Holdings Channel
AXP Holdings Changes image
This page summarizes the AXP holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AXP is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing AXP Share Count
Riggs Asset Managment Co. Inc. 300 13,973 +13,673 +4557.67%
Galvin Gaustad & Stein LLC 1,321 58,008 +56,687 +4291.22%
Moody Lynn & Lieberson LLC 1,484 16,155 +14,671 +988.61%
Bank of New Hampshire 982 8,025 +7,043 +717.21%
Steel Peak Wealth Management LLC 3,073 23,893 +20,820 +677.51%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 628 2,551 +1,923 +306.21%
Dakota Wealth Management 4,563 18,052 +13,489 +295.62%
Moser Wealth Advisors LLC 520 2,056 +1,536 +295.38%
PFG Investments LLC 1,814 6,129 +4,315 +237.87%
Rise Advisors LLC 160 470 +310 +193.75%
Los Angeles Capital Management & Equity Research Inc. 193,261 560,539 +367,278 +190.04%
Robeco Institutional Asset Management B.V. 109,524 301,361 +191,837 +175.16%
Venturi Wealth Management LLC 2,229 6,014 +3,785 +169.81%
Prosperity Consulting Group LLC 4,351 10,330 +5,979 +137.42%
Chemistry Wealth Management LLC 22,249 50,547 +28,298 +127.19%
Alpha Cubed Investments LLC 1,350 3,066 +1,716 +127.11%
Atwood & Palmer Inc. 23 52 +29 +126.09%
Catalina Capital Group LLC 1,121 2,416 +1,295 +115.52%
First Citizens Bank & Trust Co. 2,625 5,633 +3,008 +114.59%
Kingswood Wealth Advisors LLC 1,853 3,873 +2,020 +109.01%
Capstone Investment Advisors LLC 2,429 5,046 +2,617 +107.74%
Salomon & Ludwin LLC 738 1,443 +705 +95.53%
Sigma Planning Corp 5,739 10,854 +5,115 +89.13%
Dynamic Advisor Solutions LLC 6,865 12,793 +5,928 +86.35%
Rakuten Securities Inc. 126 232 +106 +84.13%
Next Level Private LLC 2,154 3,889 +1,735 +80.55%
Grove Bank & Trust 3,727 6,625 +2,898 +77.76%
Insight Wealth Strategies LLC 11,046 19,047 +8,001 +72.43%
Dover Advisors LLC 4,495 7,437 +2,942 +65.45%
Game Plan Financial Advisors LLC 80 130 +50 +62.50%
Trust Co. of Vermont 14,364 23,058 +8,694 +60.53%
Fragasso Group Inc. 1,224 1,940 +716 +58.50%
BNP Paribas Arbitrage SA 656,808 1,026,341 +369,533 +56.26%
Rheos Capital Works Inc. 119,000 184,700 +65,700 +55.21%
Inscription Capital LLC 1,089 1,659 +570 +52.34%
Olistico Wealth LLC 2,141 3,145 +1,004 +46.89%
Sound Income Strategies LLC 339 496 +157 +46.31%
GoalVest Advisory LLC 224 326 +102 +45.54%
Keel Point LLC 1,106 1,596 +490 +44.30%
KMG Fiduciary Partners LLC 23,795 34,163 +10,368 +43.57%
Capital Advisors Inc. OK 1,372 1,958 +586 +42.71%
Summit Trail Advisors LLC 7,746 11,041 +3,295 +42.54%
TrueWealth Advisors LLC 1,078 1,513 +435 +40.35%
Berger Financial Group Inc 1,195 1,644 +449 +37.57%
Sunbelt Securities Inc. 1,416 1,943 +527 +37.22%
BI Asset Management Fondsmaeglerselskab A S 30,708 42,057 +11,349 +36.96%
Zhang Financial LLC 5,379 7,233 +1,854 +34.47%
Smartleaf Asset Management LLC 2,161 2,888 +727 +33.64%
Hudson Valley Investment Advisors Inc. ADV 38,527 51,206 +12,679 +32.91%
Crew Capital Management Ltd. 1,090 1,445 +355 +32.57%
Gold Investment Management Ltd. 25 33 +8 +32.00%
Benjamin Edwards Inc. 7,662 10,092 +2,430 +31.71%
McGlone Suttner Wealth Management Inc. 2,384 3,123 +739 +31.00%
Mitchell Sinkler & Starr PA 2,300 3,000 +700 +30.43%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 1,598 2,076 +478 +29.91%
Quantum Financial Advisors LLC 1,073 1,387 +314 +29.26%
Charter Trust Co. 2,097 2,709 +612 +29.18%
Pure Financial Advisors Inc. 1,255 1,609 +354 +28.21%
Private Trust Co. NA 4,745 6,018 +1,273 +26.83%
Buckingham Capital Management Inc. 29,029 36,551 +7,522 +25.91%
Ronald Blue Trust Inc. 3,388 4,244 +856 +25.27%
Chevy Chase Trust Holdings Inc. 329,871 411,119 +81,248 +24.63%
Magnus Financial Group LLC 4,331 5,334 +1,003 +23.16%
CX Institutional 3,839 4,724 +885 +23.05%
Harbor Investment Advisory LLC 4,284 5,249 +965 +22.53%
Stratos Wealth Advisors LLC 2,207 2,698 +491 +22.25%
Atlas Capital Advisors LLC 234 286 +52 +22.22%
Cypress Wealth Services LLC 4,238 5,161 +923 +21.78%
JLB & Associates Inc. 10,079 12,256 +2,177 +21.60%
Accel Wealth Management 1,438 1,741 +303 +21.07%
Ritholtz Wealth Management 7,011 8,413 +1,402 +20.00%
Private Ocean LLC 3,295 3,953 +658 +19.97%
Linden Thomas Advisory Services LLC 6,321 7,566 +1,245 +19.70%
Lake Street Financial LLC 5,741 6,848 +1,107 +19.28%
Lindbrook Capital LLC 2,190 2,604 +414 +18.90%
Auxano Advisors LLC 2,020 2,401 +381 +18.86%
North Star Investment Management Corp. 4,769 5,668 +899 +18.85%
Birchcreek Wealth Management LLC 1,368 1,624 +256 +18.71%
Financial Counselors Inc. 4,477 5,297 +820 +18.32%
Thrive Wealth Management LLC 1,523 1,802 +279 +18.32%
Park Avenue Securities LLC 14,256 16,834 +2,578 +18.08%
Annapolis Financial Services LLC 169 199 +30 +17.75%
Flagship Private Wealth LLC 1,725 2,026 +301 +17.45%
Wesbanco Bank Inc. 3,047 3,559 +512 +16.80%
UMA Financial Services Inc. 1,147 1,337 +190 +16.56%
CBOE Vest Financial LLC 69,752 81,182 +11,430 +16.39%
Voisard Asset Management Group Inc. 305 355 +50 +16.39%
Aviance Capital Partners LLC 12,391 14,391 +2,000 +16.14%
Mutual Advisors LLC 6,046 6,995 +949 +15.70%
FinTrust Capital Advisors LLC 2,193 2,526 +333 +15.18%
Coastline Trust Co 22,166 25,405 +3,239 +14.61%
Chicago Capital LLC 9,849 11,279 +1,430 +14.52%
Fifth Third Wealth Advisors LLC 4,454 5,092 +638 +14.32%
Nordea Investment Management AB 1,574,663 1,798,742 +224,079 +14.23%
Mayflower Financial Advisors LLC 3,344 3,817 +473 +14.14%
Fountainhead AM LLC 1,196 1,365 +169 +14.13%
West Paces Advisors Inc. 512 584 +72 +14.06%
Pekin Hardy Strauss Inc. 2,800 3,175 +375 +13.39%
Financial Management Professionals Inc. 679 769 +90 +13.25%
Honkamp Krueger Financial Services Inc. 3,880 4,388 +508 +13.09%
Wiley BROS. Aintree Capital LLC 10,868 12,274 +1,406 +12.94%
Quent Capital LLC 2,642 2,983 +341 +12.91%
Smith Group Asset Management LLC 100,685 113,520 +12,835 +12.75%
BEAM Asset Management LLC 1,089 1,226 +137 +12.58%
Silicon Valley Capital Partners 32,949 37,074 +4,125 +12.52%
Aspire Private Capital LLC 3,781 4,254 +473 +12.51%
Cedar Mountain Advisors LLC 16 18 +2 +12.50%
Brookstone Capital Management 54,942 61,698 +6,756 +12.30%
Bremer Bank National Association 21,606 24,232 +2,626 +12.15%
Claro Advisors LLC 1,356 1,517 +161 +11.87%
Catalyst Financial Partners LLC 1,976 2,209 +233 +11.79%
Proficio Capital Partners LLC 9,828 10,977 +1,149 +11.69%
GDS Wealth Management 47,069 52,529 +5,460 +11.60%
Bradley & Co. Private Wealth Management LLC 35,933 40,079 +4,146 +11.54%
Cambridge Investment Research Advisors Inc. 79,090 88,161 +9,071 +11.47%
Strategic Planning Group LLC 8,931 9,926 +995 +11.14%
Meitav Dash Investments Ltd. 50,125 55,684 +5,559 +11.09%
Cornerstone Wealth Group LLC 3,015 3,347 +332 +11.01%
Aaron Wealth Advisors 2,945 3,267 +322 +10.93%
GAMMA Investing LLC 3,754 4,162 +408 +10.87%
OneAscent Wealth Management LLC 1,065 1,179 +114 +10.70%
Farmers & Merchants Investments Inc. 902 997 +95 +10.53%
American National Bank 3,646 4,026 +380 +10.42%
Mirae Asset Global Investments Co. Ltd. 153,420 168,981 +15,561 +10.14%
Stablepoint Partners LLC 6,724 7,402 +678 +10.08%
Centric Wealth Management 1,401 1,534 +133 +9.49%
Round Rock Advisors LLC 1,534 1,679 +145 +9.45%
CWM LLC 19,103 20,902 +1,799 +9.42%
