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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1026
Flagship Harbor Advisors
Massachusetts
$606K +$95.8K +781 +18%
TCM
1027
Tufton Capital Management
Maryland
$600K – – –
ITIM
1028
Indiana Trust & Investment Management
Indiana
$599K -$39.9K -325 -6%
PPP
1029
Private Portfolio Partners
New Jersey
$598K -$10.1K -82 -2%
CGL
1030
Clarius Group LLC
Washington
$598K +$49.2K +401 +9%
ST
1031
Spinnaker Trust
Maine
$592K +$114K +928 +23%
CST
1032
Charles Schwab Trust
Nevada
$592K +$622K +5,076 New
AL
1033
Arnhold LLC
New York
$591K – – –
HC
1034
HNP Capital
New York
$591K – – –
PAS
1035
Park Avenue Securities
New York
$591K +$9.2K +75 +2%
ISB
1036
Iowa State Bank
Iowa
$591K +$613K +5,000 New
O
1037
Ossiam
France
$590K +$31.5K +257 +5%
HIM
1038
Hillsdale Investment Management
Ontario, Canada
$583K -$33.7K -275 -5%
FCCM
1039
First City Capital Management
Georgia
$582K -$3.19K -26 -0.5%
FSA
1040
Fort Sheridan Advisors
Illinois
$579K – – –
AF
1041
Arrow Financial
New York
$578K -$12.3K -100 -2%
HH
1042
Hilltop Holdings
Texas
$573K +$281K +2,290 +89%
PWP
1043
Principle Wealth Partners
Connecticut
$570K +$151K +1,234 +34%
AAS
1044
Avantax Advisory Services
Texas
$569K +$29.9K +244 +5%
CPO
1045
Cerity Partners OCIO
New York
$568K +$30.9K +252 +6%
BRWA
1046
B. Riley Wealth Advisors
Florida
$567K -$204K -1,660 -26%
IWS
1047
Insight Wealth Strategies
California
$566K +$41.2K +336 +8%
BJL
1048
Brighton Jones LLC
Washington
$564K -$26.9K -219 -4%
RIL
1049
Rothschild Investment LLC
Illinois
$562K – – –
CWS
1050
Cypress Wealth Services
California
$560K -$223K -1,822 -28%
40 41
42
43 44