AMERICAN EXPRESS CO

01

Cacti Asset Management LLC

7.17% NEW

α +12.7pts

02

Intrinsic Value Partners, LLC

2.09% held

α +13.8pts

03

Elefante Mark B

1.79% held

α +10.8pts

04

Capital Markets Trading UK LLP

1.43% held

α +19.5pts

05

River Road Asset Management, LLC

1.30% NEW

α +12.9pts

06

Level Financial Advisors

1.15% NEW

α +30.9pts

07

GM Advisory Group, LLC

0.95% held

α +16.5pts

08

Fruth Investment Management

0.88% held

α +79.5pts

09

Aigen Investment Management, LP

0.71% NEW

α +50.5pts

10

Bradley Foster & Sargent INC

0.64% NEW

α +11.1pts

11

MFA Wealth Services

0.60% NEW

α +16.2pts

12

JTC Employer Solutions Trustee Ltd

0.57% held

α +22.6pts

13

Condor Capital Management

0.53% NEW

α +23.6pts

14

Pittenger & Anderson Inc.

0.40% NEW

α +21.3pts

15

Beverly Hills Private Wealth, LLC

0.34% NEW

α +10.4pts

16

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.33% NEW

α +27.5pts

17

Terra Nova Asset Management LLC

0.32% NEW

α +11.1pts

18

Courier Capital LLC

0.32% NEW

α +14.9pts

19

Voloridge Investment Management, LLC

0.31% NEW

α +15.5pts

20

Choate Investment Advisors

0.28% NEW

α +13.8pts

21

Legacy Wealth Management, LLC / MS

0.26% NEW

α +14.9pts

22

Nisa Investment Advisors, LLC

0.25% held

α +16.6pts

23

Connor, Clark & Lunn Investment Management Ltd.

0.25% NEW

α +12.3pts

24

Costello Asset Management, INC

0.24% held

α +14.3pts

25

Venture Visionary Partners LLC

0.24% NEW

α +10.3pts

26

Wellington Management Group LLP

0.24% held

α +10.5pts

27

Merrion Investment Management Co, LLC

0.23% held

α +16.0pts

28

Delta Financial Advisors LLC

0.23% NEW

α +18.1pts

29

Fiduciary Alliance LLC

0.21% held

α +16.8pts

30

ELCO Management Co., LLC

0.20% NEW

α +10.8pts

31

Citigroup Inc.

0.20% NEW

α +26.3pts

32

Erste Asset Management GmbH

0.19% NEW

α +33.4pts

33

Eventide Asset Management, LLC

0.18% NEW

α +22.5pts

34

ProVise Management Group, LLC

0.18% NEW

α +11.2pts

35

WINTON GROUP Ltd

0.16% NEW

α +27.0pts

36

Semper Augustus Investments Group LLC

0.12% held

α +11.6pts

37

Principal Securities, Inc.

0.12% held

α +21.3pts

38

Fulton Bank, N.a.

0.11% NEW

α +23.8pts

39

Cypress Capital Group

0.09% held

α +12.6pts

40

Svb Wealth LLC

0.09% held

α +29.6pts

41

Narus Financial Partners, LLC

0.09% held

α +11.1pts

42

RFG Advisory, LLC

0.08% held

α +16.2pts

43

Walkner Condon Financial Advisors LLC

0.05% held

α +23.7pts

44

Shufro Rose & Co. LLC

0.05% held

α +32.3pts

45

Independent Solutions Wealth Management, LLC

0.05% held

α +19.1pts

46

LM Advisors LLC

0.04% held

α +15.5pts

47

Linscomb Wealth, Inc.

0.04% held

α +32.6pts

48

Scopia Capital Management LP

0.03% held

α +10.2pts

49

Caption Management, LLC

0.02% held

α +15.5pts

50

Banco Santander, S.A.

0.02% held

α +12.6pts

51

CV Advisors LLC

0.02% held

α +29.1pts

52

Banque Pictet & Cie SA

0.02% held

α +10.3pts

53

New Age Alpha Advisors, LLC

0.01% held

α +10.8pts

54

Greenwich Wealth Management LLC

0.01% held

α +12.7pts

55

Johnson Financial Group, Inc.

0.01% held

α +14.7pts

56

Corsicana & Co.

0.00% held

α +20.0pts