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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1001
Essex Financial Services
Connecticut
$987K -$73K -482 -6%
STC
1002
Sarah T. Connolly
$983K -$13.6K -90 -1%
AAM
1003
Auxier Asset Management
Oregon
$983K – – –
ECM
1004
Evergreen Capital Management
Washington
$982K +$105K +691 +10%
MFG
1005
Merit Financial Group
Georgia
$977K +$4.24K +28 +0.4%
LDB
1006
Lee, Danner & Bass
Tennessee
$973K – – –
CWM
1007
Chesapeake Wealth Management
Virginia
$970K +$307K +2,028 +39%
FPCP
1008
Fort Point Capital Partners
California
$968K -$46.5K -307 -4%
VST
1009
Van Strum & Towne
California
$966K – – –
BOH
1010
Bank of Hawaii
Hawaii
$962K +$171K +1,132 +19%
GW
1011
GW & Wade
Massachusetts
$960K +$4.39K +29 +0.4%
AAS
1012
Ameritas Advisory Services
Nebraska
$960K +$23.5K +155 +2%
PP
1013
Patten & Patten
Tennessee
$960K +$26.2K +173 +2%
YIA
1014
YHB Investment Advisors
Connecticut
$959K -$15.1K -100 -1%
MAA
1015
Mraz Amerine & Associates
California
$959K – – –
RWM
1016
Ritholtz Wealth Management
New York
$959K +$352K +2,326 +49%
FCB
1017
First Command Bank
Texas
$957K -$75.1K -496 -7%
FCFS
1018
First Command Financial Services
Texas
$957K -$75.1K -496 -7%
CA
1019
Continuum Advisory
Idaho
$956K +$44.4K +293 +4%
IA
1020
IFP Advisors
Florida
$956K +$182K +1,201 +12%
BAM
1021
Blueshift Asset Management
New Jersey
$954K +$1.07M +7,071 New
GAM
1022
Gotham Asset Management
New York
$950K -$392K -2,589 -27%
PFO
1023
PMC FIG Opportunities
Israel
$944K -$151K -1,000 -13%
TPA
1024
Trivium Point Advisory
Connecticut
$944K +$46.9K +310 +5%
LC
1025
Lavaca Capital
Texas
$936K -$270K -1,785 -21%
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