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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
951
Van Cleef Asset Management
Ohio
$872K +$799K +7,212 New
STC
952
Sarah T. Connolly
$871K +$797K +7,200 New
JIC
953
Joel Isaacson & Co
New York
$870K – – –
IA
954
Insight Advisors
Pennsylvania
$868K +$795K +7,175 New
FCI
955
Financial Counselors Inc
Kansas
$864K +$4.1K +37 +0.5%
CWP
956
Capital Wealth Planning
Florida
$862K -$68.2K -616 -8%
BCM
957
Becker Capital Management
Oregon
$858K -$19.4K -175 -2%
CIS
958
Capital International Sarl
California
$858K -$15K -135 -2%
WP
959
Waycross Partners
Kentucky
$858K +$786K +7,100 New
ECM
960
Evergreen Capital Management
Washington
$857K +$11.8K +107 +2%
LCS
961
Levin Capital Strategies
New York
$854K – – –
KW
962
KWB Wealth
California
$852K +$780K +7,044 New
RIM
963
Regent Investment Management
Kentucky
$848K -$11.1K -100 -1%
ML
964
McAdam LLC
Pennsylvania
$844K – – –
OIA
965
OneDigital Investment Advisors
Kansas
$842K +$13.5K +122 +2%
CIA
966
Citadel Investment Advisory
Ohio
$839K +$768K +6,938 New
I
967
INVST
Indiana
$832K +$242K +2,189 +47%
MIH
968
Meitav Investment House
Israel
$832K +$540K +4,875 +238%
WIC
969
Whitegate Investment Counselors
New Hampshire
$829K -$66.5K -600 -8%
VC
970
Veracity Capital
Georgia
$828K +$12.8K +116 +2%
SP
971
Symmetry Partners
Connecticut
$826K +$67.4K +609 +10%
DA
972
Duality Advisers
Florida
$825K +$122K +1,101 +19%
APWA
973
Atlas Private Wealth Advisors
New Jersey
$822K +$694K +6,266 +1,178%
SRC
974
Sage Rhino Capital
California
$821K -$43K -388 -5%
LDB
975
Lee, Danner & Bass
Tennessee
$821K – – –
37 38
39
40 41