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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1751
Raleigh Capital Management
North Carolina
$761K -$34.6K -108 -5%
UCB
1752
United Community Bank
South Carolina
$761K -$4.16K -13 -0.6%
HBW
1753
Hazlett, Burt & Watson
West Virginia
$759K -$25.6K -80 -3%
HCM
1754
Howland Capital Management
Massachusetts
$759K +$12.2K +38 +2%
NCM
1755
Northside Capital Management
Oregon
$756K – – –
PL
1756
Perpetual Ltd
Australia
$748K +$3.2K +10 +0.5%
CGIM
1757
Capital Group Investment Management
Singapore
$746K – – –
BFG
1758
Berger Financial Group
Minnesota
$742K -$4.8K -15 -0.7%
FCM
1759
Fell Capital Management
California
$741K – – –
QPW
1760
Quantum Private Wealth
Florida
$741K – – –
RPC
1761
Rossmore Private Capital
Connecticut
$740K – – –
MIM
1762
Macroview Investment Management
Maryland
$739K +$22.7K +71 +3%
MC
1763
Marest Capital
California
$738K +$7.04K +22 +1%
EDRH
1764
Edmond de Rothschild Holding
Switzerland
$737K +$199K +621 +40%
WFA
1765
Wellspring Financial Advisors
Ohio
$734K +$320 +1 +0%
KIM
1766
Kane Investment Management
California
$734K -$8.32K -26 -1%
WP
1767
Westmount Partners
California
$732K -$448K -1,399 -39%
LSA
1768
Lansing Street Advisors
Pennsylvania
$731K +$8K +25 +1%
SI
1769
Saxon Interests
Texas
$730K -$61.8K -193 -8%
AW
1770
Alteri Wealth
California
$726K +$119K +371 +21%
HWM
1771
Horizon Wealth Management
Illinois
$725K +$640 +2 +0.1%
AC
1772
Addison Capital
Pennsylvania
$725K – – –
KP
1773
Keel Point
Alabama
$725K +$53.8K +168 +9%
JWA
1774
JFS Wealth Advisors
Pennsylvania
$725K +$57K +178 +9%
SRC
1775
Shufro Rose & Co
New York
$725K -$69.5K -217 -9%
69 70
71
72 73