Valicenti Advisory Services Inc. 14,430 15,765 +1,335 +9.25%
Raymond James Financial Services Advisors Inc. 177,774 194,016 +16,242 +9.14%
Allworth Financial LP 6,225 6,788 +563 +9.04%
JNB Advisors LLC 2,713 2,957 +244 +8.99%
Oregon Public Employees Retirement Fund 44,916 48,919 +4,003 +8.91%
Kovack Advisors Inc. 3,081 3,351 +270 +8.76%
First International Bank & Trust 2,929 3,185 +256 +8.74%
Ipswich Investment Management Co. Inc. 3,716 4,036 +320 +8.61%
OFI Invest Asset Management 57,518 62,464 +4,946 +8.60%
Ballentine Partners LLC 15,824 17,160 +1,336 +8.44%
RMR Wealth Builders 6,206 6,729 +523 +8.43%
Veriti Management LLC 17,392 18,857 +1,465 +8.42%
Transcend Wealth Collective LLC 1,584 1,716 +132 +8.33%
BSW Wealth Partners 3,283 3,556 +273 +8.32%
Ashton Thomas Private Wealth LLC 6,562 7,108 +546 +8.32%
Trueblood Wealth Management LLC 1,914 2,072 +158 +8.25%
Pinnacle Bank 355 384 +29 +8.17%
Parkside Financial Bank & Trust 7,928 8,565 +637 +8.03%
TrimTabs Asset Management LLC 26,175 28,277 +2,102 +8.03%
E&G Advisors LP 1,250 1,350 +100 +8.00%
Sovereign Financial Group Inc. 1,381 1,487 +106 +7.68%
Walkner Condon Financial Advisors LLC 2,149 2,312 +163 +7.58%
Tokio Marine Asset Management Co. Ltd. 13,778 14,808 +1,030 +7.48%
Commonwealth Equity Services LLC 265,902 284,962 +19,060 +7.17%
Hoxton Planning & Management LLC 1,147 1,229 +82 +7.15%
Apollon Wealth Management LLC 13,205 14,135 +930 +7.04%
Revolve Wealth Partners LLC 1,219 1,304 +85 +6.97%
PFG Private Wealth Management LLC 879 940 +61 +6.94%
Aurum Wealth Management Group LLC 2,666 2,848 +182 +6.83%
Concord Wealth Partners 441 471 +30 +6.80%
Tanager Wealth Management LLP 3,177 3,386 +209 +6.58%
Chapin Davis Inc. 1,926 2,052 +126 +6.54%
Investment House LLC 90,950 96,774 +5,824 +6.40%
Essex Financial Services Inc. 3,920 4,169 +249 +6.35%
Bensler LLC 25,007 26,591 +1,584 +6.33%
Astoria Portfolio Advisors LLC. 1,529 1,625 +96 +6.28%
Wealthcare Advisory Partners LLC 4,284 4,550 +266 +6.21%
PDS Planning Inc 2,747 2,915 +168 +6.12%
Natixis Advisors L.P. 752,313 796,914 +44,601 +5.93%
Lewis Asset Management LLC 2,435 2,579 +144 +5.91%
Massmutual Trust Co. FSB ADV 7,886 8,341 +455 +5.77%
Foster & Motley Inc. 1,564 1,654 +90 +5.75%
Teamwork Financial Advisors LLC 12,762 13,485 +723 +5.67%
Trust Point Inc. 5,880 6,204 +324 +5.51%
Saxon Interests Inc. 4,567 4,813 +246 +5.39%
Baker Boyer National Bank 1,593 1,678 +85 +5.34%
AMF Pensionsforsakring AB 351,231 369,741 +18,510 +5.27%
Center for Financial Planning Inc. 6,842 7,202 +360 +5.26%
Benedict Financial Advisors Inc. 13,784 14,508 +724 +5.25%
Valued Wealth Advisors LLC 39 41 +2 +5.13%
Sage Rhino Capital LLC 4,220 4,431 +211 +5.00%
Private Capital Management LLC 2,378 2,494 +116 +4.88%
Geneos Wealth Management Inc. 2,119 2,221 +102 +4.81%
Sumitomo Mitsui DS Asset Management Company Ltd 282,674 296,223 +13,549 +4.79%
Fielder Capital Group LLC 5,681 5,953 +272 +4.79%
Kestra Private Wealth Services LLC 37,288 39,062 +1,774 +4.76%
Silverlake Wealth Management LLC 2,129 2,229 +100 +4.70%
Northstar Group Inc. 19,899 20,829 +930 +4.67%
Charles Schwab Trust Co 2,255 2,356 +101 +4.48%
Princeton Global Asset Management LLC 2,268 2,369 +101 +4.45%
Global Retirement Partners LLC 6,483 6,771 +288 +4.44%
Patriot Financial Group Insurance Agency LLC 2,539 2,650 +111 +4.37%
Larson Financial Group LLC 2,419 2,518 +99 +4.09%
Signaturefd LLC 12,643 13,156 +513 +4.06%
Solitude Financial Services 3,650 3,793 +143 +3.92%
CVA Family Office LLC 1,091 1,133 +42 +3.85%
Borer Denton & Associates Inc. 3,527 3,662 +135 +3.83%
Adviser Investments LLC 24,689 25,615 +926 +3.75%
Chicago Partners Investment Group LLC 4,221 4,379 +158 +3.74%
HB Wealth Management LLC 53,572 55,491 +1,919 +3.58%
Whittier Trust Co. of Nevada Inc. 36,566 37,857 +1,291 +3.53%
Coastal Investment Advisors Inc. 26,929 27,879 +950 +3.53%
Ferguson Wellman Capital Management Inc. 5,820 6,015 +195 +3.35%
Thomasville National Bank 105,055 108,579 +3,524 +3.35%
Smith Chas P & Associates PA Cpas 1,137 1,174 +37 +3.25%
DAVENPORT & Co LLC 57,091 58,938 +1,847 +3.24%
Allred Capital Management LLC 1,780 1,837 +57 +3.20%
Amplius Wealth Advisors LLC 1,500 1,548 +48 +3.20%
CIC Wealth LLC 1,471 1,518 +47 +3.20%
FOCUS Wealth Advisors LLC 9,572 9,877 +305 +3.19%
SOA Wealth Advisors LLC. 6,452 6,658 +206 +3.19%
Benin Management CORP 4,124 4,254 +130 +3.15%
Fundamentun LLC 25,370 26,150 +780 +3.07%
Albion Financial Group UT 100 103 +3 +3.00%
Diversified LLC 1,647 1,696 +49 +2.98%
Silvant Capital Management LLC 24,357 25,075 +718 +2.95%
Richardson Financial Services Inc. 274 282 +8 +2.92%
Fulton Bank N.A. 10,951 11,268 +317 +2.89%
Wealthfront Advisers LLC 57,215 58,866 +1,651 +2.89%
Private Advisor Group LLC 52,941 54,373 +1,432 +2.70%
Chatham Capital Group Inc. 24,159 24,804 +645 +2.67%
Horizon Wealth Management LLC 2,189 2,246 +57 +2.60%
Zullo Investment Group Inc. 3,013 3,090 +77 +2.56%
Wynn Capital LLC 14,315 14,673 +358 +2.50%
Haverford Trust Co. 11,228 11,508 +280 +2.49%
Abacus Planning Group Inc. 1,214 1,243 +29 +2.39%
Carr Financial Group Corp 5,240 5,360 +120 +2.29%
Paul Damon & Associates Inc. 1,382 1,413 +31 +2.24%
BNC Wealth Management LLC 11,800 12,063 +263 +2.23%
Wedmont Private Capital 9,107 9,310 +203 +2.23%
Conscious Wealth Investments LLC 14,612 14,935 +323 +2.21%
Mayfair Advisory Group LLC 1,507 1,539 +32 +2.12%
NBC Securities Inc. 7,127 7,273 +146 +2.05%
Legacy Advisors LLC 4,635 4,729 +94 +2.03%
Mission Wealth Management LP 9,998 10,199 +201 +2.01%
Sage Mountain Advisors LLC 2,637 2,690 +53 +2.01%
West Oak Capital LLC 13,217 13,477 +260 +1.97%
First Horizon Advisors Inc. 8,535 8,703 +168 +1.97%
Herbst Group LLC 12,706 12,956 +250 +1.97%
Applied Capital LLC FL 9,072 9,249 +177 +1.95%
Centerpoint Advisors LLC 3,912 3,987 +75 +1.92%
Bath Savings Trust Co 3,008 3,064 +56 +1.86%
Webster Bank N. A. 14,040 14,299 +259 +1.84%
Donaldson Capital Management LLC 1,902 1,937 +35 +1.84%
Veracity Capital LLC 7,256 7,387 +131 +1.81%
Byrne Asset Management LLC 4,669 4,753 +84 +1.80%
LVM Capital Management Ltd. MI 82,474 83,939 +1,465 +1.78%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 29,543 30,028 +485 +1.64%
Relyea Zuckerberg Hanson LLC 1,970 2,002 +32 +1.62%
Cornerstone Wealth Management LLC 3,503 3,559 +56 +1.60%
First Pacific Financial 563 572 +9 +1.60%
REDW Wealth LLC 2,656 2,698 +42 +1.58%
Csenge Advisory Group 8,809 8,941 +132 +1.50%
Hi Line Capital Management LLC 50,644 51,349 +705 +1.39%
Ignite Planners LLC 4,577 4,639 +62 +1.35%
Avitas Wealth Management LLC 27,226 27,587 +361 +1.33%
Fidelity D & D Bancorp Inc. 1,299 1,316 +17 +1.31%
West Coast Financial LLC 3,875 3,925 +50 +1.29%
Principle Wealth Partners LLC 8,274 8,381 +107 +1.29%
Vivid Wealth Management LLC 2,969 3,006 +37 +1.25%
Pinnacle Financial Partners Inc. 161,025 163,006 +1,981 +1.23%
Valley National Advisers Inc. 1,433 1,450 +17 +1.19%
Boyd Watterson Asset Management LLC OH 28,182 28,514 +332 +1.18%
Flagship Harbor Advisors LLC 5,187 5,248 +61 +1.18%
Legacy Financial Strategies LLC 1,567 1,585 +18 +1.15%
CHICAGO TRUST Co NA 21,253 21,496 +243 +1.14%
LVW Advisors LLC 3,445 3,484 +39 +1.13%
Grimes & Company Inc. 50,593 51,160 +567 +1.12%
