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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
WBH Advisory
Maryland
$520K +$9.12K +142 +2%
RWA
827
Ropes Wealth Advisors
Massachusetts
$518K +$19.7K +306 +4%
IAMOG
828
Investors Asset Management of Georgia
Georgia
$517K +$9.64K +150 +2%
MAM
829
Mizuho Asset Management
Japan
$513K -$178K -2,766 -26%
AAM
830
Auxier Asset Management
Oregon
$513K – – –
CBA
831
Coastal Bridge Advisors
Connecticut
$511K +$771 +12 +0.2%
CA
832
Cetera Advisors
Colorado
$511K +$13.4K +208 +3%
FPCG
833
Fort Pitt Capital Group
Pennsylvania
$509K -$8.22K -128 -2%
WA
834
Wasatch Advisors
Utah
$505K +$507K +7,887 New
PAM
835
PT Asset Management
Illinois
$503K -$51.4K -800 -9%
BBI
836
Baxter Bros Inc
Connecticut
$502K -$38.5K -600 -7%
PVWM
837
Point View Wealth Management
New Jersey
$499K -$51K -794 -9%
SCA
838
Sippican Capital Advisors
Massachusetts
$498K +$64.2K +1,000 +15%
BRWA
839
B. Riley Wealth Advisors
Florida
$495K -$24.1K -375 -5%
MIM
840
Montgomery Investment Management
Maryland
$495K -$3.85K -60 -0.8%
IOOF
841
Independent Order of Foresters
Ontario, Canada
$493K – – –
EFS
842
Essex Financial Services
Connecticut
$488K -$73.9K -1,151 -13%
MHIC
843
Marble Harbor Investment Counsel
Massachusetts
$487K – – –
TCM
844
Tradition Capital Management
New Jersey
$485K – – –
SEC
845
Seven Eight Capital
New York
$484K +$486K +7,561 New
CC
846
Colrain Capital
Massachusetts
$480K -$450K -7,000 -48%
IIM
847
Ipswich Investment Management
Massachusetts
$478K -$19.3K -300 -4%
LCS
848
Levin Capital Strategies
New York
$477K -$161K -2,500 -25%
SFA
849
Sequoia Financial Advisors
Ohio
$477K -$39.2K -610 -8%
TSS
850
Two Sigma Securities
New York
$475K +$476K +7,411 New
32 33
34
35 36