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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
876
Joel Isaacson & Co
New York
$615K – – –
HFM
877
Hartford Financial Management
Connecticut
$613K – – –
BHBT
878
Burke & Herbert Bank & Trust
Virginia
$611K -$2.15K -25 -0.4%
IOOF
879
Independent Order of Foresters
Ontario, Canada
$607K – – –
WT
880
Washington Trust
Rhode Island
$607K +$4.73K +55 +0.8%
SA
881
Strategic Advisors
New York
$601K +$602 +7 +0.1%
TC
882
Telemus Capital
Michigan
$600K -$17.6K -205 -3%
SBSB
883
Sullivan, Bruyette, Speros & Blaney
Virginia
$593K – – –
CIA
884
Capital Investment Advisors
Georgia
$592K +$11K +128 +2%
SSWM
885
Sheets Smith Wealth Management
North Carolina
$589K +$1.98K +23 +0.4%
RIM
886
Regent Investment Management
Kentucky
$588K -$21.1K -245 -4%
BA
887
Birinyi Associates
Connecticut
$586K – – –
IFAM
888
Institutional & Family Asset Management
Colorado
$582K +$204K +2,376 +58%
ABC
889
Associated Banc-Corp
Wisconsin
$578K – – –
PVWM
890
Point View Wealth Management
New Jersey
$577K -$79.2K -921 -13%
BFC
891
Blue Fin Capital
Rhode Island
$577K -$69.3K -806 -11%
OCM
892
Osterweis Capital Management
California
$576K – – –
BHB
893
Bank Hapoalim BM
Israel
$573K +$33.1K +385 +6%
NA
894
NewEdge Advisors
Louisiana
$573K +$194K +2,258 +56%
BAM
895
Boyar Asset Management
New York
$572K -$8.59K -100 -2%
EM
896
Excalibur Management
Massachusetts
$571K -$117K -1,365 -18%
CCA
897
Checchi Capital Advisers
California
$571K +$21.9K +255 +4%
VIA
898
Vantage Investment Advisors
Pennsylvania
$567K – – –
IAA
899
Independent Advisor Alliance
North Carolina
$563K +$528K +6,143 New
BBI
900
Baxter Bros Inc
Connecticut
$559K – – –
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37 38