RFG Advisory LLC 9,016 9,115 +99 +1.10%
Morton Community Bank 18,866 19,066 +200 +1.06%
Capital Asset Advisory Services LLC 1,439 1,454 +15 +1.04%
Aspen Investment Management Inc 3,321 3,355 +34 +1.02%
Signature Wealth Management Group 8,899 8,987 +88 +0.99%
Kathleen S. Wright Associates Inc. 20,227 20,427 +200 +0.99%
Northstar Asset Management LLC 2,556 2,581 +25 +0.98%
Spire Wealth Management 4,273 4,315 +42 +0.98%
Northern Financial Advisors Inc 9,138 9,225 +87 +0.95%
Atlas Brown Inc. 4,365 4,405 +40 +0.92%
Raymond James & Associates 647,945 653,725 +5,780 +0.89%
Maryland State Retirement & Pension System 45,162 45,548 +386 +0.85%
Matthew Goff Investment Advisor LLC 59,101 59,597 +496 +0.84%
Breakwater Capital Group 3,679 3,708 +29 +0.79%
Raymond James Trust N.A. 24,328 24,518 +190 +0.78%
Aspiriant LLC 6,282 6,330 +48 +0.76%
HTLF Bank 6,155 6,202 +47 +0.76%
Capital Market Strategies LLC 1,103 1,111 +8 +0.73%
Willis Investment Counsel 66,941 67,416 +475 +0.71%
Winslow Asset Management Inc. 36,135 36,385 +250 +0.69%
Smith Salley & Associates 13,094 13,183 +89 +0.68%
Capital Advisors Ltd. LLC 1,040 1,047 +7 +0.67%
MONECO Advisors LLC 1,519 1,529 +10 +0.66%
Salem Investment Counselors Inc. 3,954 3,979 +25 +0.63%
Caliber Wealth Management LLC 13,751 13,837 +86 +0.63%
Avion Wealth 651 655 +4 +0.61%
Seizert Capital Partners LLC 58,053 58,387 +334 +0.58%
Weil Company Inc. 6,000 6,035 +35 +0.58%
Aua Capital Management LLC 2,400 2,412 +12 +0.50%
TFC Financial Management 601 604 +3 +0.50%
DekaBank Deutsche Girozentrale 153,683 154,441 +758 +0.49%
Gleason Group Inc. 405 407 +2 +0.49%
First National Bank 1,902 1,911 +9 +0.47%
Stockman Wealth Management Inc. 1,270 1,276 +6 +0.47%
McAdam LLC 7,051 7,080 +29 +0.41%
MV Capital Management Inc. 1,494 1,500 +6 +0.40%
Resonant Capital Advisors LLC 16,760 16,821 +61 +0.36%
Procyon Private Wealth Partners LLC 5,239 5,258 +19 +0.36%
WBH Advisory Inc. 4,047 4,061 +14 +0.35%
Rothschild & Co Wealth Management UK Ltd 3,564,029 3,576,277 +12,248 +0.34%
Dechtman Wealth Management LLC 2,219 2,226 +7 +0.32%
Marino Stram & Associates LLC 2,347 2,354 +7 +0.30%
Baxter Bros Inc. 81,060 81,297 +237 +0.29%
Terra Nova Asset Management LLC 1,401 1,405 +4 +0.29%
Muirfield Wealth Advisors LLC 4,689 4,702 +13 +0.28%
Cornerstone Investment Partners LLC 253,022 253,698 +676 +0.27%
Mechanics Bank Trust Department 2,573 2,580 +7 +0.27%
Creative Financial Designs Inc. ADV 382 383 +1 +0.26%
Daiwa Securities Group Inc. 135,483 135,838 +355 +0.26%
Family Firm Inc. 1,176 1,179 +3 +0.26%
Shulman DeMeo Asset Management LLC 1,545 1,549 +4 +0.26%
Foster Group Inc. 25,780 25,847 +67 +0.26%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 5,747 5,761 +14 +0.24%
Abundance Wealth Counselors 6,130 6,145 +15 +0.24%
S.A. Mason LLC 5,146 5,158 +12 +0.23%
Soltis Investment Advisors LLC 1,722 1,726 +4 +0.23%
J.W. Cole Advisors Inc. 9,806 9,826 +20 +0.20%
Walker Asset Management LLC 1,479 1,482 +3 +0.20%
Opal Wealth Advisors LLC 2,139 2,143 +4 +0.19%
Jamison Private Wealth Management Inc. 4,772 4,780 +8 +0.17%
Embree Financial Group 2,944 2,949 +5 +0.17%
Taylor Frigon Capital Management LLC 8,513 8,527 +14 +0.16%
Lorne Steinberg Wealth Management Inc. 33,469 33,522 +53 +0.16%
Partnership Wealth Management LLC 2,749 2,753 +4 +0.15%
Vista Wealth Management Group LLC 4,219 4,225 +6 +0.14%
Nisa Investment Advisors LLC 249,596 249,910 +314 +0.13%
Peterson Wealth Services 1,604 1,606 +2 +0.12%
IFG Advisors LLC 4,427 4,432 +5 +0.11%
Toth Financial Advisory Corp 2,092 2,094 +2 +0.10%
Windsor Capital Management LLC 1,768 1,769 +1 +0.06%
JFS Wealth Advisors LLC 1,556 1,557 +1 +0.06%
Sterling Investment Advisors Ltd. 1,617 1,618 +1 +0.06%
Parisi Gray Wealth Management 6,301 6,305 +4 +0.06%
Acorn Wealth Advisors LLC 1,612 1,613 +1 +0.06%
Hazlett Burt & Watson Inc. 2,105 2,106 +1 +0.05%
626 Financial LLC 1,831 1,832 +1 +0.05%
Greenleaf Trust 21,205 21,213 +8 +0.04%
Joel Isaacson & Co. LLC 9,687 9,691 +4 +0.04%
SignalPoint Asset Management LLC 3,204 3,205 +1 +0.03%
LGL Partners LLC 3,652 3,653 +1 +0.03%
Lincoln National Corp 13,317 13,320 +3 +0.02%
Carl P. Sherr & Co. LLC 9,397 9,398 +1 +0.01%
13F Filers Reporting New Positions In AXP
Stonebridge Capital Management Inc. 0 1,020 +1,020 +100%
MJP Associates Inc. ADV 0 1,303 +1,303 +100%
Money Concepts Capital Corp 0 1,161 +1,161 +100%
NatWest Group plc 0 24,286 +24,286 +100%
BNP Paribas 0 175 +175 +100%
Meritage Portfolio Management 0 909 +909 +100%
Bell Bank 0 3,327 +3,327 +100%
Fishman Jay A Ltd. MI 0 35,960 +35,960 +100%
Town & Country Bank & Trust CO dba First Bankers Trust CO 0 881 +881 +100%
Westend Capital Management LLC 0 22,149 +22,149 +100%
Focused Investors Fund L P 0 471,600 +471,600 +100%
Northwest Investment Counselors LLC 0 226 +226 +100%
Confluence Investment Management LLC 0 2,405 +2,405 +100%
Mesirow Financial Investment Management Inc. 0 72,798 +72,798 +100%
Patton Albertson Miller Group LLC 0 881 +881 +100%
Cutler Group LP 0 1,298 +1,298 +100%
Artemis Investment Management LLP 0 152,025 +152,025 +100%
Community Financial Services Group LLC 0 22,513 +22,513 +100%
Nadler Financial Group Inc. 0 1,067 +1,067 +100%
Callan Capital LLC 0 1,204 +1,204 +100%
Vicus Capital 0 1,311 +1,311 +100%
Saxony Capital Management LLC 0 921 +921 +100%
Riverview Trust Co 0 169 +169 +100%
Silver Lake Advisory LLC 0 2,315 +2,315 +100%
Friedenthal Financial 0 3,653 +3,653 +100%
Wealthstar Advisors LLC 0 998 +998 +100%
BTC Capital Management Inc. 0 1,376 +1,376 +100%
USA Financial Portformulas Corp 0 2,018 +2,018 +100%
Capital Investment Advisory Services LLC 0 948 +948 +100%
Simon Quick Advisors LLC 0 1,347 +1,347 +100%
AustralianSuper Pty Ltd 0 10,250 +10,250 +100%
Shepherd Financial Partners LLC 0 1,047 +1,047 +100%
Narus Financial Partners LLC 0 934 +934 +100%
Ackerman Capital Advisors LLC 0 946 +946 +100%
SpiderRock Advisors LLC 0 24,532 +24,532 +100%
Crescent Grove Advisors LLC 0 1,209 +1,209 +100%
One Wealth Advisors LLC 0 1,257 +1,257 +100%
Monument Capital Management 0 966 +966 +100%
Crumly & Associates Inc. 0 2,136 +2,136 +100%
Main Street Financial Solutions LLC 0 908 +908 +100%
Apexium Financial LP 0 1,033 +1,033 +100%
CRA Financial Services LLC 0 1,017 +1,017 +100%
Actinver Wealth Management Inc. 0 920 +920 +100%
American Financial Advisors LLC 0 901 +901 +100%
Howard Financial Services LTD. 0 1,085 +1,085 +100%
Gunderson Capital Management Inc. 0 18,807 +18,807 +100%
Kathmere Capital Management LLC 0 1,062 +1,062 +100%
Arbor Trust Wealth Advisors LLC 0 975 +975 +100%
Meadow Creek Wealth Advisors LLC 0 1,625 +1,625 +100%
LifeSteps Financial Inc. 0 225 +225 +100%
Apella Capital LLC 0 930 +930 +100%
Investment Research & Advisory Group Inc. 0 96 +96 +100%
Optas LLC 0 1,008 +1,008 +100%
Aprio Wealth Management LLC 0 945 +945 +100%
Royal Fund Management LLC 0 986 +986 +100%
Onyx Bridge Wealth Group LLC 0 986 +986 +100%
Advisor Resource Council 0 3,167 +3,167 +100%
Wealth Advisory Solutions LLC 0 1,576 +1,576 +100%
Harbor Group Inc. 0 952 +952 +100%
Coulter & Justus Financial Services LLC 0 99,401 +99,401 +100%
Latitude Advisors LLC 0 910 +910 +100%
MBL Wealth LLC 0 1,020 +1,020 +100%
