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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
926
Gateway Investment Advisers
Ohio
$1.34M -$64.3K -393 -4%
UAS
927
United Asset Strategies
New York
$1.33M +$58.7K +359 +4%
ECM
928
Evergreen Capital Management
Washington
$1.33M +$29.6K +181 +2%
ISL
929
Ingalls & Snyder LLC
New York
$1.33M -$3.27K -20 -0.2%
NFA
930
Northern Financial Advisors
Michigan
$1.33M -$51.5K -315 -3%
QI
931
Qtron Investments
Massachusetts
$1.33M +$184K +1,123 +14%
BAM
932
Berkshire Asset Management
Pennsylvania
$1.32M +$491 +3 +0%
PWA
933
Provenance Wealth Advisors
Florida
$1.32M +$1.45M +8,858 New
SB
934
Simmons Bank
Arkansas
$1.32M +$9K +55 +0.6%
CBA
935
Coastal Bridge Advisors
Connecticut
$1.32M +$34.7K +212 +2%
TFCM
936
Taylor Frigon Capital Management
Arizona
$1.31M +$16.8K +103 +1%
CFFP
937
Center for Financial Planning
Michigan
$1.3M – – –
BFA
938
Beaumont Financial Advisors
Massachusetts
$1.3M -$6.22K -38 -0.4%
WKWM
939
Walter & Keenan Wealth Management
Indiana
$1.29M +$1.31K +8 +0.1%
RA
940
RFG Advisory
Alabama
$1.29M +$105K +640 +8%
HCMG
941
Howard Capital Management Group
California
$1.29M – – –
IAS
942
Insigneo Advisory Services
Florida
$1.28M +$48.7K +298 +4%
HSA
943
HBK Sorce Advisory
Pennsylvania
$1.28M -$13.4K -82 -0.9%
AR
944
Advisory Research
Illinois
$1.28M -$95.8K -586 -6%
DM
945
Delphi Management
Massachusetts
$1.27M +$1.39M +8,523 New
MSAM
946
Moloney Securities Asset Management
Missouri
$1.27M -$311K -1,900 -18%
AC
947
AXQ Capital
New Jersey
$1.27M +$1.39M +8,500 New
TNA
948
True North Advisors
Texas
$1.27M -$600K -3,666 -30%
WPC
949
Wedmont Private Capital
Pennsylvania
$1.26M -$29K -177 -2%
P
950
Pitcairn
Pennsylvania
$1.26M +$75.6K +462 +6%
36 37
38
39 40