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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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AXP Share Count |
|---|
| 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% |
| 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% |
| 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% |
| 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% |
| Dynamic Advisor Solutions LLC |
6,865 |
12,793 |
+5,928 |
+86.35% |
| Next Level Private LLC |
2,154 |
3,889 |
+1,735 |
+80.55% |
| Insight Wealth Strategies LLC |
11,046 |
19,047 |
+8,001 |
+72.43% |
| Game Plan Financial Advisors LLC |
80 |
130 |
+50 |
+62.50% |
| Fragasso Group Inc. |
1,224 |
1,940 |
+716 |
+58.50% |
| 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% |
| 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% |
| Zhang Financial LLC |
5,379 |
7,233 |
+1,854 |
+34.47% |
| Hudson Valley Investment Advisors Inc. ADV |
38,527 |
51,206 |
+12,679 |
+32.91% |
| McGlone Suttner Wealth Management Inc. |
2,384 |
3,123 |
+739 |
+31.00% |
| 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% |
| 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% |
| 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% |
| Lake Street Financial LLC |
5,741 |
6,848 |
+1,107 |
+19.28% |
| Lindbrook Capital LLC |
2,190 |
2,604 |
+414 |
+18.90% |
| 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% |
| Wesbanco Bank Inc. |
3,047 |
3,559 |
+512 |
+16.80% |
| UMA Financial Services Inc. |
1,147 |
1,337 |
+190 |
+16.56% |
| Voisard Asset Management Group Inc. |
305 |
355 |
+50 |
+16.39% |
| Aviance Capital Partners LLC |
12,391 |
14,391 |
+2,000 |
+16.14% |
| 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% |
| West Paces Advisors Inc. |
512 |
584 |
+72 |
+14.06% |
| Financial Management Professionals Inc. |
679 |
769 |
+90 |
+13.25% |
| Wiley BROS. Aintree Capital LLC |
10,868 |
12,274 |
+1,406 |
+12.94% |
| 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% |
| GDS Wealth Management |
47,069 |
52,529 |
+5,460 |
+11.60% |
| Cambridge Investment Research Advisors Inc. |
79,090 |
88,161 |
+9,071 |
+11.47% |
| Strategic Planning Group LLC |
8,931 |
9,926 |
+995 |
+11.14% |
| 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% |
| Stablepoint Partners LLC |
6,724 |
7,402 |
+678 |
+10.08% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| Hoxton Planning & Management LLC |
1,147 |
1,229 |
+82 |
+7.15% |
| 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% |
| Chapin Davis Inc. |
1,926 |
2,052 |
+126 |
+6.54% |
| Essex Financial Services Inc. |
3,920 |
4,169 |
+249 |
+6.35% |
| Astoria Portfolio Advisors LLC. |
1,529 |
1,625 |
+96 |
+6.28% |
| Wealthcare Advisory Partners LLC |
4,284 |
4,550 |
+266 |
+6.21% |
| Natixis Advisors L.P. |
752,313 |
796,914 |
+44,601 |
+5.93% |
| 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% |
| Sage Rhino Capital LLC |
4,220 |
4,431 |
+211 |
+5.00% |
| Private Capital Management LLC |
2,378 |
2,494 |
+116 |
+4.88% |
| Fielder Capital Group LLC |
5,681 |
5,953 |
+272 |
+4.79% |
| 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% |
| Global Retirement Partners LLC |
6,483 |
6,771 |
+288 |
+4.44% |
| 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% |
| Chicago Partners Investment Group LLC |
4,221 |
4,379 |
+158 |
+3.74% |
| 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% |
| 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% |
| Fulton Bank N.A. |
10,951 |
11,268 |
+317 |
+2.89% |
| Wealthfront Advisers LLC |
57,215 |
58,866 |
+1,651 |
+2.89% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| Valley National Advisers Inc. |
1,433 |
1,450 |
+17 |
+1.19% |
| 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% |
| 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% |
| 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% |
| 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% |
| Aua Capital Management LLC |
2,400 |
2,412 |
+12 |
+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% |