Outfitter Financial LLC 0 2,625 +2,625 +100%
Kowal Investment Group LLC 0 1,253 +1,253 +100%
Baron Silver Stevens Financial Advisors LLC 0 1,307 +1,307 +100%
Newbridge Financial Services Group Inc. 0 953 +953 +100%
Activest Wealth Management 0 56 +56 +100%
Roberts Wealth Advisors LLC 0 950 +950 +100%
Revisor Wealth Management LLC 0 5,450 +5,450 +100%
Claris Advisors LLC MO 0 1,023 +1,023 +100%
Wealth Effects LLC 0 880 +880 +100%
Eagle Strategies LLC 0 1,431 +1,431 +100%
Blodgett Wealth Advisors LLC 0 1,056 +1,056 +100%
Redmont Wealth Advisors LLC 0 47 +47 +100%
Intelligent Financial Strategies 0 194 +194 +100%
Simplicity Wealth LLC 0 14,225 +14,225 +100%
Worth Asset Management LLC 0 11,287 +11,287 +100%
Sutton Place Investors LLC 0 2,011 +2,011 +100%
Global Assets Advisory LLC 0 100,668 +100,668 +100%
Register Financial Advisors LLC 0 521 +521 +100%
Worth Financial Advisory Group LLC 0 2,515 +2,515 +100%
Milestone Asset Management LLC 0 22,260 +22,260 +100%
TFB Advisors LLC 0 985 +985 +100%
Longbow Finance SA 0 19,037 +19,037 +100%
Talbot Financial LLC 0 900 +900 +100%
Whitaker Myers Wealth Managers LTD. 0 1,231 +1,231 +100%
Pinnacle West Asset Management Inc. 0 1,000 +1,000 +100%
RAM Investment Partners LLC 0 1,089 +1,089 +100%
Norden Group LLC 0 1,645 +1,645 +100%
CJM Wealth Advisers Ltd. 0 1,049 +1,049 +100%
Stephenson & Company Inc. 0 918 +918 +100%
CAP Partners LLC 0 927 +927 +100%
Trust Co of the South 0 1,474 +1,474 +100%
NavPoint Financial Inc. 0 981 +981 +100%
Gilliland Jeter Wealth Management LLC 0 759 +759 +100%
Everpar Advisors LLC 0 1,010 +1,010 +100%
Patrick M Sweeney & Associates Inc. 0 1,037 +1,037 +100%
Ehrlich Financial Group 0 1,078 +1,078 +100%
Central Valley Advisors LLC 0 1,007 +1,007 +100%
Signal Advisors Wealth LLC 0 925 +925 +100%
Focus Financial Network Inc. 0 4,983 +4,983 +100%
M3 Advisory Group LLC 0 937 +937 +100%
Central Pacific Bank Trust Division 0 23,375 +23,375 +100%
Davies Financial Advisors Inc. 0 1,016 +1,016 +100%
Diversify Advisory Services LLC 0 7,327 +7,327 +100%
Mediolanum International Funds Ltd 0 145,682 +145,682 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 34,500 34,500 UNCH 0.00%
Bristol John W & Co. Inc. NY 2,851 2,851 UNCH 0.00%
Ogorek Anthony Joseph NY ADV 25 25 UNCH 0.00%
City Holding Co. 1,640 1,640 UNCH 0.00%
Walter & Keenan Financial Consulting Co. MI ADV 8,582 8,582 UNCH 0.00%
Papp L Roy & Associates 4,721 4,721 UNCH 0.00%
Summit Financial Group Inc. 2,885 2,885 UNCH 0.00%
First National Corp MA ADV 1,213 1,213 UNCH 0.00%
Fenimore Asset Management Inc. 1,105 1,105 UNCH 0.00%
Godsey & Gibb Associates 1,337 1,337 UNCH 0.00%
Professional Advisory Services Inc. 1,500 1,500 UNCH 0.00%
Hallmark Capital Management Inc. 105 105 UNCH 0.00%
Tompkins Financial Corp 3,216 3,216 UNCH 0.00%
Pioneer Trust Bank N A OR 2,600 2,600 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 2,050 2,050 UNCH 0.00%
Lawson Kroeker Investment Management Inc. NE 5,407 5,407 UNCH 0.00%
Matrix Asset Advisors Inc. NY 3,228 3,228 UNCH 0.00%
Duncker Streett & Co. Inc. 2,550 2,550 UNCH 0.00%
Pittenger & Anderson Inc. 2,100 2,100 UNCH 0.00%
Spirit of America Management Corp NY 5,000 5,000 UNCH 0.00%
Saybrook Capital NC 3,600 3,600 UNCH 0.00%
Burns J W & Co. Inc. NY 1,353 1,353 UNCH 0.00%
Amarillo National Bank 8,313 8,313 UNCH 0.00%
Sanders Morris Harris LLC 3,892 3,892 UNCH 0.00%
Beach Investment Counsel Inc. PA 7,633 7,633 UNCH 0.00%
Birinyi Associates Inc. 7,250 7,250 UNCH 0.00%
Van Strum & Towne Inc. 7,140 7,140 UNCH 0.00%
Schulhoff & Co. Inc. 4,370 4,370 UNCH 0.00%
Reinhart Partners Inc. 1,100 1,100 UNCH 0.00%
Sigma Investment Counselors Inc. 3,273 3,273 UNCH 0.00%
Markel Corp 484,250 484,250 UNCH 0.00%
Fulton Breakefield Broenniman LLC 1,748 1,748 UNCH 0.00%
Independent Investors Inc. 12,000 12,000 UNCH 0.00%
First Community Trust NA 685 685 UNCH 0.00%
Trust Co. of Virginia VA 1,714 1,714 UNCH 0.00%
Nichols & Pratt Advisers LLP MA 1,250 1,250 UNCH 0.00%
Greylin Investment Mangement Inc. 2,150 2,150 UNCH 0.00%
Strategy Asset Managers LLC 1,658 1,658 UNCH 0.00%
First United Bank Trust 25 25 UNCH 0.00%
Culbertson A N & Co. Inc. 3,913 3,913 UNCH 0.00%
Montgomery Investment Management Inc. 1,175 1,175 UNCH 0.00%
Thompson Investment Management Inc. 1,856 1,856 UNCH 0.00%
Deroy & Devereaux Private Investment Counsel Inc. 2,350 2,350 UNCH 0.00%
Weybosset Research & Management LLC 1,150 1,150 UNCH 0.00%
Profit Investment Management LLC 5,677 5,677 UNCH 0.00%
Boit C F David 1,525 1,525 UNCH 0.00%
First Financial Bank Trust Division 1,433 1,433 UNCH 0.00%
BOK Financial Private Wealth Inc. 14 14 UNCH 0.00%
SOL Capital Management CO 12,348 12,348 UNCH 0.00%
AlphaMark Advisors LLC 518 518 UNCH 0.00%
Hartford Financial Management Inc. 3,288 3,288 UNCH 0.00%
Legacy Private Trust Co. 1,365 1,365 UNCH 0.00%
Bangor Savings Bank 2,092 2,092 UNCH 0.00%
Indiana Trust & Investment Management CO 2,537 2,537 UNCH 0.00%
Hunter Associates Investment Management LLC 2,524 2,524 UNCH 0.00%
Merrion Investment Management Co LLC 1,821 1,821 UNCH 0.00%
Horrell Capital Management Inc. 44 44 UNCH 0.00%
Barton Investment Management 1,900 1,900 UNCH 0.00%
Westchester Capital Management Inc. 560 560 UNCH 0.00%
SPC Financial Inc. 3,271 3,271 UNCH 0.00%
Fruth Investment Management 11,550 11,550 UNCH 0.00%
Welch Group LLC 13,342 13,342 UNCH 0.00%
Eagle Ridge Investment Management 3,139 3,139 UNCH 0.00%
LS Investment Advisors LLC 2,406 2,406 UNCH 0.00%
YHB Investment Advisors Inc. 5,941 5,941 UNCH 0.00%
Northwest Bancshares Inc. 1,509 1,509 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 31,600 31,600 UNCH 0.00%
Westover Capital Advisors LLC 1,460 1,460 UNCH 0.00%
Pacifica Capital Investments LLC 18,020 18,020 UNCH 0.00%
Drexel Morgan & Co. 70,918 70,918 UNCH 0.00%
Timber Creek Capital Management LLC 35 35 UNCH 0.00%
Rocky Mountain Advisers LLC 200 200 UNCH 0.00%
Alta Advisers Ltd 1,600 1,600 UNCH 0.00%
Westside Investment Management Inc. 693 693 UNCH 0.00%
Triangle Securities Wealth Management 2,710 2,710 UNCH 0.00%
Hendershot Investments Inc. 28,559 28,559 UNCH 0.00%
Hudock Inc. 1,131 1,131 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 1,450 1,450 UNCH 0.00%
Macroview Investment Management LLC 2,113 2,113 UNCH 0.00%
Paragon Capital Management Ltd 1,087 1,087 UNCH 0.00%
Wolf Group Capital Advisors 11,159 11,159 UNCH 0.00%
Field & Main Bank 400 400 UNCH 0.00%
JJJ Advisors Inc. 88 88 UNCH 0.00%
Bouchey Financial Group Ltd 1,584 1,584 UNCH 0.00%
Grassi Investment Management 22,960 22,960 UNCH 0.00%
Burt Wealth Advisors 2,515 2,515 UNCH 0.00%
Triad Investment Management 8,138 8,138 UNCH 0.00%
Tradewinds Capital Management LLC 150 150 UNCH 0.00%
Northside Capital Management LLC 1,805 1,805 UNCH 0.00%
Bray Capital Advisors 108 108 UNCH 0.00%
Cambridge Advisors Inc. 2,910 2,910 UNCH 0.00%
Lincoln Capital LLC 15,733 15,733 UNCH 0.00%
ETF Portfolio Partners Inc. 1,269 1,269 UNCH 0.00%
Westbourne Investment Advisors Inc. 2,398 2,398 UNCH 0.00%
Arcus Capital Partners LLC 11,583 11,583 UNCH 0.00%
Sugarloaf Wealth Management LLC 42 42 UNCH 0.00%
Bristlecone Advisors LLC 1,076 1,076 UNCH 0.00%
Lyell Wealth Management LP 4,205 4,205 UNCH 0.00%
