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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
826
Community Bank
New York
$898K -$71.4K -726 -7%
P
827
Pitcairn
Pennsylvania
$896K -$1.77K -18 -0.2%
ARMT
828
Amica Retiree Medical Trust
Rhode Island
$895K – – –
NAM
829
NTV Asset Management
West Virginia
$892K – – –
VFA
830
Voya Financial Advisors
Connecticut
$891K -$81.3K -826 -8%
BFA
831
Beaumont Financial Advisors
Massachusetts
$891K -$2.16K -22 -0.2%
OL
832
Optas LLC
Texas
$887K +$870K +8,839 New
FCCM
833
First City Capital Management
Georgia
$881K +$362K +3,676 +78%
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
$880K -$76.3K -776 -8%
BHBT
835
Burke & Herbert Bank & Trust
Virginia
$877K -$295 -3 -0%
CFFP
836
Center for Financial Planning
Michigan
$875K – – –
RE
837
RBC Europe
United Kingdom
$871K -$18.1K -184 -2%
TIM
838
Thompson Investment Management
Wisconsin
$871K – – –
CCP
839
Corient Capital Partners
California
$868K -$70.2K -714 -8%
AAM
840
Auxier Asset Management
Oregon
$868K -$14.3K -145 -2%
WSC
841
Wellington Shields & Co
New York
$865K -$133K -1,350 -14%
DI
842
DFPG Investments
Utah
$861K +$125K +1,273 +18%
BOH
843
Bank of Hawaii
Hawaii
$857K -$28.8K -293 -3%
BAAM
844
Baker Avenue Asset Management
California
$857K -$11.3K -115 -1%
AIM
845
Anchor Investment Management
South Carolina
$856K -$42.3K -430 -5%
S
846
Seeyond
France
$850K -$28K -285 -3%
ECM
847
ETrade Capital Management
Virginia
$847K +$103K +1,047 +14%
FB
848
Fulton Bank
Pennsylvania
$845K -$95.6K -972 -10%
MFG
849
Monte Financial Group
Connecticut
$845K -$19.9K -202 -2%
SC
850
Scotia Capital
Ontario, Canada
$845K +$829K +8,429 New
32 33
34
35 36