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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
926
Excalibur Management
Massachusetts
$670K -$2.08K -20 -0.3%
VIA
927
Vantage Investment Advisors
Pennsylvania
$668K – – –
EB
928
Eastern Bank
Massachusetts
$667K -$1.25K -12 -0.2%
MCM
929
Manchester Capital Management
Vermont
$665K – – –
RIM
930
Regent Investment Management
Kentucky
$660K -$15.6K -150 -2%
SAM
931
Strategy Asset Managers
California
$652K -$2.8M -26,912 -81%
GC
932
Garde Capital
Washington
$652K +$6.03K +58 +1%
HCC
933
Hirtle Callaghan & Co
Pennsylvania
$650K -$270K -2,600 -30%
PVWM
934
Point View Wealth Management
New Jersey
$647K -$1.66K -16 -0.3%
ITIM
935
Indiana Trust & Investment Management
Indiana
$644K -$10.9K -105 -2%
PG
936
Pendal Group
Australia
$644K -$2.46M -23,607 -80%
B
937
Barings
North Carolina
$640K -$3.42M -32,880 -85%
BHB
938
Bank Hapoalim BM
Israel
$640K – – –
WC
939
Weil Company
California
$639K – – –
BBI
940
Baxter Bros Inc
Connecticut
$635K +$3.22K +31 +0.5%
DCM
941
Donaldson Capital Management
Indiana
$634K +$281K +2,701 +83%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$634K +$37.2K +358 +6%
ACG
943
Allen Capital Group
Nebraska
$632K -$11.8K -113 -2%
CC
944
Chicago Capital
Illinois
$631K – – –
IA
945
IFP Advisors
Florida
$630K -$142K -1,361 -19%
SCI
946
S&CO Inc
Massachusetts
$628K – – –
MGIA
947
Moneta Group Investment Advisors
Missouri
$628K +$15.9K +153 +3%
PC
948
Palo Capital
California
$622K -$10.9K -105 -2%
CWM
949
Chesapeake Wealth Management
Virginia
$622K +$607K +5,841 New
PTC
950
Private Trust Company
Ohio
$617K -$143K -1,377 -19%
36 37
38
39 40