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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
951
Chicago Capital
Illinois
$746K +$94.6K +900 +15%
VFA
952
Valeo Financial Advisors
Indiana
$745K +$11K +105 +2%
MFG
953
Monte Financial Group
Connecticut
$739K -$1.16K -11 -0.2%
LRPA
954
L. Roy Papp & Associates
Arizona
$738K +$9.04K +86 +1%
BHBT
955
Burke & Herbert Bank & Trust
Virginia
$733K -$2K -19 -0.3%
CCM
956
Compton Capital Management
Rhode Island
$732K – – –
WA
957
WealthTrust Axiom
Pennsylvania
$725K – – –
SCA
958
Sippican Capital Advisors
Massachusetts
$724K +$70.9K +675 +11%
CWS
959
Cypress Wealth Services
California
$722K +$695K +6,610 New
MC
960
Middleton & Co
Massachusetts
$721K – – –
LNB
961
Ledyard National Bank
$716K -$254K -2,415 -27%
CAG
962
Csenge Advisory Group
Florida
$715K -$204K -1,939 -23%
WA
963
WBH Advisory
Maryland
$714K -$26.1K -248 -4%
EFS
964
Essex Financial Services
Connecticut
$711K -$50.5K -481 -7%
WWM
965
Western Wealth Management
Colorado
$710K -$15.2K -145 -2%
BBI
966
Baxter Bros Inc
Connecticut
$710K +$105 +1 +0%
FRM
967
Fox Run Management
Connecticut
$706K +$679K +6,458 New
IC
968
Intersect Capital
California
$704K +$440K +4,185 +185%
MAFM
969
Mid Atlantic Financial Management
Pennsylvania
$703K +$20.1K +191 +3%
SBH
970
Segall Bryant & Hamill
Illinois
$697K – – –
BAM
971
Boyar Asset Management
New York
$696K – – –
TW
972
TrinityPoint Wealth
Connecticut
$691K -$8.62K -82 -1%
VRS
973
Virginia Retirement Systems
Virginia
$689K -$1.98M -18,800 -75%
MCM
974
Manchester Capital Management
Vermont
$682K – – –
FNBOSM
975
First National Bank of South Miami
Florida
$680K -$15.7K -149 -2%
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