Institutional Owners for AXP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS LLC / NC | COM | 1851 | $542,285 | 3,113 | 0.00 | 0.00 | 109 | 3.63 | 06-30-2023 |
| BKA WEALTH CONSULTING INC | COM | 1852 | $505,529 | 3,110 | 0.00 | 3,110 | +Inf | 03-31-2023 | |
| EXCHANGE BANK | COMMON STOCK | 1853 | $707,887 | 3,109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FORT PITT CAPITAL GROUP LLC | COM | 1854 | $706,294 | 3,102 | 0.00 | 0.00 | -129 | -3.99 | 03-31-2024 |
