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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DVM
901
Dreman Value Management
Florida
$636K +$78.7K +992 +14%
JWM
902
Jacobus Wealth Management
Wisconsin
$633K -$103K -1,293 -14%
TFF
903
Timothy F. Fidgeon
$631K -$55.7K -702 -8%
QSS
904
Quantitative Systematic Strategies
Florida
$630K +$218K +2,751 +51%
AAM
905
Auxier Asset Management
Oregon
$627K – – –
IIM
906
Ipswich Investment Management
Massachusetts
$623K -$39.7K -500 -6%
FPCG
907
Fort Pitt Capital Group
Pennsylvania
$622K +$79 +1 +0%
FM
908
Forward Management
California
$620K -$546K -6,884 -46%
CIC
909
Cornercap Investment Counsel
Georgia
$620K – – –
RWA
910
Ropes Wealth Advisors
Massachusetts
$620K – – –
FDS
911
First Dallas Securities
Texas
$619K +$251K +3,165 +66%
WPP
912
Whalerock Point Partners
Rhode Island
$618K +$84.1K +1,060 +15%
CB
913
Community Bank
New York
$617K +$556K +7,005 +757%
LIM
914
Leavell Investment Management
Alabama
$616K -$103K -1,300 -14%
ABC
915
Associated Banc-Corp
Wisconsin
$616K -$70.6K -890 -10%
IAMOG
916
Investors Asset Management of Georgia
Georgia
$616K – – –
RCAG
917
Rehmann Capital Advisory Group
Michigan
$614K +$117K +1,474 +23%
GF
918
Gerstein Fisher
New York
$606K -$463K -5,835 -43%
RWA
919
River Wealth Advisors
Pennsylvania
$599K -$3.09K -39 -0.5%
WS
920
Wedbush Securities
California
$595K -$166K -2,093 -21%
NPC
921
National Planning Corporation
California
$594K -$104K -1,314 -15%
SGAM
922
Steinberg Global Asset Management
Florida
$594K +$34.9K +440 +6%
CPA
923
Capital Planning Advisors
California
$589K +$286K +3,600 +90%
MHIC
924
Marble Harbor Investment Counsel
Massachusetts
$583K – – –
MFW
925
Meristem Family Wealth
Minnesota
$578K +$43.6K +549 +8%
35 36
37
38 39