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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
851
Moloney Securities Asset Management
Missouri
$866K +$138K +1,500 +20%
FDCC
852
Foster Dykema Cabot & Co
Massachusetts
$863K +$2.85K +31 +0.3%
HFS
853
Hantz Financial Services
Michigan
$859K +$52.8K +573 +7%
AIM
854
Anchor Investment Management
South Carolina
$854K -$31.3K -340 -4%
P
855
Pitcairn
Pennsylvania
$852K +$71K +771 +9%
ARMT
856
Amica Retiree Medical Trust
Rhode Island
$850K – – –
BFA
857
Beaumont Financial Advisors
Massachusetts
$848K -$15K -163 -2%
SWMG
858
Signature Wealth Management Group
Georgia
$848K +$144K +1,566 +21%
NAM
859
NTV Asset Management
West Virginia
$847K – – –
RE
860
RBC Europe
United Kingdom
$845K +$34.9K +379 +4%
BOH
861
Bank of Hawaii
Hawaii
$841K -$126K -1,370 -13%
AAM
862
Auxier Asset Management
Oregon
$838K -$10.1K -110 -1%
NB
863
NBT Bank
New York
$836K -$40.1K -435 -5%
S
864
Seeyond
France
$835K +$154K +1,668 +23%
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$833K – – –
CFFP
866
Center for Financial Planning
Michigan
$831K -$3.77K -41 -0.5%
TIM
867
Thompson Investment Management
Wisconsin
$827K – – –
BAAM
868
Baker Avenue Asset Management
California
$826K -$30.8K -334 -4%
MFG
869
Monte Financial Group
Connecticut
$821K +$187K +2,030 +31%
PC
870
Pecaut & Co
Iowa
$816K – – –
EWM
871
Evermay Wealth Management
Virginia
$815K +$183K +1,990 +30%
SWIG
872
Strategic Wealth Investment Group
Kentucky
$814K +$261K +2,831 +50%
WC
873
Woodstock Corp
Massachusetts
$810K -$13.8K -150 -2%
CIA
874
CSat Investment Advisory
Michigan
$805K -$222K -2,413 -22%
WAM
875
Wolverine Asset Management
Illinois
$805K +$779K +8,461 New
33 34
35
36 37