Harbor Advisors LLC 2,000 2,000 UNCH 0.00%
Legacy Bridge LLC 640 640 UNCH 0.00%
Mascoma Wealth Management LLC 809 809 UNCH 0.00%
Symmetry Partners LLC 4,258 4,258 UNCH 0.00%
Covenant Asset Management LLC 2,461 2,461 UNCH 0.00%
Wittenberg Investment Management Inc. 2,410 2,410 UNCH 0.00%
Ridgewood Investments LLC 3,091 3,091 UNCH 0.00%
Bogart Wealth LLC 483 483 UNCH 0.00%
Security National Bank 600 600 UNCH 0.00%
Oak Asset Management LLC 3,580 3,580 UNCH 0.00%
PrairieView Partners LLC 440 440 UNCH 0.00%
17 Capital Partners LLC 1,400 1,400 UNCH 0.00%
Carmichael Hill & Associates Inc. 249 249 UNCH 0.00%
Northwest Capital Management Inc 888 888 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 1,306 1,306 UNCH 0.00%
GPS Wealth Strategies Group LLC 135 135 UNCH 0.00%
CNB Bank 758 758 UNCH 0.00%
Versant Capital Management Inc 658 658 UNCH 0.00%
Pflug Koory LLC 4,833 4,833 UNCH 0.00%
Retirement Group LLC 50 50 UNCH 0.00%
Essex Savings Bank 3,121 3,121 UNCH 0.00%
Independent Family Office LLC 1,932 1,932 UNCH 0.00%
Inlet Private Wealth LLC 9,655 9,655 UNCH 0.00%
Insight Financial Services 20 20 UNCH 0.00%
Criterion Capital Advisors LLC 320 320 UNCH 0.00%
Financial Advisors LLC 1,440 1,440 UNCH 0.00%
VeraBank N.A. 2,898 2,898 UNCH 0.00%
Yarbrough Capital LLC 2,161 2,161 UNCH 0.00%
Omega Financial Group LLC 1,200 1,200 UNCH 0.00%
Brendel Financial Advisors LLC 14,021 14,021 UNCH 0.00%
ERn Financial LLC 3,035 3,035 UNCH 0.00%
Blue Square Asset Management LLC 1,240 1,240 UNCH 0.00%
Oldfather Financial Services LLC 7,995 7,995 UNCH 0.00%
Weaver Consulting Group 2,378 2,378 UNCH 0.00%
Colton Groome Financial Advisors LLC 1,086 1,086 UNCH 0.00%
Red Door Wealth Management LLC 4,299 4,299 UNCH 0.00%
Carolina Wealth Advisors LLC 16 16 UNCH 0.00%
Monticello Wealth Management LLC 1,166 1,166 UNCH 0.00%
Heartwood Wealth Advisors LLC 1,221 1,221 UNCH 0.00%
Pacifica Partners Inc. 170 170 UNCH 0.00%
Sunburst Financial Group LLC 2,279 2,279 UNCH 0.00%
Cairn Investment Group Inc. 1,900 1,900 UNCH 0.00%
General Partner Inc. 936 936 UNCH 0.00%
Key Financial Inc 1,213 1,213 UNCH 0.00%
Aurora Private Wealth Inc. 6,362 6,362 UNCH 0.00%
Magnolia Capital Management Ltd. 2,000 2,000 UNCH 0.00%
HighMark Wealth Management LLC 42 42 UNCH 0.00%
Cadent Capital Advisors LLC 2,160 2,160 UNCH 0.00%
Consolidated Planning Corp 1,413 1,413 UNCH 0.00%
Rebalance LLC 1,858 1,858 UNCH 0.00%
Davis Capital Management 13 13 UNCH 0.00%
Citadel Investment Advisory Inc. 6,884 6,884 UNCH 0.00%
Sunflower Bank N.A. 3,790 3,790 UNCH 0.00%
Mechanics Financial Corp 1,950 1,950 UNCH 0.00%
Signature Wealth Management Partners LLC 2,171 2,171 UNCH 0.00%
MTM Investment Management LLC 3,828 3,828 UNCH 0.00%
Wolff Wiese Magana LLC 865 865 UNCH 0.00%
Iron Horse Wealth Management LLC 100 100 UNCH 0.00%
Hoese & Co LLP 280 280 UNCH 0.00%
4J Wealth Management LLC 1,278 1,278 UNCH 0.00%
Levy Wealth Management Group LLC 1,103 1,103 UNCH 0.00%
Wealth Management Partners LLC 1,219 1,219 UNCH 0.00%
Bond & Devick Financial Network Inc. 4,354 4,354 UNCH 0.00%
DHJJ Financial Advisors Ltd. 116 116 UNCH 0.00%
Ironwood Wealth Management Inc. 377 377 UNCH 0.00%
TNF LLC 2,595 2,595 UNCH 0.00%
One One Wealth Management LLC 2,300 2,300 UNCH 0.00%
Howard Capital Management Group LLC 8,615 8,615 UNCH 0.00%
Caerus Investment Advisors LLC 2,000 2,000 UNCH 0.00%
Border to Coast Pensions Partnership Ltd 204,899 204,899 UNCH 0.00%
Northcape Wealth Management LLC 5,580 5,580 UNCH 0.00%
Ervin Investment Management LLC 4,481 4,481 UNCH 0.00%
Red Tortoise LLC 32 32 UNCH 0.00%
City State Bank 1,245 1,245 UNCH 0.00%
Icapital Wealth LLC 2,500 2,500 UNCH 0.00%
Global Wealth Strategies & Associates 272 272 UNCH 0.00%
Libra Wealth LLC 1,300 1,300 UNCH 0.00%
Armstrong Advisory Group Inc. 1,571 1,571 UNCH 0.00%
DecisionPoint Financial LLC 825 825 UNCH 0.00%
Coston McIsaac & Partners 279 279 UNCH 0.00%
Fortitude Family Office LLC 402 402 UNCH 0.00%
Aquamarine Zurich AG 210,000 210,000 UNCH 0.00%
Stephens Consulting LLC 258 258 UNCH 0.00%
Glass Jacobson Investment Advisors llc 1,085 1,085 UNCH 0.00%
Mendota Financial Group LLC 40 40 UNCH 0.00%
LGT Financial Advisors LLC 207 207 UNCH 0.00%
Financial Freedom LLC 440 440 UNCH 0.00%
Tanglewood Legacy Advisors LLC 1,247 1,247 UNCH 0.00%
Midwest Financial Group LLC 2,723 2,723 UNCH 0.00%
Prairie Sky Financial Group LLC 4,181 4,181 UNCH 0.00%
Cherry Tree Wealth Management LLC 2,675 2,675 UNCH 0.00%
Arcataur Capital Management LLC 1,975 1,975 UNCH 0.00%
Silvia Mccoll Wealth Management LLC 1,165 1,165 UNCH 0.00%
WFA Asset Management Corp 161 161 UNCH 0.00%
Exchange Bank 3,109 3,109 UNCH 0.00%
PFS Partners LLC 75 75 UNCH 0.00%
Harbour Trust & Investment Management Co 1,773 1,773 UNCH 0.00%
Sentry LLC 4,591 4,591 UNCH 0.00%
Naples Money Management LLC 301 301 UNCH 0.00%
Precedent Wealth Partners LLC 1,757 1,757 UNCH 0.00%
Wetzel Investment Advisors Inc. 60 60 UNCH 0.00%
ORBA Wealth Advisors L.L.C. 2,004 2,004 UNCH 0.00%
PFC Capital Group Inc. 2,700 2,700 UNCH 0.00%
Sachetta LLC 153 153 UNCH 0.00%
Prairieview Wealth Partners LLC 1,818 1,818 UNCH 0.00%
Private Wealth Management Group LLC 321 321 UNCH 0.00%
1858 Wealth Management LLC 2,877 2,877 UNCH 0.00%
Transcendent Capital Group LLC 200 200 UNCH 0.00%
American Capital Advisory LLC 101 101 UNCH 0.00%
13F Filers Decreasing AXP Share Count
Atticus Wealth Management LLC 2,600 100 -2,500 -96.15%
Baldwin Brothers Inc. MA 155 8 -147 -94.84%
International Assets Investment Management LLC 54,832 3,356 -51,476 -93.88%
Overbrook Management Corp 23,437 1,583 -21,854 -93.25%
Hollencrest Capital Management 2,601 327 -2,274 -87.43%
Financial Connections Group Inc. 1,834 334 -1,500 -81.79%
UMB Bank N A MO 162,863 43,929 -118,934 -73.03%
Prestige Wealth Management Group LLC 2,468 682 -1,786 -72.37%
Congress Wealth Management LLC DE 10,046 3,478 -6,568 -65.38%
Founders Financial Securities LLC 3,885 1,475 -2,410 -62.03%
Perpetual Ltd 3,408 1,444 -1,964 -57.63%
WBI Investments 3,873 1,659 -2,214 -57.16%
Fairman Group LLC 510 220 -290 -56.86%
New England Capital Financial Advisors LLC 1,875 812 -1,063 -56.69%
FDx Advisors Inc. 5,303 2,427 -2,876 -54.23%
Boston Common Asset Management LLC 101,856 54,040 -47,816 -46.94%
Sippican Capital Advisors 4,659 2,559 -2,100 -45.07%
United Asset Strategies Inc. 9,443 5,234 -4,209 -44.57%
Olstein Capital Management L.P. 31,000 18,500 -12,500 -40.32%
Cranbrook Wealth Management LLC 105 63 -42 -40.00%
Summit Global Investments 4,190 2,516 -1,674 -39.95%
Tsfg LLC 46 28 -18 -39.13%
Park Place Capital Corp 158 97 -61 -38.61%
Cullinan Associates Inc. 110,087 67,649 -42,438 -38.55%
SPF Beheer BV 269,120 166,757 -102,363 -38.04%
Tritonpoint Wealth LLC 3,921 2,588 -1,333 -34.00%
Jag Capital Management LLC 27,050 17,870 -9,180 -33.94%
Wsfs Capital Management LLC 7,183 4,834 -2,349 -32.70%
MCF Advisors LLC 3,918 2,707 -1,211 -30.91%
Asahi Life Asset Management CO. LTD. 17,528 12,368 -5,160 -29.44%
Wright Investors Service Inc. 25,078 17,886 -7,192 -28.68%
Jennison Associates LLC 59,117 42,195 -16,922 -28.62%
Ariston Services Group 2,124 1,525 -599 -28.20%
Mezzasalma Advisors LLC 2,525 1,815 -710 -28.12%
Everett Harris & Co. CA 9,845 7,188 -2,657 -26.99%
