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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
851
Seven Eight Capital
New York
$679K +$655K +9,000 +1,183%
TF
852
Tompkins Financial
New York
$674K -$52.7K -724 -7%
RWA
853
Ropes Wealth Advisors
Massachusetts
$673K +$147K +2,021 +26%
FMBTD
854
First Midwest Bank Trust Division
Illinois
$672K -$61.9K -850 -8%
GVT
855
Genesee Valley Trust
New York
$669K -$140K -1,920 -17%
GC
856
Grimes & Company
Massachusetts
$665K – – –
VFS
857
VSR Financial Services
Kansas
$664K -$1.75K -24 -0.3%
FCI
858
Financial Counselors Inc
Kansas
$661K -$10.1K -139 -1%
FPCM
859
Financial Partners Capital Management
New York
$661K – – –
SCM
860
Shelton Capital Management
Colorado
$660K -$343K -4,719 -33%
CWA
861
Cypress Wealth Advisors
California
$656K +$4.95K +68 +0.7%
LPC
862
Loeb Partners Corp
New York
$654K – – –
TH
863
TCTC Holdings
Texas
$654K – – –
JSAM
864
J. Safra Asset Management
New York
$654K +$684K +9,401 New
ADL
865
Asset Dedication LLC
California
$653K +$683K +9,391 New
TC
866
Taylor Cottrill
New Hampshire
$652K -$10.9K -150 -2%
FIM
867
Freedom Investment Management
Connecticut
$651K -$1.84M -25,238 -73%
PIM
868
Penobscot Investment Management
Massachusetts
$648K – – –
CCT
869
Chemung Canal Trust
New York
$643K -$6.11K -84 -0.9%
LPT
870
Legacy Private Trust
Wisconsin
$640K -$102K -1,400 -13%
HTI
871
Hikari Tsushin Inc
Japan
$640K – – –
WSC
872
Wellington Shields & Co
New York
$640K – – –
FBT
873
First Bankers Trust
Kentucky
$633K +$5.09K +70 +0.8%
LDB
874
Lee, Danner & Bass
Tennessee
$632K +$22.2K +305 +3%
CIC
875
Cornercap Investment Counsel
Georgia
$632K +$77.5K +1,065 +13%
33 34
35
36 37