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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
976
Game Plan Financial Advisors
Ohio
$1.15M +$246K +1,490 +22%
OPCM
977
Osborne Partners Capital Management
California
$1.15M -$671K -4,064 -33%
GC
978
Grimes & Company
Massachusetts
$1.14M -$9.41K -57 -0.7%
DCM
979
Dupont Capital Management
Delaware
$1.14M -$124K -751 -8%
EM
980
Excalibur Management
Massachusetts
$1.14M – – –
OWP
981
Obermeyer Wealth Partners
Colorado
$1.14M – – –
TIM
982
Triad Investment Management
California
$1.13M – – –
AR
983
Advisory Research
Illinois
$1.13M +$1.32K +8 +0.1%
GCP
984
GSA Capital Partners
United Kingdom
$1.13M +$1.34M +8,128 New
FDS
985
First Dallas Securities
Texas
$1.13M +$917K +5,550 +216%
BIA
986
Bigelow Investment Advisors
Maine
$1.12M +$28.6K +173 +2%
RE
987
RBC Europe
United Kingdom
$1.11M – – –
UHC
988
Union Heritage Capital
Michigan
$1.11M – – –
PFO
989
PMC FIG Opportunities
Israel
$1.11M +$1.32M +8,000 New
IAMOG
990
Investors Asset Management of Georgia
Georgia
$1.11M +$19.8K +120 +2%
ABC
991
Associated Banc-Corp
Wisconsin
$1.11M -$25.3K -153 -2%
QI
992
Qtron Investments
Massachusetts
$1.11M -$77K -466 -6%
KS
993
Karpas Strategies
Connecticut
$1.11M +$991 +6 +0.1%
NERM
994
New England Research & Management
Illinois
$1.09M +$1.3M +7,900 New
SCP
995
Stamos Capital Partners
California
$1.09M +$560K +3,390 +75%
CI
996
Cigna Investments
Connecticut
$1.09M -$511K -3,093 -28%
RA
997
RFG Advisory
Alabama
$1.09M +$75.2K +455 +7%
FNBT
998
FineMark National Bank & Trust
Florida
$1.09M -$92.8K -562 -7%
AIP
999
Ameritas Investment Partners
Nebraska
$1.08M -$50.4K -305 -4%
EFS
1000
Essex Financial Services
Connecticut
$1.08M +$103K +621 +9%
38 39
40
41 42