JTC Employer Solutions Trusteee Ltd 37,500 27,500 -10,000 -26.67%
PayPay Securities Corp 19 14 -5 -26.32%
Nicholas Hoffman & Company LLC. 11,531 8,598 -2,933 -25.44%
Tobam 3,326 2,482 -844 -25.38%
First Financialcorp IN 1,106 827 -279 -25.23%
Ellis Investment Partners LLC 3,971 2,972 -999 -25.16%
Drive Wealth Management LLC 1,782 1,337 -445 -24.97%
Trifecta Capital Advisors LLC 887 666 -221 -24.92%
Banyan Capital Management Inc. 63,119 47,550 -15,569 -24.67%
Gradient Investments LLC 98,115 74,182 -23,933 -24.39%
Verdence Capital Advisors LLC 22,208 16,940 -5,268 -23.72%
Union Savings Bank 3,821 2,918 -903 -23.63%
AdvisorNet Financial Inc 535 409 -126 -23.55%
Heritage Investment Group Inc. 2,179 1,681 -498 -22.85%
Wela Strategies Inc. 2,233 1,765 -468 -20.96%
Mn Services Vermogensbeheer B.V. 298,112 235,712 -62,400 -20.93%
Planning Capital Management Corp 544 434 -110 -20.22%
Ausdal Financial Partners Inc. 1,175 938 -237 -20.17%
Strategic Advocates LLC 6,889 5,500 -1,389 -20.16%
DNB Asset Management AS 162,321 129,664 -32,657 -20.12%
LB Partners LLC 40,000 32,000 -8,000 -20.00%
AFT Forsyth & Company Inc. 2,811 2,261 -550 -19.57%
Sequoia Financial Advisors LLC 14,850 12,122 -2,728 -18.37%
Brown Advisory Inc. 618,508 507,582 -110,926 -17.93%
Arkadios Wealth Advisors 2,601 2,138 -463 -17.80%
SeaCrest Wealth Management LLC 3,641 3,012 -629 -17.28%
Capital Management Associates NY 5,170 4,308 -862 -16.67%
Sendero Wealth Management LLC 20,080 16,748 -3,332 -16.59%
Annex Advisory Services LLC 1,821 1,528 -293 -16.09%
Means Investment CO. Inc. 2,094 1,762 -332 -15.85%
First National Trust Co 11,058 9,319 -1,739 -15.73%
Amalgamated Bank 143,332 121,508 -21,824 -15.23%
Victory Capital Management Inc. 693,258 588,031 -105,227 -15.18%
Connable Office Inc. 17,803 15,149 -2,654 -14.91%
MEMBERS Trust Co 2,379 2,028 -351 -14.75%
ST Germain D J Co. Inc. 38,911 33,221 -5,690 -14.62%
Narwhal Capital Management 69,001 59,223 -9,778 -14.17%
RSM US Wealth Management LLC 5,640 4,843 -797 -14.13%
Hodges Capital Management Inc. 21,827 18,777 -3,050 -13.97%
Goelzer Investment Management Inc. 18,141 15,720 -2,421 -13.35%
Global Trust Asset Management LLC 2,999 2,599 -400 -13.34%
Diversified Trust Co 71,244 61,825 -9,419 -13.22%
Xcel Wealth Management LLC 11,773 10,223 -1,550 -13.17%
Strategic Advisors LLC 5,244 4,559 -685 -13.06%
Clarius Group LLC 4,873 4,240 -633 -12.99%
Country Trust Bank 162,948 141,853 -21,095 -12.95%
Capital Investment Advisors LLC 122,615 106,787 -15,828 -12.91%
Western Wealth Management LLC 8,258 7,237 -1,021 -12.36%
Financial Synergies Wealth Advisors Inc. 33 29 -4 -12.12%
Argus Investors Counsel Inc. 11,470 10,082 -1,388 -12.10%
KRS Capital Management LLC 6,090 5,364 -726 -11.92%
Strata Wealth Advisors LLC 17,479 15,412 -2,067 -11.83%
Acropolis Investment Management LLC 2,844 2,517 -327 -11.50%
Slocum Gordon & Co LLP 533 473 -60 -11.26%
Investors Asset Management of Georgia Inc. GA ADV 9,600 8,528 -1,072 -11.17%
Hexagon Capital Partners LLC 1,490 1,324 -166 -11.14%
First Dallas Securities Inc. 13,374 11,899 -1,475 -11.03%
Maj Invest Holding A S 1,221,893 1,089,992 -131,901 -10.79%
Sapient Capital LLC 2,723 2,430 -293 -10.76%
Gryphon Financial Partners LLC 1,219 1,089 -130 -10.66%
First Personal Financial Services 1,894 1,694 -200 -10.56%
LongView Wealth Management 3,213 2,879 -334 -10.40%
Trinity Legacy Partners LLC 24,176 21,680 -2,496 -10.32%
Portside Wealth Group LLC 3,441 3,090 -351 -10.20%
OneAscent Financial Services LLC 1,570 1,412 -158 -10.06%
Hall Laurie J Trustee 1,449 1,304 -145 -10.01%
Exchange Traded Concepts LLC 42,339 38,123 -4,216 -9.96%
Cottonwood Capital Advisors LLC 1,355 1,223 -132 -9.74%
Canandaigua National Bank & Trust Co. 16,385 14,793 -1,592 -9.72%
Agate Pass Investment Management LLC 2,420 2,185 -235 -9.71%
KWB Wealth 10,892 9,838 -1,054 -9.68%
Tower Bridge Advisors 15,077 13,627 -1,450 -9.62%
Mirador Capital Partners LP 1,444 1,306 -138 -9.56%
Fifth Third Bancorp 202,356 183,442 -18,914 -9.35%
OLD National Bancorp IN 5,641 5,114 -527 -9.34%
Farmers & Merchants Trust Co of Chambersburg PA 758 688 -70 -9.23%
Huntington National Bank 161,032 146,249 -14,783 -9.18%
Cambiar Investors LLC 318,263 289,113 -29,150 -9.16%
Eads & Heald Wealth Management 14,358 13,082 -1,276 -8.89%
Franklin Street Advisors Inc. NC 134,279 122,548 -11,731 -8.74%
Assenagon Asset Management S.A. 28,810 26,312 -2,498 -8.67%
Arden Trust Co 1,515 1,385 -130 -8.58%
Signet Investment Advisory Group Inc. 9,140 8,361 -779 -8.52%
Rehmann Capital Advisory Group 14,128 12,924 -1,204 -8.52%
Harel Insurance Investments & Financial Services Ltd. 1,059 969 -90 -8.50%
Outlook Wealth Advisors LLC 3,360 3,090 -270 -8.04%
Derbend Asset Management 6,168 5,685 -483 -7.83%
Mather Group LLC. 5,910 5,450 -460 -7.78%
Arcadia Investment Management Corp MI 28,164 25,975 -2,189 -7.77%
Fjarde AP Fonden Fourth Swedish National Pension Fund 98,163 90,563 -7,600 -7.74%
Impax Asset Management Group plc 13,409 12,376 -1,033 -7.70%
Securian Asset Management Inc 36,461 33,682 -2,779 -7.62%
CENTRAL TRUST Co 40,343 37,426 -2,917 -7.23%
Van ECK Associates Corp 53,111 49,274 -3,837 -7.22%
Equitable Trust Co. 121,423 112,658 -8,765 -7.22%
Buckley Wealth Management LLC 1,237 1,151 -86 -6.95%
Greenwood Capital Associates LLC 1,918 1,786 -132 -6.88%
Stone Point Wealth LLC 19,041 17,737 -1,304 -6.85%
Peoples Financial Services CORP. 13,571 12,647 -924 -6.81%
Blue Zone Wealth Advisors LLC 9,041 8,447 -594 -6.57%
Intellectus Partners LLC 8,396 7,846 -550 -6.55%
New Mexico Educational Retirement Board 30,963 28,963 -2,000 -6.46%
First Interstate Bank 28,878 27,040 -1,838 -6.36%
Chemung Canal Trust Co. 44,797 41,970 -2,827 -6.31%
One Day In July LLC 1,193 1,118 -75 -6.29%
Premier Path Wealth Partners LLC 4,854 4,551 -303 -6.24%
Patten Group Inc. 2,280 2,140 -140 -6.14%
Strategic Investment Advisors MI 6,181 5,806 -375 -6.07%
Hennion & Walsh Asset Management Inc. 18,409 17,303 -1,106 -6.01%
MeadowBrook Investment Advisors LLC 5,863 5,518 -345 -5.88%
SYSTM Wealth Solutions LLC 3,319 3,132 -187 -5.63%
Strategic Blueprint LLC 2,935 2,770 -165 -5.62%
Wesleyan Assurance Society 69,800 65,900 -3,900 -5.59%
Moody National Bank Trust Division 11,697 11,043 -654 -5.59%
State of New Jersey Common Pension Fund D 357,685 337,718 -19,967 -5.58%
Sumitomo Mitsui Trust Holdings Inc. 1,789,614 1,690,528 -99,086 -5.54%
Asset Management One Co. Ltd. 336,489 317,842 -18,647 -5.54%
Palisade Asset Management LLC 7,998 7,558 -440 -5.50%
Guardian Investment Management 4,617 4,367 -250 -5.41%
Park National Corp OH 19,289 18,249 -1,040 -5.39%
Ridgecrest Wealth Partners LLC 2,338 2,213 -125 -5.35%
West Branch Capital LLC 934 884 -50 -5.35%
Sandy Cove Advisors LLC 1,323 1,253 -70 -5.29%
Five Oceans Advisors 1,616 1,531 -85 -5.26%
Ballast Advisors LLC 2,510 2,380 -130 -5.18%
Proequities Inc. 13,780 13,078 -702 -5.09%
Burke & Herbert Bank & Trust Co. 5,198 4,934 -264 -5.08%
Bruce G. Allen Investments LLC 696 661 -35 -5.03%
Mountain Pacific Investment Advisers Inc. ID 2,000 1,900 -100 -5.00%
Evanson Asset Management LLC 4,195 3,986 -209 -4.98%
Financial Management Network Inc. 3,326 3,163 -163 -4.90%
