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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
926
Everett Harris & Co
California
$1.4M – – –
CB
927
Community Bank
New York
$1.4M -$15.9K -93 -1%
AWC
928
Abundance Wealth Counselors
Pennsylvania
$1.4M +$1.46M +8,538 New
RA
929
RFG Advisory
Alabama
$1.39M +$185K +1,084 +15%
CBA
930
Coastal Bridge Advisors
Connecticut
$1.39M +$1.36K +8 +0.1%
FB
931
Fulton Bank
Pennsylvania
$1.39M – – –
ABC
932
Associated Banc-Corp
Wisconsin
$1.38M +$9.38K +55 +0.7%
EM
933
Excalibur Management
Massachusetts
$1.37M +$31.4K +184 +2%
FNBT
934
FineMark National Bank & Trust
Florida
$1.36M -$47.2K -277 -3%
VI
935
Vestcor Inc
New Brunswick, Canada
$1.36M -$295K -1,730 -17%
ANB
936
Amarillo National Bank
Texas
$1.36M – – –
GC
937
Grimes & Company
Massachusetts
$1.36M -$84.6K -496 -6%
AAM
938
Auxier Asset Management
Oregon
$1.36M -$1.71K -10 -0.1%
RMAM
939
Raab & Moskowitz Asset Management
New Jersey
$1.36M +$43.5K +255 +3%
OWP
940
Obermeyer Wealth Partners
Colorado
$1.34M -$80.7K -473 -5%
EW
941
Evoke Wealth
California
$1.34M -$46.4K -272 -3%
KS
942
Karpas Strategies
Connecticut
$1.34M +$38.4K +225 +3%
CWM
943
C2C Wealth Management
Arizona
$1.34M +$1.39M +8,170 New
EB
944
Eastern Bank
Massachusetts
$1.33M +$870K +5,101 +167%
TIM
945
Triad Investment Management
California
$1.33M +$1.39M +8,138 New
KW
946
KWB Wealth
California
$1.32M +$1.88K +11 +0.1%
CAG
947
Csenge Advisory Group
Florida
$1.32M -$1.19K -7 -0.1%
WKWM
948
Walter & Keenan Wealth Management
Indiana
$1.32M -$205K -1,200 -13%
MSAM
949
Moloney Securities Asset Management
Missouri
$1.31M +$12.1K +71 +0.9%
DWM
950
Dakota Wealth Management
Florida
$1.31M -$22.5K -132 -2%
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