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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
851
Vise Technologies
New York
$2.03M +$47K +292 +3%
RG
852
Rathbones Group
United Kingdom
$2.03M -$1.93K -12 -0.1%
CW
853
CreativeOne Wealth
Kansas
$2M -$161 -1 -0%
PT
854
Plimoth Trust
Massachusetts
$1.98M -$9.5K -59 -0.6%
KIA
855
KCM Investment Advisors
California
$1.98M -$127K -787 -7%
BPWM
856
Badgley Phelps Wealth Managers
Washington
$1.95M -$49.7K -309 -3%
SAM
857
Sawgrass Asset Management
Florida
$1.95M +$2.25K +14 +0.1%
GCC
858
Guardian Capital (Canada)
Ontario, Canada
$1.95M – – –
WGCA
859
Wolf Group Capital Advisors
Virginia
$1.94M +$51K +317 +3%
PS
860
Principal Securities
Iowa
$1.94M +$1.66M +10,329 New
HT
861
Headlands Technologies
Illinois
$1.93M +$25.4K +158 +2%
RT
862
Rockland Trust
Massachusetts
$1.92M -$525K -3,263 -24%
FIM
863
Freedom Investment Management
Connecticut
$1.91M -$151K -935 -8%
BIA
864
Bigelow Investment Advisors
Maine
$1.91M +$25.8K +160 +2%
SYBT
865
Stock Yards Bank & Trust
Kentucky
$1.91M -$28.7K -178 -2%
JFG
866
Jefferies Financial Group
New York
$1.91M +$1.16M +7,210 +243%
PH
867
Pinnacle Holdings
Oklahoma
$1.9M -$12.9K -80 -0.8%
BHPW
868
Beverly Hills Private Wealth
California
$1.89M -$46.5K -289 -3%
JA
869
JLB & Associates
Michigan
$1.89M +$492K +3,059 +44%
CCP
870
Cunning Capital Partners
North Carolina
$1.89M – – –
CWM
871
Congress Wealth Management
Massachusetts
$1.88M +$1.07M +6,654 +196%
DAM
872
Doheny Asset Management
California
$1.88M -$169K -1,050 -9%
MWM
873
Mission Wealth Management
California
$1.87M +$28.7K +178 +2%
VIM
874
Vinva Investment Management
Australia
$1.87M +$149K +927 +10%
WI
875
Wintrust Investments
Illinois
$1.86M -$43.9K -273 -3%
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