| Procyon Private Wealth Partners LLC |
5,239 |
5,258 |
+19 |
+0.36% |
| WBH Advisory Inc. |
4,047 |
4,061 |
+14 |
+0.35% |
| Dechtman Wealth Management LLC |
2,219 |
2,226 |
+7 |
+0.32% |
| Marino Stram & Associates LLC |
2,347 |
2,354 |
+7 |
+0.30% |
| Terra Nova Asset Management LLC |
1,401 |
1,405 |
+4 |
+0.29% |
| Muirfield Wealth Advisors LLC |
4,689 |
4,702 |
+13 |
+0.28% |
| Mechanics Bank Trust Department |
2,573 |
2,580 |
+7 |
+0.27% |
| 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% |
| 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% |
| Taylor Frigon Capital Management LLC |
8,513 |
8,527 |
+14 |
+0.16% |
| Partnership Wealth Management LLC |
2,749 |
2,753 |
+4 |
+0.15% |
| 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% |
| Parisi Gray Wealth Management |
6,301 |
6,305 |
+4 |
+0.06% |
| Acorn Wealth Advisors LLC |
1,612 |
1,613 |
+1 |
+0.06% |
| 626 Financial LLC |
1,831 |
1,832 |
+1 |
+0.05% |
| SignalPoint Asset Management LLC |
3,204 |
3,205 |
+1 |
+0.03% |
| 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% |
| NatWest Group plc |
0 |
24,286 |
+24,286 |
+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% |
| Vicus Capital |
0 |
1,311 |
+1,311 |
+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% |
| 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% |
| One Wealth Advisors LLC |
0 |
1,257 |
+1,257 |
+100% |
| Monument Capital Management |
0 |
966 |
+966 |
+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% |
| 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% |
| 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% |
| Latitude Advisors LLC |
0 |
910 |
+910 |
+100% |
| MBL Wealth LLC |
0 |
1,020 |
+1,020 |
+100% |
| Kowal Investment Group LLC |
0 |
1,253 |
+1,253 |
+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% |
| 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% |
| Milestone Asset Management LLC |
0 |
22,260 |
+22,260 |
+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% |
| Norden Group LLC |
0 |
28,169 |
+28,169 |
+100% |
| CJM Wealth Advisers Ltd. |
0 |
1,049 |
+1,049 |
+100% |
| CAP Partners LLC |
0 |
927 |
+927 |
+100% |
| Trust Co of the South |
0 |
1,474 |
+1,474 |
+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% |
| Davies Financial Advisors Inc. |
0 |
1,016 |
+1,016 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Meyer Handelman Co. |
34,500 |
34,500 |
UNCH |
0.00% |
| City Holding Co. |
1,640 |
1,640 |
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% |
| Godsey & Gibb Associates |
1,337 |
1,337 |
UNCH |
0.00% |
| Professional Advisory Services Inc. |
1,500 |
1,500 |
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% |
| Spirit of America Management Corp NY |
5,000 |
5,000 |
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% |
| Reinhart Partners Inc. |
1,100 |
1,100 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
3,273 |
3,273 |
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% |
| Greylin Investment Mangement Inc. |
2,150 |
2,150 |
UNCH |
0.00% |
| Strategy Asset Managers LLC |
1,658 |
1,658 |
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% |
| First Financial Bank Trust Division |
1,433 |
1,433 |
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% |
| 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% |
| 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% |
| YHB Investment Advisors Inc. |
5,941 |
5,941 |
UNCH |
0.00% |
| Northwest Bancshares Inc. |
1,509 |
1,509 |
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% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,450 |
1,450 |
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% |
| 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% |
| Cambridge Advisors Inc. |
2,910 |
2,910 |
UNCH |
0.00% |
| Lincoln Capital LLC |
15,733 |
15,733 |
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% |
| Legacy Bridge LLC |
640 |
640 |
UNCH |
0.00% |
| Symmetry Partners LLC |
4,258 |
4,258 |
UNCH |
0.00% |
| Covenant Asset Management LLC |
2,461 |
2,461 |
