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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1551
Trillium Asset Management
Massachusetts
$840K +$79.9K +284 +12%
DDPIC
1552
Deroy & Devereaux Private Investment Counsel
Michigan
$839K +$70.4K +250 +11%
UIM
1553
Unified Investment Management
Georgia
$839K +$8.16K +29 +1%
WA
1554
Waddell & Associates
Tennessee
$838K +$54K +192 +8%
MSFS
1555
Main Street Financial Solutions
Pennsylvania
$835K -$15.8K -56 -2%
I
1556
InceptionR
California
$833K +$735K +2,610 New
EMB
1557
Elefante Mark B
$832K +$513K +1,823 +232%
UB
1558
Umpqua Bank
Oregon
$830K +$84.4K +300 +13%
DSC
1559
Duncker Streett & Co
Missouri
$829K – – –
PTB
1560
Pioneer Trust Bank
Oregon
$829K – – –
OWA
1561
Opal Wealth Advisors
New York
$829K +$44.5K +158 +6%
MIP
1562
Marietta Investment Partners
Wisconsin
$829K -$2.81K -10 -0.4%
BIG
1563
Brookwood Investment Group
Arizona
$828K +$206K +732 +39%
TLCM
1564
Twin Lakes Capital Management
California
$828K +$1.13K +4 +0.2%
VV
1565
Verity & Verity
South Carolina
$827K -$182K -648 -20%
CBT
1566
Central Bank & Trust
Kentucky
$826K – – –
CAM
1567
Cidel Asset Management
Ontario, Canada
$820K +$27.9K +99 +4%
SCA
1568
Sippican Capital Advisors
Massachusetts
$816K – – –
MWA
1569
Moser Wealth Advisors
Washington
$816K +$21.1K +75 +3%
AI
1570
Arvest Investments
Arkansas
$812K -$2.25K -8 -0.3%
MAM
1571
McLean Asset Management
Virginia
$805K +$17.7K +63 +3%
MCM
1572
Mattern Capital Management
Colorado
$804K +$117K +415 +20%
BWA
1573
Burt Wealth Advisors
Maryland
$804K – – –
MWA
1574
Meridian Wealth Advisors
Texas
$800K – – –
PVM
1575
Palogic Value Management
Texas
$799K – – –
61 62
63
64 65