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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
926
Ethic Inc
New York
$697K -$83.2K -904 -11%
BCM
927
Becker Capital Management
Oregon
$696K -$83.9K -911 -11%
CWS
928
Cypress Wealth Services
California
$695K +$226K +2,460 +51%
CRC
929
Curi RMB Capital
Illinois
$692K +$35.8K +389 +6%
MCM
930
Manchester Capital Management
Vermont
$690K – – –
CCMT
931
CMT Capital Markets Trading
Germany
$690K +$668K +7,250 New
DW
932
Domani Wealth
Pennsylvania
$689K -$42.4K -461 -6%
AWA
933
Arete Wealth Advisors
Illinois
$687K +$1.75K +19 +0.3%
JIC
934
Joel Isaacson & Co
New York
$687K +$60.2K +654 +10%
WB
935
WesBanco Bank
West Virginia
$684K +$7.64K +83 +1%
FCI
936
Financial Counselors Inc
Kansas
$682K +$13.8K +150 +2%
WA
937
Wealth Alliance
New York
$673K +$248K +2,696 +62%
ECM
938
Evergreen Capital Management
Washington
$671K -$15.2K -165 -2%
RIM
939
Regent Investment Management
Kentucky
$667K +$93.1K +1,011 +17%
ML
940
McAdam LLC
Pennsylvania
$664K +$642K +6,970 New
MA
941
Mutual Advisors
Nebraska
$662K -$132K -1,434 -17%
BHIA
942
Birch Hill Investment Advisors
Massachusetts
$662K +$640K +6,950 New
BP
943
Ballentine Partners
Massachusetts
$657K +$36.4K +395 +6%
BMC
944
Beaton Management Company
Massachusetts
$656K +$258K +2,797 +61%
DI
945
DFPG Investments
Utah
$656K +$650K +7,057 New
WAM
946
Wealthspire Advisors (Maryland)
Maryland
$655K -$78.2K -849 -11%
BPA
947
Beacon Pointe Advisors
California
$655K +$338K +3,676 +115%
FPCG
948
Fort Pitt Capital Group
Pennsylvania
$652K -$83.4K -906 -12%
RT
949
Rockland Trust
Massachusetts
$651K -$12.8K -139 -2%
VC
950
Veracity Capital
Georgia
$650K -$634K -6,888 -50%
36 37
38
39 40