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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
926
Institute for Wealth Management
Colorado
$2.15M -$9.54K -46 -0.5%
MAS
927
Meeder Advisory Services
Ohio
$2.14M +$99.5K +480 +5%
BCM
928
Bridgeway Capital Management
Texas
$2.14M – – –
CPSC
929
Carl P. Sherr & Co
Massachusetts
$2.14M +$207 +1 +0%
TBNY
930
Trustco Bank (New York)
New York
$2.14M -$66.8K -322 -3%
QI
931
Qtron Investments
Massachusetts
$2.14M -$115K -557 -6%
PH
932
Pinnacle Holdings
Oklahoma
$2.13M -$163K -785 -8%
BIA
933
Beacon Investment Advisors
Maryland
$2.12M – – –
FNT
934
First National Trust
Pennsylvania
$2.12M -$361K -1,739 -16%
ACL
935
Applied Capital LLC
Florida
$2.11M +$36.7K +177 +2%
NFA
936
Northern Financial Advisors
Michigan
$2.1M +$18K +87 +1%
TC
937
TAGStone Capital
North Carolina
$2.1M +$7.67K +37 +0.4%
MC
938
Moors & Cabot
Massachusetts
$2.09M +$181K +874 +11%
BB
939
Berkshire Bank
Massachusetts
$2.09M -$71.7K -346 -4%
LBC
940
Lowe Brockenbrough & Co
Virginia
$2.09M -$512K -2,469 -21%
PWA
941
Provenance Wealth Advisors
Florida
$2.08M +$2.28K +11 +0.1%
PCOTEOTHU
942
Provident Company of the Employees of the Hebrew University
Israel
$2.08M +$1.89M +9,129 New
SWMG
943
Signature Wealth Management Group
Georgia
$2.08M +$18.2K +88 +1%
AT
944
American Trust
Kentucky
$2.08M +$37.9K +183 +2%
DA
945
Duality Advisers
Florida
$2.08M +$317K +1,531 +20%
RA
946
RFG Advisory
Alabama
$2.08M +$20.5K +99 +1%
CFM
947
Catalyst Funds Management
Australia
$2.07M +$1.89M +9,100 New
WIC
948
Woodmont Investment Counsel
Tennessee
$2.06M -$49.1K -237 -3%
MIA
949
MainStreet Investment Advisors
Illinois
$2.06M +$304K +1,468 +19%
CDH
950
Charles D. Hyman
$2.05M – – –
36 37
38
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