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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
901
Sound View Wealth Advisors Group
Georgia
$731K +$122K +1,245 +21%
HKAM
902
Horizon Kinetics Asset Management
New York
$729K -$297K -3,016 -29%
BCM
903
Becker Capital Management
Oregon
$729K -$3.54K -36 -0.5%
DW
904
Domani Wealth
Pennsylvania
$725K – – –
CIS
905
Capital International Sarl
California
$725K +$711K +7,232 New
AMC
906
Asset Management Corp
Illinois
$723K +$119K +1,205 +20%
JIC
907
Joel Isaacson & Co
New York
$721K -$1.67K -17 -0.2%
SRC
908
Sage Rhino Capital
California
$720K -$46.7K -475 -6%
WA
909
Wealth Alliance
New York
$719K +$11K +112 +2%
VIA
910
Vident Investment Advisory
Georgia
$718K +$63K +640 +10%
AAM
911
Aureus Asset Management
Massachusetts
$718K +$704K +7,158 New
FCI
912
Financial Counselors Inc
Kansas
$713K -$4.92K -50 -0.7%
RIM
913
Regent Investment Management
Kentucky
$713K +$9.84K +100 +1%
ECA
914
Endeavour Capital Advisors
Connecticut
$710K -$316K -3,209 -31%
GRP
915
Global Retirement Partners
California
$709K -$46K -468 -6%
LCS
916
Levin Capital Strategies
New York
$708K -$295K -3,000 -30%
LS
917
Livforsakringsbolaget Skandia
Sweden
$706K -$68.9K -700 -9%
ECM
918
Evergreen Capital Management
Washington
$700K -$6.69K -68 -1%
ML
919
McAdam LLC
Pennsylvania
$699K – – –
BHIA
920
Birch Hill Investment Advisors
Massachusetts
$697K – – –
LSAG
921
Lake Street Advisors Group
New Hampshire
$697K +$36.2K +368 +6%
CCMT
922
CMT Capital Markets Trading
Germany
$690K – – –
OIA
923
OneDigital Investment Advisors
Kansas
$686K +$3.84K +39 +0.6%
BMC
924
Beaton Management Company
Massachusetts
$685K – – –
WB
925
WesBanco Bank
West Virginia
$684K -$35.9K -365 -5%
35 36
37
38 39