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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1151
Monetary Management Group
Missouri
$210K +$47.6K +600 +29%
CC
1152
Cannell & Co
New York
$210K +$214K +2,700 New
S
1153
SignatureFD
Georgia
$209K -$21.5K -271 -9%
CD
1154
Carl Domino
Florida
$209K +$5.79K +73 +3%
MIC
1155
MU Investments Company
Japan
$208K -$151K -1,900 -42%
BOTW
1156
Bank of the West
California
$208K -$16.6K -209 -7%
SAMC
1157
Shinko Asset Management Company
Japan
$207K -$17.9K -226 -8%
SFI
1158
SPC Financial Inc
Maryland
$207K – – –
FA
1159
Fagan Associates
New York
$206K – – –
HW
1160
Hancock Whitney
Mississippi
$204K – – –
AP
1161
Appleton Partners
Massachusetts
$202K -$11.9K -150 -5%
EP
1162
Elkhorn Partners
Nebraska
$202K – – –
VIA
1163
Vantage Investment Advisors
Pennsylvania
$189K -$201K -2,530 -51%
BL
1164
Balentine LLC
Georgia
$188K +$9.52K +120 +5%
AW
1165
Alpha Windward
Massachusetts
$180K -$714 -9 -0.4%
EWM
1166
Endurance Wealth Management
Rhode Island
$171K +$175K +2,200 New
LNB
1167
Ledyard National Bank
$170K – – –
CGT
1168
Capital Guardian Trust
California
$168K -$58.1K -732 -25%
BBPWM
1169
Blue Bell Private Wealth Management
Pennsylvania
$159K – – –
PMFA
1170
Plante Moran Financial Advisors
Michigan
$159K +$36K +454 +28%
RWM
1171
Raffa Wealth Management
District of Columbia
$157K +$159K +2,006 +11,144%
HP
1172
Hikari Power
Japan
$155K – – –
CCS
1173
Crosspoint Capital Strategies
California
$140K +$127K +1,600 +800%
FNYS
1174
First New York Securities
New York
$140K +$87.3K +1,100 +157%
LWM
1175
Lenox Wealth Management
Ohio
$138K -$1.67K -21 -1%
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48 49