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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
SkyView Investment Advisors
New Jersey
$1.05M -$228K -1,503 -16%
BIC
977
Beach Investment Counsel
Pennsylvania
$1.04M – – –
TCOT
978
Trust Company of Toledo
Ohio
$1.04M – – –
EF
979
Empowered Funds
Pennsylvania
$1.04M +$63.7K +421 +6%
WA
980
Wealth Advisors
California
$1.04M – – –
VRS
981
Virginia Retirement Systems
Virginia
$1.04M +$1.17M +7,700 New
VCAM
982
Van Cleef Asset Management
Ohio
$1.04M +$12.3K +81 +1%
JIC
983
Joel Isaacson & Co
New York
$1.03M +$13.9K +92 +1%
NERM
984
New England Research & Management
Illinois
$1.03M -$38.6K -255 -3%
P
985
Pitcairn
Pennsylvania
$1.03M +$51.6K +341 +5%
SW
986
SteelPeak Wealth
California
$1.02M +$259K +1,714 +29%
IA
987
Insight Advisors
Pennsylvania
$1.02M +$6.81K +45 +0.6%
AIP
988
Ameritas Investment Partners
Nebraska
$1.02M -$38K -251 -3%
BBL
989
Beck Bode LLC
Massachusetts
$1.02M -$197K -1,299 -15%
BFG
990
Beacon Financial Group
Texas
$1.02M +$33.6K +222 +3%
GPFA
991
Game Plan Financial Advisors
Ohio
$1.01M -$128K -843 -10%
CI
992
Cigna Investments
Connecticut
$1.01M -$59.2K -391 -5%
ARMT
993
Amica Retiree Medical Trust
Rhode Island
$1.01M +$97.8K +646 +9%
CAG
994
Crestwood Advisors Group
Massachusetts
$1.01M -$3.78K -25 -0.3%
TC
995
Telemus Capital
Michigan
$1.01M +$75.7K +500 +7%
WKWM
996
Walter & Keenan Wealth Management
Indiana
$1.01M +$1.06K +7 +0.1%
LWP
997
Lumature Wealth Partners
Georgia
$998K +$16.3K +108 +1%
MME
998
Meag Munich Ergo
Germany
$996K – – –
IHL
999
Investment House LLC
California
$991K +$3.03K +20 +0.3%
PCS
1000
Personal CFO Solutions
New Jersey
$991K +$193K +1,275 +21%
38 39
40
41 42