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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
976
Parkside Financial Bank & Trust
Missouri
$2.01M +$23.6K +102 +1%
RIL
977
Rothschild Investment LLC
Illinois
$2M +$46.3K +200 +2%
BAM
978
Berkshire Asset Management
Pennsylvania
$2M -$12K -52 -0.6%
IA
979
IFG Advisory
Georgia
$2M +$2M +8,616 New
HCMG
980
Howard Capital Management Group
California
$1.99M – – –
WKWM
981
Walter & Keenan Wealth Management
Indiana
$1.99M – – –
FFO
982
Fiduciary Family Office
Florida
$1.98M -$67.6K -292 -3%
BONH
983
Bank of New Hampshire
New Hampshire
$1.98M +$122K +527 +7%
IGAM
984
iA Global Asset Management
Quebec, Canada
$1.98M -$494K -2,133 -20%
IAMOG
985
Investors Asset Management of Georgia
Georgia
$1.97M +$232 +1 +0%
SIG
986
Sargent Investment Group
Maryland
$1.97M +$675K +2,915 +52%
ISL
987
Ingalls & Snyder LLC
New York
$1.96M -$9.26K -40 -0.5%
SCM
988
Sirios Capital Management
Massachusetts
$1.96M +$145K +626 +8%
BB
989
Berkshire Bank
Massachusetts
$1.96M -$170K -734 -8%
PWP
990
Principle Wealth Partners
Connecticut
$1.94M – – –
ZF
991
Zhang Financial
Michigan
$1.93M +$258K +1,116 +15%
SIAG
992
Signet Investment Advisory Group
Rhode Island
$1.93M -$3.47K -15 -0.2%
TA
993
TKG Advisors
Indiana
$1.93M +$1.93M +8,337 New
OLVIG
994
Oliver Lagore Vanvalin Investment Group
Michigan
$1.91M +$1.83M +7,885 +2,196%
DIP
995
Davis Investment Partners
North Carolina
$1.9M +$241K +1,042 +15%
HR
996
Hardy Reed
Mississippi
$1.9M +$1.9M +8,199 New
HIS
997
Horizon Investment Services
Indiana
$1.89M +$1.89M +8,171 New
LFG
998
Lazard Frères Gestion
France
$1.89M – – –
TFCM
999
Taylor Frigon Capital Management
Arizona
$1.89M -$84.3K -364 -4%
RWM
1000
Ritholtz Wealth Management
New York
$1.88M -$66.7K -288 -3%
38 39
40
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