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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
951
Sippican Capital Advisors
Massachusetts
$775K -$9.2K -75 -1%
SVWAG
952
Sound View Wealth Advisors Group
Georgia
$775K +$78.5K +640 +11%
CM
953
Capula Management
Cayman Islands
$775K +$803K +6,550 New
ONB
954
Old National Bancorp
Indiana
$774K -$287K -2,340 -26%
HFS
955
Haverford Financial Services
Pennsylvania
$772K -$123K -1,000 -13%
MCM
956
MAI Capital Management
Ohio
$771K -$8.71K -71 -1%
CCM
957
Compton Capital Management
Rhode Island
$769K – – –
CCA
958
Catalyst Capital Advisors
New York
$769K +$797K +6,500 New
BP
959
Ballentine Partners
Massachusetts
$768K +$47.3K +386 +6%
PCA
960
Personal Capital Advisors
California
$768K +$469K +3,823 +143%
MWM
961
MorganRosel Wealth Management
Colorado
$765K -$25.4K -207 -3%
EWM
962
Evermay Wealth Management
Virginia
$754K +$162K +1,320 +26%
CWM
963
Cornerstone Wealth Management
Missouri
$753K -$4.78K -39 -0.6%
BAM
964
Boyar Asset Management
New York
$753K – – –
SBH
965
Segall Bryant & Hamill
Illinois
$750K -$23.1K -188 -3%
CAG
966
Crestwood Advisors Group
Massachusetts
$749K -$61.8K -504 -7%
TW
967
TrinityPoint Wealth
Connecticut
$747K +$1.96K +16 +0.3%
PGWM
968
Parisi Gray Wealth Management
New Jersey
$747K +$3.31K +27 +0.4%
VRS
969
Virginia Retirement Systems
Virginia
$745K – – –
FNBOSM
970
First National Bank of South Miami
Florida
$744K -$1.23K -10 -0.2%
IAA
971
Independent Advisor Alliance
North Carolina
$741K -$2.7K -22 -0.3%
MCM
972
Manchester Capital Management
Vermont
$739K – – –
RMC
973
Resources Management Corp
Connecticut
$736K +$763K +6,225 New
LNC
974
Lincoln National Corp
Pennsylvania
$733K +$760K +6,197 New
HA
975
Halsey Associates
Connecticut
$728K +$755K +6,159 New
37 38
39
40 41