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% |
| 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% |
| Versant Capital Management Inc |
658 |
658 |
UNCH |
0.00% |
| Pflug Koory LLC |
4,833 |
4,833 |
UNCH |
0.00% |
| Essex Savings Bank |
3,121 |
3,121 |
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% |
| Yarbrough Capital LLC |
2,161 |
2,161 |
UNCH |
0.00% |
| Omega Financial Group LLC |
1,200 |
1,200 |
UNCH |
0.00% |
| ERn Financial LLC |
3,035 |
3,035 |
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% |
| Aurora Private Wealth Inc. |
6,362 |
6,362 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
2,000 |
2,000 |
UNCH |
0.00% |
| Cadent Capital Advisors LLC |
2,160 |
2,160 |
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% |
| 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% |
| 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% |
| Global Wealth Strategies & Associates |
272 |
272 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,571 |
1,571 |
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% |
| 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% |
| 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% |
| Precedent Wealth Partners LLC |
1,757 |
1,757 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
60 |
60 |
UNCH |
0.00% |
| Prairieview Wealth Partners LLC |
1,818 |
1,818 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
2,877 |
2,877 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
200 |
200 |
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% |
| 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% |
| Boston Common Asset Management LLC |
101,856 |
54,040 |
-47,816 |
-46.94% |
| 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% |
| 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% |
| MCF Advisors LLC |
3,918 |
2,707 |
-1,211 |
-30.91% |
| 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% |
| 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% |
| Gradient Investments LLC |
98,115 |
74,182 |
-23,933 |
-24.39% |
| Verdence Capital Advisors LLC |
22,208 |
16,940 |
-5,268 |
-23.72% |
| AdvisorNet Financial Inc |
535 |
409 |
-126 |
-23.55% |
| Wela Strategies Inc. |
2,233 |
1,765 |
-468 |
-20.96% |
| 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% |
| Brown Advisory Inc. |
618,508 |
507,582 |
-110,926 |
-17.93% |
| SeaCrest Wealth Management LLC |
3,641 |
3,012 |
-629 |
-17.28% |
| 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% |
| 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% |
| Hodges Capital Management Inc. |
21,827 |
18,777 |
-3,050 |
-13.97% |
| 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% |
| 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% |
| 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% |
| Sapient Capital LLC |
2,723 |
2,430 |
-293 |
-10.76% |
| 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% |
| 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% |
| 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% |
| Outlook Wealth Advisors LLC |
3,360 |
3,090 |
-270 |
-8.04% |
| 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% |
| Securian Asset Management Inc |
36,461 |
33,682 |
-2,779 |
-7.62% |
| CENTRAL TRUST Co |
40,343 |
37,426 |
-2,917 |
-7.23% |
| Equitable Trust Co. |
121,423 |
112,658 |
-8,765 |
-7.22% |
| Buckley Wealth Management LLC |
1,237 |
1,151 |
-86 |
-6.95% |
| Peoples Financial Services CORP. |
13,571 |
12,647 |
-924 |
-6.81% |
| Blue Zone Wealth Advisors LLC |
9,041 |
8,447 |
-594 |
-6.57% |
| New Mexico Educational Retirement Board |
30,963 |
28,963 |
-2,000 |
-6.46% |
| 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% |
| 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% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,789,614 |
1,690,528 |
-99,086 |
-5.54% |
| 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% |
| 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% |
| Gateway Investment Advisers LLC |
8,754 |
8,386 |
-368 |
-4.20% |
| Forza Wealth Management LLC |
