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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1201
Factorial Partners
New York
$603K -$1.25M -7,500 -68%
CBN
1202
Cadence Bank NA
Texas
$603K +$167K +1,000 +38%
HCM
1203
Hall Capital Management
Rhode Island
$601K -$3.34K -20 -0.6%
AIM
1204
Aspen Investment Management
Michigan
$601K – – –
FMN
1205
Financial Management Network
California
$600K +$334 +2 +0.1%
IFG
1206
Independent Financial Group
California
$596K +$33.4K +200 +6%
FCBT
1207
First Citizens Bank & Trust
North Carolina
$594K +$28.6K +171 +5%
UAML
1208
US Asset Management LLC
Pennsylvania
$594K +$593K +3,544 New
PFS
1209
Prospera Financial Services
Texas
$593K -$75.2K -450 -11%
SIC
1210
Sigma Investment Counselors
Michigan
$591K – – –
BL
1211
Balentine LLC
Georgia
$591K +$19.7K +118 +3%
FWCM
1212
Ferguson Wellman Capital Management
Oregon
$589K – – –
BIM
1213
Barton Investment Management
Pennsylvania
$586K – – –
RI
1214
Ridgewood Investments
New Jersey
$584K – – –
CCC
1215
Crescent Capital Consulting
Louisiana
$582K – – –
GWM
1216
Gitterman Wealth Management
New Jersey
$582K – – –
EH
1217
Equitable Holdings
New York
$581K -$39.8K -238 -6%
PA
1218
PFG Advisors
Arizona
$580K -$3.01K -18 -0.5%
EN1L
1219
Engine No 1 LLC
California
$580K +$232K +1,388 +67%
MMG
1220
Monetary Management Group
Missouri
$578K +$104K +625 +22%
DWM
1221
Defined Wealth Management
Oregon
$577K +$4.68K +28 +0.8%
TF
1222
Tompkins Financial
New York
$577K +$576K +3,443 New
SAM
1223
SignalPoint Asset Management
Missouri
$575K +$16.9K +101 +3%
T
1224
TNF
Montana
$574K +$598K +3,575 New
GBT
1225
Grove Bank & Trust
Florida
$572K – – –
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