Bank of New York Mellon Corp 5,057,633 4,809,725 -247,908 -4.90%
WASHINGTON TRUST Co 4,894 4,656 -238 -4.86%
Central Bank & Trust Co. 2,107 2,006 -101 -4.79%
Trust Co. of Toledo NA OH 12,092 11,516 -576 -4.76%
Hartford Investment Management Co. 38,799 36,977 -1,822 -4.70%
Doliver Advisors LP 2,881 2,749 -132 -4.58%
Plimoth Trust Co. LLC 10,562 10,083 -479 -4.54%
Moisand Fitzgerald Tamayo LLC 2,449 2,338 -111 -4.53%
Gulf International Bank UK Ltd 51,892 49,568 -2,324 -4.48%
JNBA Financial Advisors 1,427 1,364 -63 -4.41%
State of Alaska Department of Revenue 73,636 70,396 -3,240 -4.40%
Louisiana State Employees Retirement System 34,800 33,300 -1,500 -4.31%
Eagle Rock Investment Company LLC 54,409 52,103 -2,306 -4.24%
Citizens National Bank Trust Department 8,394 8,039 -355 -4.23%
Gateway Investment Advisers LLC 8,754 8,386 -368 -4.20%
Forza Wealth Management LLC 1,678 1,608 -70 -4.17%
Moloney Securities Asset Management LLC 8,503 8,153 -350 -4.12%
Stock Yards Bank & Trust Co. 10,183 9,763 -420 -4.12%
Regent Peak Wealth Advisors LLC 1,199 1,150 -49 -4.09%
Zurcher Kantonalbank Zurich Cantonalbank 320,801 307,751 -13,050 -4.07%
Family Capital Trust Co 43,354 41,595 -1,759 -4.06%
Benson Investment Management Company Inc. 22,975 22,047 -928 -4.04%
Atlantic Union Bankshares Corp 33,188 31,851 -1,337 -4.03%
Perigon Wealth Management LLC 56,947 54,662 -2,285 -4.01%
Bridges Investment Management Inc. 1,250 1,200 -50 -4.00%
Fort Pitt Capital Group LLC 3,231 3,102 -129 -3.99%
St. Johns Investment Management Company LLC 11,201 10,754 -447 -3.99%
Wellington Shields Capital Management LLC 33,071 31,750 -1,321 -3.99%
Childress Capital Advisors LLC 2,528 2,430 -98 -3.88%
Wedge Capital Management L L P NC 1,172 1,127 -45 -3.84%
Braun Stacey Associates Inc. 114,827 110,419 -4,408 -3.84%
Ninety One UK Ltd 204,057 196,550 -7,507 -3.68%
Klingenstein Fields & Co. LP 101,209 97,511 -3,698 -3.65%
Tyche Wealth Partners LLC 1,379 1,329 -50 -3.63%
Berkshire Bank 9,536 9,190 -346 -3.63%
Heritage Investors Management Corp 185,790 179,068 -6,722 -3.62%
Boston Trust Walden Corp 237,959 229,509 -8,450 -3.55%
GLOBALT Investments LLC GA 8,077 7,795 -282 -3.49%
Symphony Financial Ltd. Co. 7,019 6,779 -240 -3.42%
Noesis Capital Mangement Corp 102,903 99,401 -3,502 -3.40%
Legal Advantage Investments Inc. 3,000 2,900 -100 -3.33%
FirstPurpose Wealth LLC 3,110 3,007 -103 -3.31%
Regions Financial Corp 147,020 142,178 -4,842 -3.29%
Factory Mutual Insurance Co. 115,900 112,100 -3,800 -3.28%
Troy Asset Management Ltd 872,229 844,856 -27,373 -3.14%
Stokes Capital Advisors LLC 31,575 30,592 -983 -3.11%
Rockland Trust Co. 10,246 9,928 -318 -3.10%
M&R Capital Management Inc. 2,292 2,222 -70 -3.05%
Bank of Stockton 12,402 12,033 -369 -2.98%
BKD Wealth Advisors LLC 11,308 10,972 -336 -2.97%
Accurate Wealth Management LLC 2,059 1,998 -61 -2.96%
Nilsine Partners LLC 2,929 2,843 -86 -2.94%
Clifford Swan Investment Counsel LLC 121,133 117,577 -3,556 -2.94%
Sumitomo Life Insurance Co. 20,078 19,490 -588 -2.93%
Liberty Wealth Management LLC 1,573 1,527 -46 -2.92%
Allspring Global Investments Holdings LLC 54,289 52,723 -1,566 -2.88%
IFM Investors Pty Ltd 125,817 122,196 -3,621 -2.88%
Investment Advisory Services Inc. TX ADV 14,179 13,777 -402 -2.84%
Whittier Trust Co. 74,059 71,961 -2,098 -2.83%
Hemington Wealth Management 1,562 1,518 -44 -2.82%
Regatta Capital Group LLC 2,568 2,497 -71 -2.76%
California Public Employees Retirement System 1,069,092 1,039,843 -29,249 -2.74%
Mutual of America Capital Management LLC 77,079 74,976 -2,103 -2.73%
New York State Teachers Retirement System 599,493 583,198 -16,295 -2.72%
Yousif Capital Management LLC 85,000 82,695 -2,305 -2.71%
Leavell Investment Management Inc. 4,547 4,425 -122 -2.68%
Townsend & Associates Inc 14,028 13,656 -372 -2.65%
Conning Inc. 4,520 4,400 -120 -2.65%
Banque Cantonale Vaudoise 36,624 35,672 -952 -2.60%
Cullen Investment Group LTD. 13,130 12,788 -342 -2.60%
Stewart & Patten Co. LLC 130,235 126,870 -3,365 -2.58%
Meridian Wealth Management LLC 3,094 3,015 -79 -2.55%
Woodmont Investment Counsel LLC 9,304 9,067 -237 -2.55%
Douglas Lane & Associates LLC 632,322 616,314 -16,008 -2.53%
Wealth Enhancement Advisory Services LLC 320,944 312,830 -8,114 -2.53%
Putnam FL Investment Management Co. 6,642 6,474 -168 -2.53%
Retireful LLC 7,607 7,415 -192 -2.52%
G&S Capital LLC 2,210 2,155 -55 -2.49%
Arlington Trust Co LLC 649 633 -16 -2.47%
Whitener Capital Management Inc. 2,060 2,010 -50 -2.43%
Defined Wealth Management LLC 3,429 3,347 -82 -2.39%
Independence Bank of Kentucky 1,065 1,040 -25 -2.35%
Stratos Wealth Partners LTD. 30,893 30,176 -717 -2.32%
Connecticut Wealth Management LLC 1,517 1,482 -35 -2.31%
Wellington Shields & Co. LLC 4,320 4,220 -100 -2.31%
Channel Wealth LLC 1,389 1,357 -32 -2.30%
Householder Group Estate & Retirement Specialist LLC 4,218 4,122 -96 -2.28%
Gilman Hill Asset Management LLC 20,537 20,068 -469 -2.28%
Perennial Advisors LLC 51,848 50,684 -1,164 -2.25%
180 Wealth Advisors LLC 1,725 1,687 -38 -2.20%
Intrinsic Value Partners LLC 14,649 14,330 -319 -2.18%
Alhambra Investment Partners LLC 4,255 4,165 -90 -2.12%
Fortune Financial Advisors LLC 2,842 2,782 -60 -2.11%
Rosenberg Matthew Hamilton 1,140 1,116 -24 -2.11%
Cacti Asset Management LLC 437,676 428,536 -9,140 -2.09%
Hanson & Doremus Investment Management 2,824 2,765 -59 -2.09%
Cornell Pochily Investment Advisors Inc. 1,632 1,598 -34 -2.08%
Delta Financial Group Inc. 4,649 4,558 -91 -1.96%
9258 Wealth Management LLC 2,398 2,351 -47 -1.96%
QV Investors Inc. 11,530 11,310 -220 -1.91%
Founders Capital Management LLC 82,025 80,468 -1,557 -1.90%
First Hawaiian Bank 23,941 23,487 -454 -1.90%
Cubic Asset Management LLC 36,105 35,433 -672 -1.86%
Abner Herrman & Brock LLC 81,844 80,334 -1,510 -1.84%
Norman Fields Gottscho Capital Management LLC 36,306 35,643 -663 -1.83%
Chapman Investment Management LLC 22,334 21,935 -399 -1.79%
Checchi Capital Advisers LLC 6,577 6,461 -116 -1.76%
SJS Investment Consulting Inc. 58 57 -1 -1.72%
NorthCrest Asset Manangement LLC 103,140 101,377 -1,763 -1.71%
BLB&B Advisors LLC 11,622 11,427 -195 -1.68%
AHL Investment Management Inc. 12,596 12,386 -210 -1.67%
Osborne Partners Capital Management LLC 8,361 8,221 -140 -1.67%
Greenfield Savings Bank 13,440 13,219 -221 -1.64%
Cary Street Partners Asset Management LLC 3,089 3,039 -50 -1.62%
Oliver Luxxe Assets LLC 19,480 19,171 -309 -1.59%
WoodTrust Financial Corp 41,895 41,232 -663 -1.58%
Sawyer & Company Inc 12,845 12,645 -200 -1.56%
Griffin Asset Management Inc. 58,043 57,135 -908 -1.56%
Altfest L J & Co. Inc. 3,240 3,191 -49 -1.51%
Cigna Investments Inc. New 6,253 6,159 -94 -1.50%
Confluence Wealth Services Inc. 5,045 4,971 -74 -1.47%
Probity Advisors Inc. 1,091 1,075 -16 -1.47%
Benjamin F. Edwards & Company Inc. 26,852 26,462 -390 -1.45%
Commerce Bank 133,803 131,889 -1,914 -1.43%
Pinnacle Associates Ltd. 192,814 190,095 -2,719 -1.41%
US Asset Management LLC 3,505 3,456 -49 -1.40%
Valeo Financial Advisors LLC 15,617 15,404 -213 -1.36%
Asset Dedication LLC 35,115 34,670 -445 -1.27%
Schaper Benz & Wise Investment Counsel Inc. WI 135,119 133,415 -1,704 -1.26%
Reliant Investment Management LLC 26,047 25,722 -325 -1.25%