1,678 |
1,608 |
-70 |
-4.17% |
| 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% |
| 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% |
| 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% |
| Ninety One UK Ltd |
204,057 |
196,550 |
-7,507 |
-3.68% |
| Tyche Wealth Partners LLC |
1,379 |
1,329 |
-50 |
-3.63% |
| Berkshire Bank |
9,536 |
9,190 |
-346 |
-3.63% |
| Boston Trust Walden Corp |
237,959 |
229,509 |
-8,450 |
-3.55% |
| Symphony Financial Ltd. Co. |
7,019 |
6,779 |
-240 |
-3.42% |
| 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% |
| 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% |
| 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% |
| Regatta Capital Group LLC |
2,568 |
2,497 |
-71 |
-2.76% |
| 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% |
| 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% |
| Channel Wealth LLC |
1,389 |
1,357 |
-32 |
-2.30% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| Reliant Investment Management LLC |
26,047 |
25,722 |
-325 |
-1.25% |
| 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% |
| Sivia Capital Partners LLC |
1,606 |
1,591 |
-15 |
-0.93% |
| Financial Security Advisor Inc. |
9,926 |
9,836 |
-90 |
-0.91% |
| Radnor Capital Management LLC |
40,007 |
39,644 |
-363 |
-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% |
| 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% |
| 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% |
| ZWJ Investment Counsel Inc. |
180,094 |
178,696 |
-1,398 |
-0.78% |
| Cohen Klingenstein LLC |
197,164 |
195,741 |
-1,423 |
-0.72% |
| Woodstock Corp |
6,448 |
6,402 |
-46 |
-0.71% |
| McLean Asset Management Corp |
2,488 |
2,471 |
-17 |
-0.68% |
| Twelve Points Wealth Management LLC |
4,568 |
4,538 |
-30 |
-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% |
| Beese Fulmer Investment Management Inc. |
15,534 |
15,453 |
-81 |
-0.52% |
| Greystone Financial Group LLC |
43,431 |
43,213 |
-218 |
-0.50% |
| 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% |
| Deane Retirement Strategies Inc. |
11,133 |
11,087 |
-46 |
-0.41% |
| First Affirmative Financial Network |
4,504 |
4,488 |
-16 |
-0.36% |
| Callahan Advisors LLC |
17,957 |
17,899 |
-58 |
-0.32% |
| Kinneret Advisory LLC |
43,795 |
43,659 |
-136 |
-0.31% |
| Mount Vernon Associates Inc. MD |
18,146 |
18,091 |
-55 |
-0.30% |
| 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% |
| Carmel Capital Partners LLC |
1,203 |
1,201 |
-2 |
-0.17% |
| Chesley Taft & Associates LLC |
94,715 |
94,555 |
-160 |
-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% |
| Caldwell Sutter Capital Inc. |
7,352 |
7,342 |
-10 |
-0.14% |
| McElhenny Sheffield Capital Management LLC |
1,625 |
1,623 |
-2 |
-0.12% |
| Compass Wealth Management LLC |
15,084 |
15,068 |
-16 |
-0.11% |
| BayBridge Capital Group LLC |
5,860 |
5,855 |
-5 |
-0.09% |
| Daymark Wealth Partners LLC |
100,333 |
100,267 |
-66 |
-0.07% |
| 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% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
27,389 |
27,385 |
-4 |
-0.01% |
| 13F Filers Exiting AXP |
|---|
| Unique Wealth Strategies LLC |
2,191 |
0 |
-2,191 |
-100.00% |
| BKM Wealth Management LLC |
150 |
0 |
-150 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
1,137 |
0 |
-1,137 |
-100.00% |
| CGC Financial Services LLC |
95 |
0 |
-95 |
-100.00% |
| Lecap Asset Management Ltd. |
6,021 |
0 |
-6,021 |
-100.00% |
| Arista Wealth Management LLC |
1,853 |
0 |
-1,853 |
-100.00% |
| James J. Burns & Company LLC |
1,135 |
0 |
-1,135 |
-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% |
| Transform Wealth LLC |
3,488 |
0 |
-3,488 |
-100.00% |
| Lowe Wealth Advisors LLC |
20 |
0 |
-20 |
-100.00% |
| Verity & Verity LLC |
1,874 |
0 |
-1,874 |
-100.00% |
| GFS Advisors LLC |
25,720 |
0 |
-25,720 |
-100.00% |
| Arlington Partners LLC |
64 |
0 |
-64 |
-100.00% |
| Riverbridge Partners LLC |
2,690 |
0 |
-2,690 |
-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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