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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
976
Wilkins Investment Counsel
Massachusetts
$2.62M -$284K -990 -10%
AG
977
AlTi Global
New York
$2.62M +$38.2K +133 +2%
FNBT
978
FineMark National Bank & Trust
Florida
$2.62M +$22.1K +77 +0.9%
LSAG
979
Lake Street Advisors Group
New Hampshire
$2.61M -$6.61K -23 -0.3%
FIM
980
Freedom Investment Management
Connecticut
$2.61M -$27.9K -97 -1%
JSC
981
Jackson Square Capital
California
$2.61M +$2.52M +8,781 New
BOS
982
Bank of Stockton
California
$2.6M -$60.3K -210 -2%
MWM
983
Mindset Wealth Management
Indiana
$2.59M -$106K -368 -4%
AP
984
Adero Partners
California
$2.59M +$1.08M +3,773 +76%
MA
985
Mutual Advisors
Nebraska
$2.57M +$118K +410 +5%
AM
986
AGF Management
Ontario, Canada
$2.56M -$5.36M -18,640 -68%
ISL
987
Ingalls & Snyder LLC
New York
$2.55M – – –
BFA
988
Beaumont Financial Advisors
Massachusetts
$2.55M +$67.5K +235 +3%
WKWM
989
Walter & Keenan Wealth Management
Indiana
$2.55M +$2.01K +7 +0.1%
SAG
990
SageView Advisory Group
California
$2.55M +$62.6K +218 +3%
FNT
991
First National Trust
Pennsylvania
$2.55M -$113K -392 -4%
RIL
992
Rothschild Investment LLC
Illinois
$2.53M -$13.2K -46 -0.5%
PH
993
Pinnacle Holdings
Oklahoma
$2.53M -$153K -532 -6%
MGIA
994
Moneta Group Investment Advisors
Missouri
$2.52M -$23.6K -82 -1%
IAMOG
995
Investors Asset Management of Georgia
Georgia
$2.52M -$14.4K -50 -0.6%
PWM
996
Pinnacle Wealth Management
California
$2.51M -$23.6K -82 -1%
FGA
997
Fortis Group Advisors
New Jersey
$2.5M -$1.12M -3,890 -32%
IA
998
IFG Advisory
Georgia
$2.5M -$37.3K -130 -2%
HR
999
Hardy Reed
Mississippi
$2.5M – – –
HCMG
1000
Howard Capital Management Group
California
$2.5M -$54.3K -189 -2%
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40
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