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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
1301
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K -$176K -1,786 -44%
ESB
1302
Essex Savings Bank
Connecticut
$224K – – –
MFG
1303
MidWestOne Financial Group
Iowa
$224K – – –
XSC
1304
X-Square Capital
Puerto Rico
$224K – – –
CIA
1305
CSat Investment Advisory
Michigan
$223K -$613K -6,228 -74%
JFA
1306
JNBA Financial Advisors
Minnesota
$223K – – –
PA
1307
Probity Advisors
Texas
$223K +$219K +2,229 New
22CM
1308
20/20 Capital Management
California
$222K – – –
EW
1309
Evoke Wealth
California
$222K – – –
IRC
1310
Investors Research Corp
Georgia
$222K – – –
SAM
1311
Seelaus Asset Management
New Jersey
$221K -$330K -3,350 -60%
VAG
1312
VisionPoint Advisory Group
Texas
$221K -$6.1K -62 -3%
ARTA
1313
A.R.T. Advisors
New York
$221K +$216K +2,200 New
CCMD
1314
Cypress Capital Management (Delaware)
Delaware
$220K – – –
AW
1315
Alpha Windward
Massachusetts
$220K +$26.1K +265 +14%
CIP
1316
Convergence Investment Partners
Florida
$219K -$1.28K -13 -0.6%
MFG
1317
Merit Financial Group
Georgia
$217K -$12.3K -125 -5%
ATC
1318
Adirondack Trust Company
New York
$217K -$984 -10 -0.5%
DTC
1319
Davidson Trust Company
Washington
$216K – – –
KIC
1320
Keating Investment Counselors
Florida
$215K – – –
WCM
1321
Whitener Capital Management
North Carolina
$215K – – –
FFN
1322
Focus Financial Network
Minnesota
$214K +$210K +2,137 New
RIM
1323
Reliant Investment Management
Tennessee
$214K +$210K +2,131 New
BFC
1324
Blue Fin Capital
Rhode Island
$213K -$59K -600 -22%
HA
1325
HC Advisors
Georgia
$213K +$98 +1 +0%
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