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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1401
Fiducient Advisors
Illinois
$400K +$477K +2,886 New
PL
1402
Plancorp LLC
Missouri
$398K -$24K -145 -5%
PTB
1403
Pioneer Trust Bank
Oregon
$397K – – –
ME
1404
McIlrath & Eck
Washington
$395K – – –
PWA
1405
Phoenix Wealth Advisors
North Carolina
$395K +$29.1K +176 +7%
MGI
1406
MayTech Global Investments
New York
$393K – – –
B
1407
Barings
North Carolina
$391K -$219K -1,327 -32%
CIP
1408
Convergence Investment Partners
Florida
$391K +$204K +1,236 +78%
TYCC
1409
Texas Yale Capital Corp
Florida
$390K -$55.3K -335 -11%
OWA
1410
Outlook Wealth Advisors
Texas
$390K +$37K +224 +9%
CCMD
1411
Cypress Capital Management (Delaware)
Delaware
$388K – – –
MIP
1412
Marietta Investment Partners
Wisconsin
$388K – – –
PCMC
1413
Private Capital Management (Colorado)
Colorado
$388K – – –
T
1414
TOBAM
France
$386K +$190K +1,152 +71%
MAA
1415
Matrix Asset Advisors
New York
$385K – – –
MWA
1416
Meridian Wealth Advisors
Texas
$385K – – –
CA
1417
CapWealth Advisors
Tennessee
$384K – – –
TSWM
1418
Triangle Securities Wealth Management
North Carolina
$384K – – –
FFBTD
1419
First Financial Bank - Trust Division
Ohio
$384K +$4.13K +25 +0.9%
BHB
1420
Bank Hapoalim BM
Israel
$383K – – –
CP
1421
Cumberland Partners
Ontario, Canada
$382K +$10.6K +64 +2%
PGH
1422
Partners Group Holding
Switzerland
$380K -$65.9K -399 -13%
DAS
1423
Dynamic Advisor Solutions
Arizona
$378K +$26.6K +161 +6%
CA
1424
Claris Advisors
Missouri
$375K +$165 +1 +0%
HT
1425
HighTower Trust
Texas
$375K +$985K +5,964 +133%
55 56
57
58 59