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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
901
Bank of Hawaii
Hawaii
$1.14M -$37K -280 -3%
SWM
902
Spire Wealth Management
Virginia
$1.13M +$1.04M +7,889 New
KS
903
Karpas Strategies
Connecticut
$1.12M -$231K -1,750 -18%
HCMG
904
Howard Capital Management Group
California
$1.12M +$1.05M +7,939 New
DW
905
Domani Wealth
Pennsylvania
$1.11M +$68.7K +520 +7%
WSC
906
Wellington Shields & Co
New York
$1.11M -$33K -250 -3%
IAMOG
907
Investors Asset Management of Georgia
Georgia
$1.11M – – –
GIA
908
Gladstone Institutional Advisory
Florida
$1.11M +$1.04M +7,860 New
LFG
909
Lazard Frères Gestion
France
$1.1M – – –
KW
910
KWB Wealth
California
$1.1M +$95.3K +721 +10%
MSAM
911
Moloney Securities Asset Management
Missouri
$1.09M -$13.2K -100 -1%
YIA
912
YHB Investment Advisors
Connecticut
$1.09M -$3.3K -25 -0.3%
BIC
913
Beach Investment Counsel
Pennsylvania
$1.09M – – –
DPIM
914
Duff & Phelps Investment Management
Illinois
$1.09M – – –
SM
915
Sciencast Management
New Jersey
$1.08M -$44.5K -337 -4%
CT
916
Coastline Trust
Rhode Island
$1.06M -$266K -2,015 -21%
CBA
917
Coastal Bridge Advisors
Connecticut
$1.06M +$1.45K +11 +0.1%
ECM
918
Evergreen Capital Management
Washington
$1.06M +$51.4K +389 +5%
PSB
919
Piscataqua Savings Bank
New Hampshire
$1.05M +$983K +7,440 New
VCAM
920
Van Cleef Asset Management
Ohio
$1.05M +$27.7K +210 +3%
FPCP
921
Fort Point Capital Partners
California
$1.05M – – –
MC
922
Moors & Cabot
Massachusetts
$1.05M -$402K -3,041 -29%
IHL
923
Investment House LLC
California
$1.04M -$52.9K -400 -5%
CAG
924
Crestwood Advisors Group
Massachusetts
$1.04M +$10K +76 +1%
WB
925
WesBanco Bank
West Virginia
$1.04M +$969K +7,333 New
35 36
37
38 39