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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1101
Northcape Wealth Management
New York
$844K – – –
LWANC
1102
Laurel Wealth Advisors (North Carolina)
North Carolina
$844K -$48.1K -294 -5%
LAM
1103
L2 Asset Management
Massachusetts
$842K -$567K -3,469 -83%
RAM
1104
Ramirez Asset Management
New York
$836K +$917K +5,604 New
IA
1105
Icon Advisers
Colorado
$817K – – –
AWC
1106
Abundance Wealth Counselors
Pennsylvania
$812K +$890K +5,440 New
CI
1107
CX Institutional
Indiana
$809K -$4.21M -25,725 -83%
LTAS
1108
Linden Thomas Advisory Services
North Carolina
$808K +$74.4K +455 +9%
VCP
1109
Verus Capital Partners
Arizona
$807K +$136K +833 +18%
ARMT
1110
Amica Retiree Medical Trust
Rhode Island
$806K – – –
FCAS
1111
First Command Advisory Services
Texas
$800K +$877K +5,364 New
ONB
1112
Old National Bancorp
Indiana
$798K +$229K +1,400 +35%
CGL
1113
Clarius Group LLC
Washington
$798K -$302K -1,844 -26%
PC
1114
Pecaut & Co
Iowa
$797K -$14.2K -87 -2%
IWM
1115
IHT Wealth Management
Illinois
$796K +$11.9K +73 +1%
FHA
1116
Flagship Harbor Advisors
Massachusetts
$792K -$55.1K -337 -6%
HCM
1117
Hall Capital Management
Rhode Island
$789K +$103K +632 +14%
SC
1118
Syon Capital
California
$788K +$864K +5,280 New
LKIM
1119
Lawson Kroeker Investment Management
Nebraska
$787K +$27K +165 +3%
LCM
1120
Lewis Capital Management
California
$787K +$164 +1 +0%
CAG
1121
Crestwood Advisors Group
Massachusetts
$784K +$63.1K +386 +8%
GIA
1122
Guyasuta Investment Advisors
Pennsylvania
$784K – – –
VRM
1123
Vectors Research Management
New York
$777K – – –
BHBT
1124
Burke & Herbert Bank & Trust
Virginia
$776K -$51.7K -316 -6%
FP
1125
Factorial Partners
New York
$776K +$327K +2,000 +63%
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