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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
876
Hall Capital Management
Rhode Island
$796K -$269K -2,730 -26%
CCA
877
Checchi Capital Advisers
California
$796K +$36.1K +367 +5%
IAMOG
878
Investors Asset Management of Georgia
Georgia
$789K – – –
BFM
879
Boston Financial Management
Massachusetts
$785K +$3.44K +35 +0.4%
MSAM
880
Moloney Securities Asset Management
Missouri
$784K -$125K -1,275 -14%
SKK
881
Shepherd Kaplan Krochuk
Massachusetts
$782K -$19.7K -200 -3%
WAM
882
Wealthspire Advisors (Maryland)
Maryland
$781K +$89.7K +912 +13%
BIC
883
Beach Investment Counsel
Pennsylvania
$775K – – –
DPIM
884
Duff & Phelps Investment Management
Illinois
$773K – – –
AC
885
Allstate Corporation
Illinois
$769K -$944K -9,598 -56%
SS
886
Simplicity Solutions
Minnesota
$768K +$29.7K +302 +4%
IHL
887
Investment House LLC
California
$762K -$65.7K -668 -8%
SCA
888
Sippican Capital Advisors
Massachusetts
$759K +$127K +1,296 +21%
CAG
889
Csenge Advisory Group
Florida
$755K -$99.8K -1,014 -12%
ASC
890
Atalanta Sosnoff Capital
New York
$754K +$740K +7,519 New
MAFM
891
Mid Atlantic Financial Management
Pennsylvania
$752K +$40K +407 +7%
WIC
892
Whitegate Investment Counselors
New Hampshire
$748K -$492 -5 -0.1%
MA
893
Mutual Advisors
Nebraska
$748K +$49.6K +504 +7%
CWP
894
Capital Wealth Planning
Florida
$747K -$87.5K -889 -11%
FPCP
895
Fort Point Capital Partners
California
$743K -$17.2K -175 -2%
AWA
896
Arete Wealth Advisors
Illinois
$738K +$4.43K +45 +0.6%
YIA
897
YHB Investment Advisors
Connecticut
$737K -$73.8K -750 -9%
CBA
898
Coastal Bridge Advisors
Connecticut
$737K -$48.6K -494 -6%
MAM
899
Morse Asset Management
Connecticut
$736K -$803K -8,166 -53%
MAA
900
Mraz Amerine & Associates
California
$732K -$4.62K -47 -0.6%
34 35
36
37 38