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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1001
Burke & Herbert Bank & Trust
Virginia
$2.1M -$2.74K -11 -0.1%
HIC
1002
Holderness Investments Company
North Carolina
$2.09M +$54.3K +218 +3%
CNBTD
1003
Citizens National Bank Trust Department
Mississippi
$2.08M -$85.4K -343 -4%
PAM
1004
Palisade Asset Management
Minnesota
$2.08M +$26.6K +107 +1%
EM
1005
Excalibur Management
Massachusetts
$2.07M -$7.47K -30 -0.4%
IP
1006
Intellectus Partners
California
$2.05M -$33.9K -136 -2%
RCM
1007
RMR Capital Management
California
$2.05M – – –
DA
1008
Dover Advisors
Virginia
$2.05M -$23.4K -94 -1%
OFS
1009
Oldfather Financial Services
Nebraska
$2.04M +$3.73K +15 +0.2%
LFAS
1010
Level Four Advisory Services
Texas
$2.03M +$542K +2,176 +41%
EAM
1011
Eagle Asset Management
Florida
$2.03M +$411K +1,651 +31%
TFS
1012
Thoroughbred Financial Services
Tennessee
$2.02M -$36.6K -147 -2%
CSC
1013
Caldwell Sutter Capital
California
$2.01M -$1.99K -8 -0.1%
VC
1014
Veracity Capital
Georgia
$2.01M +$6.72K +27 +0.4%
IIA
1015
IPG Investment Advisors
California
$2.01M +$1.53M +6,156 +492%
NHC
1016
Nicholas Hoffman & Company
Georgia
$2.01M -$55.5K -223 -3%
BCM
1017
Boltwood Capital Management
California
$2.01M -$12.4K -50 -0.7%
AG
1018
AIA Group
Hong Kong
$2.01M +$49.8K +200 +3%
RMAM
1019
Raab & Moskowitz Asset Management
New Jersey
$2.01M -$17.9K -72 -1%
AFCM
1020
Applied Finance Capital Management
Puerto Rico
$2M +$11K +44 +0.6%
EP
1021
Edgestream Partners
New Jersey
$2M +$1.53M +6,139 +494%
KW
1022
KWB Wealth
California
$2M -$278K -1,117 -11%
BAM
1023
Berkshire Asset Management
Pennsylvania
$2M – – –
ACM
1024
Aster Capital Management
United Arab Emirates
$1.99M +$1.82M +7,320 New
NPT
1025
Nixon Peabody Trust
Massachusetts
$1.98M – – –
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