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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1001
Vident Investment Advisory
Georgia
$472K -$65.4K -666 -12%
FBT
1002
First Bankers Trust
Kentucky
$472K – – –
BOTW
1003
Bank of the West
California
$469K -$40.7K -414 -8%
RIL
1004
Rothschild Investment LLC
Illinois
$466K – – –
LFAS
1005
Level Four Advisory Services
Texas
$464K +$983 +10 +0.2%
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$460K -$10.3K -105 -2%
ST
1007
Spinnaker Trust
Maine
$458K +$14.2K +145 +3%
BMC
1008
Beaton Management Company
Massachusetts
$456K – – –
SC
1009
Schulhoff & Co
Ohio
$455K – – –
BFC
1010
Blue Fin Capital
Rhode Island
$455K +$2.65K +27 +0.6%
WTB
1011
Washington Trust Bank
Washington
$451K -$403K -4,100 -47%
PFM
1012
Parsec Financial Management
North Carolina
$448K +$197K +2,000 +78%
LIM
1013
Leavell Investment Management
Alabama
$447K – – –
WPC
1014
White Pine Capital
Minnesota
$445K +$1.47K +15 +0.3%
LWAC
1015
Laurel Wealth Advisors (California)
California
$444K -$9.63K -98 -2%
TF
1016
Tompkins Financial
New York
$443K – – –
PGCM
1017
Prescott Group Capital Management
Oklahoma
$441K – – –
CA
1018
Continuum Advisory
Idaho
$437K +$20.1K +205 +5%
AWM
1019
Aevitas Wealth Management
Massachusetts
$432K +$1.38K +14 +0.3%
SGAM
1020
Steinberg Global Asset Management
Florida
$432K +$9.83K +100 +2%
CIC
1021
Carnegie Investment Counsel
Ohio
$431K +$168K +1,709 +68%
BST
1022
Bath Savings Trust
Maine
$428K – – –
WB
1023
WesBanco Bank
West Virginia
$427K – – –
LWM
1024
Lyell Wealth Management
California
$425K – – –
BIA
1025
Bigelow Investment Advisors
Maine
$423K -$2.46K -25 -0.6%
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