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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1301
GW Henssler & Associates
Georgia
$229K +$15.4K +157 +7%
FBB
1302
Fulton Breakefield Broenniman
Maryland
$228K -$4.43K -45 -2%
WP
1303
WealthSource Partners
California
$225K -$1.18K -12 -0.5%
OTPPB
1304
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K -$176K -1,786 -44%
ESB
1305
Essex Savings Bank
Connecticut
$224K – – –
MFG
1306
MidWestOne Financial Group
Iowa
$224K – – –
XSC
1307
X-Square Capital
Puerto Rico
$224K – – –
CIA
1308
CSat Investment Advisory
Michigan
$223K -$613K -6,228 -74%
JFA
1309
JNBA Financial Advisors
Minnesota
$223K – – –
PA
1310
Probity Advisors
Texas
$223K +$219K +2,229 New
22CM
1311
20/20 Capital Management
California
$222K – – –
EW
1312
Evoke Wealth
California
$222K – – –
IRC
1313
Investors Research Corp
Georgia
$222K – – –
SAM
1314
Seelaus Asset Management
New Jersey
$221K -$330K -3,350 -60%
VAG
1315
VisionPoint Advisory Group
Texas
$221K -$6.1K -62 -3%
ARTA
1316
A.R.T. Advisors
New York
$221K +$216K +2,200 New
CCMD
1317
Cypress Capital Management (Delaware)
Delaware
$220K – – –
AW
1318
Alpha Windward
Massachusetts
$220K +$26.1K +265 +14%
CIP
1319
Convergence Investment Partners
Florida
$219K -$1.28K -13 -0.6%
MFG
1320
Merit Financial Group
Georgia
$217K -$12.3K -125 -5%
ATC
1321
Adirondack Trust Company
New York
$217K -$984 -10 -0.5%
DTC
1322
Davidson Trust Company
Washington
$216K – – –
KIC
1323
Keating Investment Counselors
Florida
$215K – – –
WCM
1324
Whitener Capital Management
North Carolina
$215K – – –
FFN
1325
Focus Financial Network
Minnesota
$214K +$210K +2,137 New
51 52
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