Nelson Van Denburg & Campbell Wealth Management Group LLC 18,898 18,665 -233 -1.23%
Bay Harbor Wealth Management LLC 421 416 -5 -1.19%
Neville Rodie & Shaw Inc. 47,497 46,947 -550 -1.16%
Busey Wealth Management 6,747 6,670 -77 -1.14%
Boltwood Capital Management 8,050 7,960 -90 -1.12%
Bill Few Associates Inc. 17,705 17,510 -195 -1.10%
Sky Investment Group LLC 50,649 50,094 -555 -1.10%
Salvus Wealth Management LLC 21,146 20,916 -230 -1.09%
Constitution Capital LLC 9,550 9,450 -100 -1.05%
Elevated Capital Advisors LLC 1,521 1,505 -16 -1.05%
Carret Asset Management LLC 58,124 57,519 -605 -1.04%
Steigerwald Gordon & Koch Inc. 1,647 1,630 -17 -1.03%
Aries Wealth Management 3,649 3,614 -35 -0.96%
Sivia Capital Partners LLC 1,606 1,591 -15 -0.93%
Welch & Forbes LLC 89,890 89,063 -827 -0.92%
Financial Security Advisor Inc. 9,926 9,836 -90 -0.91%
Radnor Capital Management LLC 40,007 39,644 -363 -0.91%
Howland Capital Management LLC 2,409 2,387 -22 -0.91%
Davis Investment Partners LLC 6,988 6,927 -61 -0.87%
NBT Bank N A NY 19,845 19,672 -173 -0.87%
Financial Perspectives Inc 232 230 -2 -0.86%
Lodestone Wealth Management LLC 16,687 16,543 -144 -0.86%
Integrated Investment Consultants LLC 1,772 1,757 -15 -0.85%
Pavion Blue Capital LLC 30,973 30,715 -258 -0.83%
Phoenix Wealth Advisors 2,072 2,055 -17 -0.82%
Principal Financial Group Inc. 644,119 638,928 -5,191 -0.81%
Team Hewins LLC 6,285 6,235 -50 -0.80%
Bouvel Investment Partners LLC 29,102 28,870 -232 -0.80%
GHP Investment Advisors Inc. 59,143 58,670 -473 -0.80%
Jacobs & Co. CA 40,808 40,483 -325 -0.80%
KFA Private Wealth Group LLC 1,512 1,500 -12 -0.79%
ZWJ Investment Counsel Inc. 180,094 178,696 -1,398 -0.78%
Cohen Klingenstein LLC 197,164 195,741 -1,423 -0.72%
Cobblestone Capital Advisors LLC NY 99,016 98,303 -713 -0.72%
Blume Capital Management Inc. 2,099 2,084 -15 -0.71%
Woodstock Corp 6,448 6,402 -46 -0.71%
Bank Hapoalim BM 2,890 2,870 -20 -0.69%
McLean Asset Management Corp 2,488 2,471 -17 -0.68%
Twelve Points Wealth Management LLC 4,568 4,538 -30 -0.66%
Mathes Company Inc. 17,315 17,200 -115 -0.66%
Advisors Management Group Inc. ADV 1,369 1,360 -9 -0.66%
Purus Wealth Management LLC 3,128 3,108 -20 -0.64%
Oakworth Capital Inc. 3,897 3,872 -25 -0.64%
Buttonwood Financial Advisors Inc. 11,048 10,984 -64 -0.58%
State of Michigan Retirement System 157,577 156,677 -900 -0.57%
Stonegate Investment Group LLC 21,772 21,651 -121 -0.56%
Davy Global Fund Management Ltd 48,720 48,450 -270 -0.55%
Convergence Investment Partners LLC 1,316 1,309 -7 -0.53%
Beese Fulmer Investment Management Inc. 15,534 15,453 -81 -0.52%
Greystone Financial Group LLC 43,431 43,213 -218 -0.50%
Essex Investment Management Co. LLC 6,796 6,762 -34 -0.50%
Institute for Wealth Management LLC. 9,475 9,429 -46 -0.49%
Bull Street Advisors LLC 11,727 11,672 -55 -0.47%
Compass Ion Advisors LLC 1,497 1,490 -7 -0.47%
Orrstown Financial Services Inc. 4,494 4,473 -21 -0.47%
True North Advisors LLC 1,155 1,150 -5 -0.43%
Janney Montgomery Scott LLC 178,307 177,563 -744 -0.42%
Deane Retirement Strategies Inc. 11,133 11,087 -46 -0.41%
Naples Global Advisors LLC 22,291 22,199 -92 -0.41%
Mitchell Mcleod Pugh & Williams Inc. 11,728 11,681 -47 -0.40%
First Affirmative Financial Network 4,504 4,488 -16 -0.36%
Pinnacle Wealth Management Advisory Group LLC 23,397 23,313 -84 -0.36%
Monte Financial Group LLC 7,075 7,050 -25 -0.35%
Callahan Advisors LLC 17,957 17,899 -58 -0.32%
Hosking Partners LLP 307,353 306,401 -952 -0.31%
Kinneret Advisory LLC 43,795 43,659 -136 -0.31%
Warther Private Wealth LLC 29,527 29,439 -88 -0.30%
Mount Vernon Associates Inc. MD 18,146 18,091 -55 -0.30%
Cary Street Partners Investment Advisory LLC 27,278 27,202 -76 -0.28%
LaFleur & Godfrey LLC 20,814 20,764 -50 -0.24%
Czech National Bank 100,843 100,619 -224 -0.22%
Courier Capital LLC 18,890 18,850 -40 -0.21%
Piscataqua Savings Bank 6,891 6,878 -13 -0.19%
Brave Asset Management Inc. 16,038 16,009 -29 -0.18%
Carmel Capital Partners LLC 1,203 1,201 -2 -0.17%
Chesley Taft & Associates LLC 94,715 94,555 -160 -0.17%
Parthenon LLC 69,674 69,554 -120 -0.17%
Selway Asset Management 18,137 18,107 -30 -0.17%
Allen Mooney & Barnes Investment Advisors LLC 72,240 72,128 -112 -0.16%
Bfsg LLC 21,124 21,092 -32 -0.15%
Retirement Systems of Alabama 480,181 479,517 -664 -0.14%
Caldwell Sutter Capital Inc. 7,352 7,342 -10 -0.14%
Empower Advisory Group LLC 11,172 11,158 -14 -0.13%
Argent Advisors Inc. 8,983 8,971 -12 -0.13%
Insight Inv LLC 12,696 12,681 -15 -0.12%
McElhenny Sheffield Capital Management LLC 1,625 1,623 -2 -0.12%
Compass Wealth Management LLC 15,084 15,068 -16 -0.11%
CAPROCK Group Inc. 13,417 13,404 -13 -0.10%
BayBridge Capital Group LLC 5,860 5,855 -5 -0.09%
Daymark Wealth Partners LLC 100,333 100,267 -66 -0.07%
Mill Capital Management LLC 127,429 127,362 -67 -0.05%
Cedar Brook Financial Partners LLC 1,979 1,978 -1 -0.05%
Adirondack Trust Co. 2,172 2,171 -1 -0.05%
Legacy Trust 32,647 32,637 -10 -0.03%
Kanawha Capital Management LLC 14,552 14,550 -2 -0.01%
Folger Nolan Fleming Douglas Capital Management Inc. 27,389 27,385 -4 -0.01%
13F Filers Exiting AXP
Ables Iannone Moore & Associates Inc. 250 0 -250 -100.00%
Unique Wealth Strategies LLC 2,191 0 -2,191 -100.00%
BKM Wealth Management LLC 150 0 -150 -100.00%
Turtle Creek Wealth Advisors LLC 393 0 -393 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 1,137 0 -1,137 -100.00%
United Community Bank 4,502 0 -4,502 -100.00%
CGC Financial Services LLC 95 0 -95 -100.00%
Lecap Asset Management Ltd. 6,021 0 -6,021 -100.00%
Consolidated Portfolio Review Corp 1,677 0 -1,677 -100.00%
Arista Wealth Management LLC 1,853 0 -1,853 -100.00%
Fidelis Capital Partners LLC 2,891 0 -2,891 -100.00%
James J. Burns & Company LLC 1,135 0 -1,135 -100.00%
Granite Bay Wealth Management LLC 6,300 0 -6,300 -100.00%
Riverwater Partners LLC 1,721 0 -1,721 -100.00%
Level Financial Advisors Inc. 105 0 -105 -100.00%
Oak Harvest Investment Services 4,394 0 -4,394 -100.00%
Planned Solutions Inc. 324 0 -324 -100.00%
Tennessee Valley Asset Management Partners 150 0 -150 -100.00%
PSI Advisors LLC 85 0 -85 -100.00%
KG&L Capital Management LLC 1,265 0 -1,265 -100.00%
Summit Financial LLC 3,653 0 -3,653 -100.00%
Financial Advocates Investment Management 1,331 0 -1,331 -100.00%
First Command Advisory Services Inc. 5,364 0 -5,364 -100.00%
Transform Wealth LLC 3,488 0 -3,488 -100.00%
Glassman Wealth Services 2,170 0 -2,170 -100.00%
Lowe Wealth Advisors LLC 20 0 -20 -100.00%
Verity & Verity LLC 1,874 0 -1,874 -100.00%
CapWealth Advisors LLC 1,459 0 -1,459 -100.00%
GFS Advisors LLC 25,720 0 -25,720 -100.00%
Arlington Partners LLC 64 0 -64 -100.00%
GSA Capital Partners LLP 2,854 0 -2,854 -100.00%
Private Capital Advisors Inc. 1,437 0 -1,437 -100.00%
Alpine Woods Capital Investors LLC 6,300 0 -6,300 -100.00%
Riverbridge Partners LLC 2,690 0 -2,690 -100.00%
University of Texas Texas AM Investment Managment Co. 53 0 -53 -100.00%
Hartline Investment Corp 9,181 0 -9,181 -100.00%

See Summary: Institutional Holders of AXP
See Details: Top 10 Hedge Funds Holding AXP
Also See: AXP Insider Buying

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