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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
926
RFG Advisory
Alabama
$670K -$128K -1,223 -15%
ED
927
Exane Derivatives
France
$670K -$112K -1,074 -13%
PK
928
Pflug Koory
Nebraska
$669K -$2.3K -22 -0.3%
RMC
929
Resources Management Corp
Connecticut
$668K – – –
TCPWM
930
Traverso Chambers Private Wealth Management
California
$668K +$733K +7,009 New
FCI
931
Financial Counselors Inc
Kansas
$667K -$11.7K -112 -2%
DW
932
Domani Wealth
Pennsylvania
$667K – – –
BFC
933
Bedel Financial Consulting
Indiana
$667K +$134K +1,285 +23%
BCM
934
Brasada Capital Management
Texas
$667K +$732K +7,000 New
EFS
935
Essex Financial Services
Connecticut
$666K -$169K -1,612 -19%
BMC
936
Beaton Management Company
Massachusetts
$666K +$311K +2,971 +64%
ABC
937
Associated Banc-Corp
Wisconsin
$665K +$21.8K +208 +3%
MMG
938
Monetary Management Group
Missouri
$658K -$26.2K -250 -3%
RIG
939
Roosevelt Investment Group
New York
$658K – – –
FNBOSM
940
First National Bank of South Miami
Florida
$655K +$667K +6,371 New
BMA
941
Brooks Moore & Associates
Tennessee
$653K +$717K +6,850 New
SPC
942
Sigma Planning Corp
Michigan
$652K -$1.67K -16 -0.2%
WA
943
WBH Advisory
Maryland
$646K -$57.3K -548 -7%
MFG
944
Monte Financial Group
Connecticut
$646K -$8.16K -78 -1%
LCM
945
Laurion Capital Management
New York
$646K +$303K +2,900 +75%
NA
946
Neuburgh Advisers
California
$644K -$1.72M -16,416 -71%
RIM
947
Rampart Investment Management
Connecticut
$642K -$3.42M -32,688 -83%
BHBT
948
Burke & Herbert Bank & Trust
Virginia
$641K -$3.66K -35 -0.5%
SA
949
Strategic Advisors
New York
$641K +$837 +8 +0.1%
VFA
950
Valeo Financial Advisors
Indiana
$640K -$5.44K -52 -0.8%
36 37
38
39 40