Institutional Owners for AXP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SLOCUM GORDON & CO LLP | COM | 2851 | $99,852 | 533 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 297 | 127.47 | 12-31-2023 |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2853 | $98,000 | 522 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
| REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $118,519 | 521 | 0.00 | 0.00 | 521 | +Inf | 03-31-2024 |
