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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FTF
976
Freedom Together Foundation
New York
$2.63M -$10.1M -35,000 -80%
WIC
977
Wilkins Investment Counsel
Massachusetts
$2.62M -$284K -990 -10%
AG
978
AlTi Global
New York
$2.62M +$38.2K +133 +2%
FNBT
979
FineMark National Bank & Trust
Florida
$2.62M +$22.1K +77 +0.9%
LSAG
980
Lake Street Advisors Group
New Hampshire
$2.61M -$6.61K -23 -0.3%
FIM
981
Freedom Investment Management
Connecticut
$2.61M -$27.9K -97 -1%
JSC
982
Jackson Square Capital
California
$2.61M +$2.52M +8,781 New
BOS
983
Bank of Stockton
California
$2.6M -$60.3K -210 -2%
MWM
984
Mindset Wealth Management
Indiana
$2.59M -$106K -368 -4%
AP
985
Adero Partners
California
$2.59M +$1.08M +3,773 +76%
MA
986
Mutual Advisors
Nebraska
$2.57M +$118K +410 +5%
AM
987
AGF Management
Ontario, Canada
$2.56M -$5.36M -18,640 -68%
ISL
988
Ingalls & Snyder LLC
New York
$2.55M – – –
BFA
989
Beaumont Financial Advisors
Massachusetts
$2.55M +$67.5K +235 +3%
WKWM
990
Walter & Keenan Wealth Management
Indiana
$2.55M +$2.01K +7 +0.1%
SAG
991
SageView Advisory Group
California
$2.55M +$62.6K +218 +3%
FNT
992
First National Trust
Pennsylvania
$2.55M -$113K -392 -4%
RIL
993
Rothschild Investment LLC
Illinois
$2.53M -$13.2K -46 -0.5%
PH
994
Pinnacle Holdings
Oklahoma
$2.53M -$153K -532 -6%
MGIA
995
Moneta Group Investment Advisors
Missouri
$2.52M -$23.6K -82 -1%
IAMOG
996
Investors Asset Management of Georgia
Georgia
$2.52M -$14.4K -50 -0.6%
PWM
997
Pinnacle Wealth Management
California
$2.51M -$23.6K -82 -1%
FGA
998
Fortis Group Advisors
New Jersey
$2.5M -$1.12M -3,890 -32%
IA
999
IFG Advisory
Georgia
$2.5M -$37.3K -130 -2%
HR
1000
Hardy Reed
Mississippi
$2.5M – – –
38 39
40
41 42