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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
901
Karpas Strategies
Connecticut
$1.31M – – –
HCMG
902
Howard Capital Management Group
California
$1.31M – – –
P
903
Pitcairn
Pennsylvania
$1.31M -$46.5K -297 -4%
IA
904
Insight Advisors
Pennsylvania
$1.3M -$29.3K -187 -2%
EF
905
Empirical Finance
Pennsylvania
$1.3M +$171K +1,094 +16%
JI
906
Jeereddi Investments
California
$1.3M -$510K -3,257 -29%
ST
907
Smithfield Trust
Pennsylvania
$1.29M -$208K -1,326 -14%
OIA
908
OneDigital Investment Advisors
Kansas
$1.28M +$149K +950 +14%
MSAM
909
Moloney Securities Asset Management
Missouri
$1.28M – – –
ARMT
910
Amica Retiree Medical Trust
Rhode Island
$1.28M -$688K -4,390 -36%
BIC
911
Beach Investment Counsel
Pennsylvania
$1.28M – – –
SWA
912
SOA Wealth Advisors
New York
$1.27M +$77.1K +492 +7%
OFS
913
Orrstown Financial Services
Pennsylvania
$1.26M -$62.5K -399 -5%
CI
914
Conning Inc
Connecticut
$1.26M -$163K -1,043 -12%
LFG
915
Lazard Frères Gestion
France
$1.26M – – –
CLOS
916
Compagnie Lombard Odier SCmA
Switzerland
$1.26M +$489K +3,122 +70%
MC
917
Moors & Cabot
Massachusetts
$1.25M +$24.4K +156 +2%
IAMOG
918
Investors Asset Management of Georgia
Georgia
$1.25M -$47K -300 -4%
JIC
919
Joel Isaacson & Co
New York
$1.25M +$55.8K +356 +5%
WWM
920
Western Wealth Management
Colorado
$1.24M +$65.5K +418 +6%
PSB
921
Piscataqua Savings Bank
New Hampshire
$1.24M +$9.71K +62 +0.8%
BFG
922
Beacon Financial Group
Texas
$1.23M -$559K -3,571 -33%
IWC
923
Integrated Wealth Concepts
Massachusetts
$1.23M +$36.5K +233 +3%
FPCP
924
Fort Point Capital Partners
California
$1.23M – – –
STC
925
Sarah T. Connolly
$1.22M +$27.4K +175 +2%
35 36
37
38 39