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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
1401
LGT Fund Management
Liechtenstein
$453K – – –
PTB
1402
Pioneer Trust Bank
Oregon
$453K – – –
BA
1403
Ballast Advisors
Minnesota
$451K – – –
ZIG
1404
Zullo Investment Group
Pennsylvania
$451K +$9.84K +61 +2%
CM
1405
Capula Management
Cayman Islands
$449K +$319K +1,978 +329%
VWA
1406
V Wealth Advisors
Kansas
$449K -$2.58K -16 -0.6%
MMG
1407
Monetary Management Group
Missouri
$449K – – –
T
1408
TNF
Montana
$449K – – –
VRS
1409
Virginia Retirement Systems
Virginia
$448K -$8.34M -51,700 -95%
MAM
1410
McLean Asset Management
Virginia
$448K -$15.7K -97 -4%
BHIA
1411
Birch Hill Investment Advisors
Massachusetts
$446K – – –
NAMP
1412
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445K +$2.9K +18 +0.7%
DSC
1413
Duncker Streett & Co
Missouri
$444K – – –
LFAS
1414
Level Four Advisory Services
Texas
$443K +$39.4K +244 +11%
MFA
1415
Mayflower Financial Advisors
Massachusetts
$442K +$1.94K +12 +0.5%
SLA
1416
Silver Lake Advisory
Utah
$441K -$11.8K -73 -3%
BWA
1417
Burt Wealth Advisors
Maryland
$438K -$5.65K -35 -1%
PVM
1418
Palogic Value Management
Texas
$437K – – –
FMLI
1419
Fukoku Mutual Life Insurance
Japan
$436K -$204K -1,264 -34%
AWM
1420
Atticus Wealth Management
Florida
$436K – – –
HIM
1421
Harbour Investment Management
Washington
$436K – – –
PWP
1422
Pursue Wealth Partners
California
$436K – – –
TIA
1423
Traphagen Investment Advisors
New Jersey
$435K – – –
AC
1424
Addison Capital
Pennsylvania
$434K – – –
RCG
1425
Regatta Capital Group
California
$433K -$64.4K -399 -14%
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