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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
926
Eastern Bank
Massachusetts
$419K -$108K -1,561 -22%
EWA
927
Exencial Wealth Advisors
Oklahoma
$417K – – –
DSC
928
Duncker Streett & Co
Missouri
$416K +$32.9K +475 +9%
RWM
929
Raffa Wealth Management
District of Columbia
$414K +$32.9K +475 +9%
NL
930
NWAM LLC
Washington
$413K -$48.1K -695 -11%
FBT
931
First Bankers Trust
Kentucky
$413K -$41.5K -600 -10%
BTNA
932
Bremer Trust National Association
Minnesota
$413K -$19.9K -287 -5%
EHC
933
Everett Harris & Co
California
$411K -$415K -6,000 -52%
CSM
934
CAMG Solamere Management
North Carolina
$411K +$385K +5,565 New
BRWA
935
B. Riley Wealth Advisors
Florida
$406K -$156K -2,251 -29%
VIA
936
Vantage Investment Advisors
Pennsylvania
$406K – – –
SPIA
937
Steward Partners Investment Advisory
New York
$404K +$378K +5,458 New
SCI
938
S&CO Inc
Massachusetts
$400K – – –
FVP
939
Firefly Value Partners
Pennsylvania
$398K +$372K +5,373 New
KT
940
Kanaly Trust
Texas
$397K +$2.21K +32 +0.6%
EAM
941
Evanson Asset Management
California
$393K – – –
TF
942
Tompkins Financial
New York
$390K -$38.7K -559 -10%
IH
943
IFC Holdings
Florida
$386K -$16.3K -235 -4%
OC
944
Oakworth Capital
Alabama
$384K -$21.9K -316 -6%
RIL
945
Rothschild Investment LLC
Illinois
$384K +$277 +4 +0.1%
CM
946
Castleark Management
Illinois
$383K – – –
HB
947
Homrich & Berg
Georgia
$381K +$52.3K +756 +17%
FNT
948
First Nebraska Trust
Nebraska
$380K – – –
S
949
SignatureFD
Georgia
$379K -$4.99K -72 -1%
SM
950
Sciencast Management
New Jersey
$376K +$351K +5,071 New
36 37
38
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