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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
876
Burke & Herbert Bank & Trust
Virginia
$611K -$2.15K -25 -0.4%
IOOF
877
Independent Order of Foresters
Ontario, Canada
$607K – – –
WT
878
Washington Trust
Rhode Island
$607K +$4.73K +55 +0.8%
SA
879
Strategic Advisors
New York
$601K +$602 +7 +0.1%
TC
880
Telemus Capital
Michigan
$600K -$17.6K -205 -3%
SBSB
881
Sullivan, Bruyette, Speros & Blaney
Virginia
$593K – – –
CIA
882
Capital Investment Advisors
Georgia
$592K +$11K +128 +2%
SSWM
883
Sheets Smith Wealth Management
North Carolina
$589K +$1.98K +23 +0.4%
RIM
884
Regent Investment Management
Kentucky
$588K -$21.1K -245 -4%
BA
885
Birinyi Associates
Connecticut
$586K – – –
IFAM
886
Institutional & Family Asset Management
Colorado
$582K +$204K +2,376 +58%
ABC
887
Associated Banc-Corp
Wisconsin
$578K – – –
PVWM
888
Point View Wealth Management
New Jersey
$577K -$79.2K -921 -13%
BFC
889
Blue Fin Capital
Rhode Island
$577K -$69.3K -806 -11%
OCM
890
Osterweis Capital Management
California
$576K – – –
BHB
891
Bank Hapoalim BM
Israel
$573K +$33.1K +385 +6%
NA
892
NewEdge Advisors
Louisiana
$573K +$194K +2,258 +56%
BAM
893
Boyar Asset Management
New York
$572K -$8.59K -100 -2%
EM
894
Excalibur Management
Massachusetts
$571K -$117K -1,365 -18%
CCA
895
Checchi Capital Advisers
California
$571K +$21.9K +255 +4%
VIA
896
Vantage Investment Advisors
Pennsylvania
$567K – – –
IAA
897
Independent Advisor Alliance
North Carolina
$563K +$528K +6,143 New
BBI
898
Baxter Bros Inc
Connecticut
$559K – – –
QIM
899
Quest Investment Management
Oregon
$556K +$197K +2,288 +59%
SCP
900
Sandhill Capital Partners
New York
$552K -$19.2K -223 -4%
34 35
36
37 38