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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
951
Eastern Bank
Massachusetts
$584K -$11.9K -123 -2%
PGWM
952
Parisi Gray Wealth Management
New Jersey
$582K -$77.4K -799 -11%
MA
953
Montag & Associates
Georgia
$579K +$24.2K +250 +4%
HA
954
Halsey Associates
Connecticut
$574K -$14.5K -150 -2%
GT
955
Greenleaf Trust
Michigan
$571K +$31.7K +327 +6%
PVWM
956
Point View Wealth Management
New Jersey
$569K +$5.13K +53 +0.9%
SCI
957
S&CO Inc
Massachusetts
$569K +$67.8K +700 +13%
QSS
958
Quantitative Systematic Strategies
Florida
$564K -$1.29M -13,270 -69%
PCM
959
Penserra Capital Management
California
$564K -$57.1K -589 -9%
ACG
960
Allen Capital Group
Nebraska
$564K +$53.9K +556 +10%
WC
961
Weil Company
California
$560K – – –
PFBT
962
Parkside Financial Bank & Trust
Missouri
$560K +$29.6K +306 +5%
BHB
963
Bank Hapoalim BM
Israel
$555K -$5.81K -60 -1%
BBI
964
Baxter Bros Inc
Connecticut
$553K -$12.1K -125 -2%
CC
965
Chicago Capital
Illinois
$553K +$574K +5,928 New
PC
966
Palo Capital
California
$552K – – –
GC
967
Garde Capital
Washington
$550K – – –
MIH
968
Meitav Investment House
Israel
$544K -$1.16M -11,982 -67%
SSWM
969
Sheets Smith Wealth Management
North Carolina
$538K -$74K -764 -12%
MGIA
970
Moneta Group Investment Advisors
Missouri
$538K +$5.52K +57 +1%
ED
971
Exane Derivatives
France
$535K -$178K -1,834 -24%
EIM
972
Essex Investment Management
Massachusetts
$532K -$13.6K -140 -2%
KFS
973
Kurt F. Somerville
$529K -$41.2K -425 -7%
RWM
974
Raffa Wealth Management
District of Columbia
$526K +$6.39K +66 +1%
AWA
975
Arete Wealth Advisors
Illinois
$526K -$12.8K -132 -2%
37 38
39
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