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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
876
Rehmann Capital Advisory Group
Michigan
$418K -$99.1K -1,704 -20%
BRWA
877
B. Riley Wealth Advisors
Florida
$417K +$192K +3,299 +95%
TAM
878
Trillium Asset Management
Massachusetts
$414K -$3.48M -59,822 -90%
RIM
879
Regent Investment Management
Kentucky
$414K -$32.9K -566 -8%
SHA
880
Smith Hayes Advisers
Nebraska
$414K +$46.6K +801 +13%
NIMI
881
Natixis Investment Managers International
France
$410K +$17.3K +297 +5%
BHBT
882
Burke & Herbert Bank & Trust
Virginia
$409K +$43.3K +744 +13%
OCM
883
Osterweis Capital Management
California
$408K -$18.6M -319,195 -98%
SCA
884
Sippican Capital Advisors
Massachusetts
$408K -$20.4K -350 -5%
ACI
885
Advance Capital I
Michigan
$405K +$384K +6,600 New
CA
886
Cetera Advisors
Colorado
$403K -$1.63K -28 -0.4%
CCC
887
Chelsea Counsel Company
California
$398K +$175 +3 +0%
SCP
888
Sandhill Capital Partners
New York
$397K -$3.96K -68 -1%
SCI
889
S&CO Inc
Massachusetts
$396K – – –
BC
890
Barnett & Company
Tennessee
$395K -$419K -7,200 -53%
BTNA
891
Bremer Trust National Association
Minnesota
$395K +$11.2K +192 +3%
MA
892
Montag & Associates
Georgia
$388K +$6.34K +109 +2%
MAA
893
Mraz Amerine & Associates
California
$388K +$175K +3,001 +91%
FPCP
894
Fort Point Capital Partners
California
$387K -$5.82K -100 -2%
PVWM
895
Point View Wealth Management
New Jersey
$386K +$365K +6,282 New
TDC
896
Thompson Davis & Co
Virginia
$385K -$291 -5 -0.1%
CS
897
Cannell & Spears
New York
$383K -$365K -6,275 -50%
ICAS
898
Investors Capital Advisory Services
Massachusetts
$381K +$18.5K +318 +5%
CCA
899
Checchi Capital Advisers
California
$376K -$54.5K -937 -13%
RA
900
RFG Advisory
Alabama
$373K +$353K +6,068 New
34 35
36
37 38