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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
876
Jacobus Wealth Management
Wisconsin
$519K – – –
ACC
877
Accident Compensation Corp
New Zealand
$519K +$485K +7,000 New
PRCM
878
Pine River Capital Management
Minnesota
$511K -$325K -4,700 -41%
ABC
879
Associated Banc-Corp
Wisconsin
$510K +$9.9K +143 +2%
VFA
880
Voya Financial Advisors
Connecticut
$507K +$15.9K +229 +3%
CAMG
881
CWA Asset Management Group
Florida
$507K +$149K +2,153 +46%
PVWM
882
Point View Wealth Management
New Jersey
$506K -$66.7K -963 -12%
BHBT
883
Burke & Herbert Bank & Trust
Virginia
$504K – – –
WT
884
Washington Trust
Rhode Island
$504K +$6.65K +96 +1%
HFM
885
Hartford Financial Management
Connecticut
$502K -$9.21K -133 -2%
SCM
886
SKBA Capital Management
California
$500K -$13.8K -200 -3%
RIM
887
Regent Investment Management
Kentucky
$500K – – –
TC
888
Telemus Capital
Michigan
$497K +$969 +14 +0.2%
NIPH
889
NN Investment Partners Holdings
Netherlands
$495K +$107K +1,539 +30%
SRP
890
Saddle Road Partners
Nebraska
$495K +$462K +6,679 New
RCAG
891
Rehmann Capital Advisory Group
Michigan
$494K +$21.7K +313 +5%
SA
892
Strategic Advisors
New York
$490K +$1.25K +18 +0.3%
CCC
893
Chelsea Counsel Company
California
$480K +$208 +3 +0%
WA
894
WP Advisors
California
$480K +$448K +6,476 New
OCM
895
Osterweis Capital Management
California
$472K -$19.4K -280 -4%
DAS
896
Dynamic Advisor Solutions
Arizona
$469K +$132K +1,911 +43%
MGIA
897
Moneta Group Investment Advisors
Missouri
$468K +$32.4K +468 +8%
GWM
898
Geneos Wealth Management
Colorado
$467K -$17.2K -249 -4%
HCMT
899
Highland Capital Management (Tennessee)
Tennessee
$467K – – –
SSWM
900
Sheets Smith Wealth Management
North Carolina
$466K +$29.1K +420 +7%
34 35
36
37 38