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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
926
S&CO Inc
Massachusetts
$328K -$66.5K -1,050 -16%
OIA
927
Optimum Investment Advisors
Illinois
$328K -$28.5K -450 -8%
DCM
928
Donaldson Capital Management
Indiana
$327K -$302K -4,771 -47%
EAM
929
Evanson Asset Management
California
$327K +$5.13K +81 +2%
BMC
930
Benin Management Corp
Connecticut
$325K – – –
KT
931
Kanaly Trust
Texas
$325K +$67.7K +1,068 +25%
EIM
932
Essex Investment Management
Massachusetts
$324K -$202K -3,185 -37%
MCM
933
Manchester Capital Management
Vermont
$322K – – –
CC
934
Cannell & Co
New York
$322K +$336K +5,300 New
BP
935
Ballentine Partners
Massachusetts
$321K +$15.1K +238 +5%
WEC
936
Winslow Evans & Crocker
Massachusetts
$318K +$3.55K +56 +1%
PAIA
937
Park Avenue Institutional Advisers
New York
$314K -$6.53K -103 -2%
CM
938
Castleark Management
Illinois
$314K – – –
NIPH
939
NN Investment Partners Holdings
Netherlands
$312K -$2.54M -40,090 -89%
MRCM
940
M&R Capital Management
New Jersey
$312K +$253 +4 +0.1%
DSC
941
Duncker Streett & Co
Missouri
$312K +$6.33K +100 +2%
BCB
942
Brian C. Broderick
$311K – – –
RWM
943
Raffa Wealth Management
District of Columbia
$311K – – –
AAC
944
Asset Advisors Corp
Georgia
$310K -$12.7K -200 -4%
RIL
945
Rothschild Investment LLC
Illinois
$310K +$4.18K +66 +1%
LW
946
Linscomb Wealth
Texas
$307K – – –
S
947
SignatureFD
Georgia
$305K +$82.4K +1,301 +35%
ICAS
948
Investors Capital Advisory Services
Massachusetts
$303K -$76.5K -1,208 -19%
LJAC
949
L.J. Altfest & Co
New York
$302K – – –
TL
950
Tirschwell & Loewy
New York
$301K – – –
36 37
38
39 40