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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
876
Hartford Financial Management
Connecticut
$424K +$64K +1,100 +19%
LGC
877
Laurel Grove Capital
California
$421K -$58.2K -1,000 -13%
CCM
878
Compton Capital Management
Rhode Island
$420K +$11.6K +200 +3%
FBC
879
Fairfield, Bush & Co
Connecticut
$419K -$105K -1,800 -21%
WT
880
Washington Trust
Rhode Island
$419K +$22.3K +384 +6%
RCAG
881
Rehmann Capital Advisory Group
Michigan
$418K -$99.1K -1,704 -20%
PCM
882
Penserra Capital Management
California
$417K +$79.3K +1,363 +25%
BRWA
883
B. Riley Wealth Advisors
Florida
$417K +$192K +3,299 +95%
TAM
884
Trillium Asset Management
Massachusetts
$414K -$3.48M -59,822 -90%
RIM
885
Regent Investment Management
Kentucky
$414K -$32.9K -566 -8%
SHA
886
Smith Hayes Advisers
Nebraska
$414K +$46.6K +801 +13%
NIMI
887
Natixis Investment Managers International
France
$410K +$17.3K +297 +5%
BHBT
888
Burke & Herbert Bank & Trust
Virginia
$409K +$43.3K +744 +13%
OCM
889
Osterweis Capital Management
California
$408K -$18.6M -319,195 -98%
SCA
890
Sippican Capital Advisors
Massachusetts
$408K -$20.4K -350 -5%
ACI
891
Advance Capital I
Michigan
$405K +$384K +6,600 New
CA
892
Cetera Advisors
Colorado
$403K -$1.63K -28 -0.4%
CCC
893
Chelsea Counsel Company
California
$398K +$175 +3 +0%
SCP
894
Sandhill Capital Partners
New York
$397K -$3.96K -68 -1%
SCI
895
S&CO Inc
Massachusetts
$396K – – –
BC
896
Barnett & Company
Tennessee
$395K -$419K -7,200 -53%
BTNA
897
Bremer Trust National Association
Minnesota
$395K +$11.2K +192 +3%
MA
898
Montag & Associates
Georgia
$388K +$6.34K +109 +2%
MAA
899
Mraz Amerine & Associates
California
$388K +$175K +3,001 +91%
FPCP
900
Fort Point Capital Partners
California
$387K -$5.82K -100 -2%
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