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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMNY
1101
Howard Capital Management (New York)
New York
$401K – – –
SW
1102
SlateStone Wealth
Florida
$401K +$88.8K +965 +30%
PWP
1103
Principle Wealth Partners
Connecticut
$401K +$388K +4,219 New
LWM
1104
Lyell Wealth Management
California
$400K – – –
LSA
1105
L & S Advisors
California
$396K -$6.45K -70 -2%
SIG
1106
Sargent Investment Group
Maryland
$396K -$4.42K -48 -1%
SP
1107
Symmetry Partners
Connecticut
$395K +$25.9K +281 +7%
LP
1108
LGL Partners
Pennsylvania
$392K +$276 +3 +0.1%
I
1109
INVST
Indiana
$391K +$383K +4,159 New
OTPPB
1110
Ontario Teachers' Pension Plan Board
Ontario, Canada
$383K -$1.05M -11,445 -74%
PHS
1111
Pekin Hardy Strauss
Illinois
$382K +$124K +1,350 +51%
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$381K – – –
SCP
1113
Silverleafe Capital Partners
Tennessee
$381K – – –
WCM
1114
Weik Capital Management
Pennsylvania
$379K +$64K +695 +21%
NL
1115
NVWM LLC
Pennsylvania
$375K +$10.2K +111 +3%
CWM
1116
Chesapeake Wealth Management
Virginia
$374K -$195K -2,114 -35%
ITIM
1117
Indiana Trust & Investment Management
Indiana
$373K -$18.4K -200 -5%
KA
1118
Kovack Advisors
Florida
$372K +$41.7K +453 +13%
LWAC
1119
Laurel Wealth Advisors (California)
California
$371K +$8.84K +96 +3%
WANY
1120
Wealthspire Advisors (New York)
New York
$369K -$599K -6,510 -63%
KMWM
1121
Keudell/Morrison Wealth Management
Oregon
$369K +$51.7K +561 +17%
BIM
1122
Barton Investment Management
Pennsylvania
$368K – – –
SBSB
1123
Sullivan, Bruyette, Speros & Blaney
Virginia
$368K +$921 +10 +0.3%
EB
1124
Eastern Bank
Massachusetts
$367K -$32.2K -350 -8%
BMC
1125
Benin Management Corp
Connecticut
$367K – – –
43 44
45
46 47