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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
976
John W. Bristol & Co
New York
$598K +$656K +6,270 New
SCP
977
Sandhill Capital Partners
New York
$597K -$29.1K -278 -4%
EB
978
Eastern Bank
Massachusetts
$596K – – –
MAFM
979
Mid Atlantic Financial Management
Pennsylvania
$595K +$653K +6,245 New
ACG
980
Allen Capital Group
Nebraska
$593K -$4.18K -40 -0.7%
HA
981
Halsey Associates
Connecticut
$587K +$644K +6,159 New
EM
982
Excalibur Management
Massachusetts
$586K -$15.7K -150 -2%
WI
983
Wintrust Investments
Illinois
$586K +$38.1K +364 +6%
BOTW
984
Bank of the West
California
$586K +$229K +2,186 +55%
RIM
985
Regent Investment Management
Kentucky
$581K -$10.5K -100 -2%
HCC
986
Hirtle Callaghan & Co
Pennsylvania
$581K – – –
LFAS
987
Level Four Advisory Services
Texas
$579K +$104K +991 +19%
PVWM
988
Point View Wealth Management
New Jersey
$578K -$1.67K -16 -0.3%
RT
989
Rockland Trust
Massachusetts
$578K +$77.6K +742 +14%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$578K +$635K +6,066 New
SWA
991
Stratos Wealth Advisors
Ohio
$574K +$630K +6,018 New
BHB
992
Bank Hapoalim BM
Israel
$573K – – –
B
993
Barings
North Carolina
$573K – – –
WC
994
Weil Company
California
$572K – – –
GC
995
Garde Capital
Washington
$571K +$4.6K +44 +0.7%
MGIA
996
Moneta Group Investment Advisors
Missouri
$570K +$9K +86 +1%
SCA
997
Sippican Capital Advisors
Massachusetts
$567K +$99.4K +950 +19%
CC
998
Chicago Capital
Illinois
$565K – – –
SCI
999
S&CO Inc
Massachusetts
$562K – – –
PC
1000
Palo Capital
California
$561K +$5.02K +48 +0.8%
38 39
40
41 42