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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Coastline Trust
Rhode Island
$936K +$4.54K +30 +0.4%
CCA
1027
Checchi Capital Advisers
California
$932K -$6.81K -45 -0.6%
HVM
1028
Harvest Volatility Management
Connecticut
$932K +$55.1K +364 +6%
TAM
1029
Trust Asset Management
Texas
$932K +$67.7K +447 +7%
PSB
1030
Piscataqua Savings Bank
New Hampshire
$931K -$17K -112 -2%
SWA
1031
SOA Wealth Advisors
New York
$931K +$8.32K +55 +0.8%
MA
1032
Mutual Advisors
Nebraska
$931K +$109K +720 +12%
UH
1033
Unigestion Holding
Switzerland
$929K -$34.5K -228 -3%
CGL
1034
Clarius Group LLC
Washington
$929K -$15K -99 -1%
CIA
1035
Citadel Investment Advisory
Ohio
$929K – – –
PPWM
1036
Paragon Private Wealth Management
Kentucky
$929K +$66.9K +442 +8%
SCI
1037
Stableford Capital II
Arizona
$928K -$2.42K -16 -0.2%
BWM
1038
BNC Wealth Management
Oregon
$926K -$69.2K -457 -6%
VC
1039
Veracity Capital
Georgia
$922K +$6.81K +45 +0.7%
SAM
1040
Strategy Asset Managers
California
$922K +$724K +4,786 +234%
FHA
1041
Flagship Harbor Advisors
Massachusetts
$921K +$174K +1,148 +20%
BRC
1042
Bell Rock Capital
Delaware
$921K +$1.03M +6,825 New
SP
1043
Symmetry Partners
Connecticut
$920K +$70.7K +467 +7%
ML
1044
McAdam LLC
Pennsylvania
$914K +$4.84K +32 +0.5%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K -$267K -1,762 -21%
AI
1046
AXS Investments
New York
$911K -$339K -2,240 -25%
SBH
1047
Segall Bryant & Hamill
Illinois
$908K -$4.09K -27 -0.4%
AFA
1048
Abacus FCF Advisors
Florida
$907K -$51.9K -343 -5%
HI
1049
Harbour Investments
Wisconsin
$907K – – –
LNB
1050
Ledyard National Bank
$907K – – –
40 41
42
43 44