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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
976
Evergreen Capital Management
Washington
$1.21M -$2.73K -16 -0.2%
IHL
977
Investment House LLC
California
$1.21M – – –
STC
978
Sarah T. Connolly
$1.21M – – –
SS
979
Simplicity Solutions
Minnesota
$1.2M +$735K +4,312 +142%
BB
980
Berkshire Bank
Massachusetts
$1.2M +$105K +614 +9%
CAG
981
Crestwood Advisors Group
Massachusetts
$1.2M – – –
JWCA
982
J.W. Cole Advisors
Florida
$1.19M -$1.02K -6 -0.1%
JI
983
Jeereddi Investments
California
$1.19M -$97.2K -570 -7%
MAA
984
Mraz Amerine & Associates
California
$1.18M – – –
MI
985
Markston International
New York
$1.18M -$444K -2,605 -27%
YIA
986
YHB Investment Advisors
Connecticut
$1.18M -$18.4K -108 -1%
OFS
987
Orrstown Financial Services
Pennsylvania
$1.17M -$40.1K -235 -3%
SWA
988
SOA Wealth Advisors
New York
$1.17M -$97.2K -570 -7%
PP
989
Patten & Patten
Tennessee
$1.17M -$102K -600 -8%
HI
990
Harbour Investments
Wisconsin
$1.16M -$983K -5,767 -45%
VST
991
Van Strum & Towne
California
$1.16M – – –
SBH
992
Segall Bryant & Hamill
Illinois
$1.15M -$5.29K -31 -0.4%
SIA
993
Strategic Investment Advisors
Michigan
$1.14M +$110K +646 +10%
OFS
994
Oldfather Financial Services
Nebraska
$1.14M +$11.6K +68 +1%
CT
995
Coastline Trust
Rhode Island
$1.14M +$3.92K +23 +0.3%
SFA
996
Sequoia Financial Advisors
Ohio
$1.14M +$711K +4,170 +149%
MOS
997
MGO One Seven
Ohio
$1.14M +$181K +1,064 +18%
DPIM
998
Duff & Phelps Investment Management
Illinois
$1.14M +$5.12K +30 +0.4%
CIA
999
Citadel Investment Advisory
Ohio
$1.14M – – –
WANY
1000
Wealthspire Advisors (New York)
New York
$1.13M -$150K -880 -11%
38 39
40
41 42