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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1376
Archford Capital Strategies
Illinois
$216K +$9.44K +77 +4%
CBU
1377
CIBC Bank USA
Illinois
$216K +$223K +1,822 New
IWC
1378
Integrated Wealth Concepts
Massachusetts
$214K -$20.7K -169 -9%
FA
1379
Financial Advisors
Massachusetts
$213K – – –
QCMC
1380
Quantum Capital Management (California)
California
$213K – – –
SAM
1381
Security Asset Management
New York
$213K – – –
AWM
1382
Aevitas Wealth Management
Massachusetts
$212K -$32.4K -264 -13%
GSBTD
1383
Glenview State Bank Trust Department
Illinois
$212K -$12.3K -100 -5%
OCM
1384
Osterweis Capital Management
California
$212K – – –
SC
1385
Sawyer & Company
Massachusetts
$212K – – –
WC
1386
Whitnell & Co
Illinois
$212K +$123 +1 +0.1%
LC
1387
Lavaca Capital
Texas
$211K -$349K -2,845 -61%
MIM
1388
Montgomery Investment Management
Maryland
$211K -$34.9K -285 -14%
CAL
1389
Capital Analysts LLC
Pennsylvania
$211K -$1.84K -15 -0.8%
CTA
1390
Colonial Trust Advisors
South Carolina
$211K – – –
MCM
1391
Mengis Capital Management
Oregon
$211K – – –
AIA
1392
Angeles Investment Advisors
California
$211K +$219K +1,782 New
ACA
1393
Anchor Capital Advisors
Massachusetts
$208K -$45K -367 -17%
DBIA
1394
Dumont & Blake Investment Advisors
New Jersey
$208K -$6.13K -50 -3%
BIM
1395
Baldwin Investment Management
Pennsylvania
$208K +$216K +1,760 New
CL
1396
Choreo LLC
Illinois
$207K -$137K -1,119 -39%
EGA
1397
Eagle Global Advisors
Texas
$207K – – –
RP
1398
Riverbridge Partners
Minnesota
$207K – – –
11A
1399
10-15 Associates
New York
$206K +$245 +2 +0.1%
DWM
1400
Destination Wealth Management
California
$206K +$84.4K +688 +65%
54 55
56
57 58