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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
926
River Wealth Advisors
Pennsylvania
$556K -$16.2K -211 -3%
SIG
927
Schooner Investment Group
Pennsylvania
$554K -$385K -5,000 -40%
CCC
928
Chelsea Counsel Company
California
$554K +$77.2K +1,003 +16%
RMDI
929
R.M. Davis Inc
Maine
$549K -$1.2M -15,598 -68%
GT
930
Greenleaf Trust
Michigan
$546K +$231K +3,006 +69%
RIM
931
Regent Investment Management
Kentucky
$542K – – –
DW
932
Domani Wealth
Pennsylvania
$535K +$16.5K +215 +3%
MHIC
933
Marble Harbor Investment Counsel
Massachusetts
$534K -$23.1K -300 -4%
IOOF
934
Independent Order of Foresters
Ontario, Canada
$528K – – –
AA
935
ALPS Advisors
Colorado
$524K +$1.23K +16 +0.2%
SCM
936
Stellar Capital Management
Arizona
$523K -$5.77K -75 -1%
SCA
937
Sippican Capital Advisors
Massachusetts
$519K – – –
OIA
938
Optimum Investment Advisors
Illinois
$519K +$538K +6,998 New
BAM
939
Boyar Asset Management
New York
$513K – – –
SC
940
Savant Capital
Illinois
$512K +$35.9K +466 +7%
PAM
941
PT Asset Management
Illinois
$511K +$530K +6,890 New
NERM
942
New England Research & Management
Illinois
$508K -$681K -8,850 -56%
TDC
943
Thompson Davis & Co
Virginia
$503K +$183K +2,382 +54%
WS
944
Wedbush Securities
California
$500K -$70K -910 -12%
CCM
945
Compton Capital Management
Rhode Island
$492K -$7.69K -100 -1%
CIA
946
Capital Investment Advisors
Georgia
$491K – – –
CA
947
Cetera Advisors
Colorado
$491K +$90.2K +1,172 +21%
SPC
948
Sigma Planning Corp
Michigan
$489K -$11K -143 -2%
SIC
949
Sigma Investment Counselors
Michigan
$480K -$27.3K -355 -5%
SCI
950
S&CO Inc
Massachusetts
$478K – – –
36 37
38
39 40