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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
926
Novare Capital Management
North Carolina
$332K -$2.09M -35,996 -87%
KLI
927
Kelman-Lazarov Inc
Tennessee
$332K +$316K +5,439 New
GWM
928
Geneos Wealth Management
Colorado
$330K +$314K +5,401 New
ATC
929
Adirondack Trust Company
New York
$329K – – –
BMC
930
Benin Management Corp
Connecticut
$328K – – –
MCM
931
Manchester Capital Management
Vermont
$326K – – –
EAM
932
Evanson Asset Management
California
$326K +$108K +1,848 +54%
RMCM
933
Reynders McVeigh Capital Management
Massachusetts
$325K -$704K -12,102 -70%
AAC
934
Asset Advisors Corp
Georgia
$325K -$618K -10,630 -67%
PAIA
935
Park Avenue Institutional Advisers
New York
$324K -$8.67K -149 -3%
AP
936
Appleton Partners
Massachusetts
$322K -$49.9K -858 -14%
HB
937
Homrich & Berg
Georgia
$319K +$6.11K +105 +2%
CM
938
Castleark Management
Illinois
$318K – – –
WEC
939
Winslow Evans & Crocker
Massachusetts
$318K -$116 -2 -0%
MRCM
940
M&R Capital Management
New Jersey
$316K -$81.1K -1,394 -21%
RWM
941
Raffa Wealth Management
District of Columbia
$314K +$233K +4,000 +358%
BCB
942
Brian C. Broderick
$314K +$69.8K +1,200 +31%
BIM
943
Bridges Investment Management
Nebraska
$312K -$448K -7,693 -60%
FPCM
944
Financial Partners Capital Management
New York
$312K -$257K -4,423 -47%
LW
945
Linscomb Wealth
Texas
$310K -$34.8K -599 -11%
BP
946
Ballentine Partners
Massachusetts
$310K -$9.54K -164 -3%
DSC
947
Duncker Streett & Co
Missouri
$309K – – –
RIL
948
Rothschild Investment LLC
Illinois
$309K +$111K +1,913 +61%
WPP
949
Whalerock Point Partners
Rhode Island
$308K -$166K -2,855 -36%
UMA
950
USA Mutuals Advisors
Texas
$307K +$291K +5,000 New
36 37
38
39 40