
872
Homrich & Berg
Georgia
$720K +$518K +4,448 +112%
PAM
873
Palisade Asset Management
Minnesota
$719K -$21.9K -188 -2%
MA
874
Mutual Advisors
Nebraska
$718K +$31.9K +274 +3%
PIM
875
Penobscot Investment Management
Massachusetts
$716K -$11.6K -100 -1%
33 34
35
36 37