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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1176
Cypress Wealth Services
California
$266K +$255K +2,681 New
AP
1177
Appleton Partners
Massachusetts
$263K – – –
HAIM
1178
Hunter Associates Investment Management
Pennsylvania
$262K – – –
CFC
1179
Coyle Financial Counsel
Illinois
$262K +$251K +2,640 New
NPA
1180
Nichols & Pratt Advisers
Massachusetts
$258K – – –
VCM
1181
Virtue Capital Management
Tennessee
$256K +$246K +2,581 New
TAM
1182
Trillium Asset Management
Massachusetts
$254K +$15.2K +160 +7%
MA
1183
Mutual Advisors
Nebraska
$254K +$244K +2,562 New
ECM
1184
ETrade Capital Management
Virginia
$253K +$242K +2,543 New
HDIM
1185
Hanson & Doremus Investment Management
Vermont
$252K – – –
RCM
1186
RB Capital Management
Nevada
$252K +$857 +9 +0.4%
FANJ
1187
Financial Architects (New Jersey)
New Jersey
$252K +$12.9K +135 +6%
RWM
1188
Ritholtz Wealth Management
New York
$252K +$20.3K +213 +9%
PAS
1189
Partnervest Advisory Services
California
$250K -$1.33K -14 -0.6%
SLA
1190
Silver Lake Advisory
Utah
$249K +$381 +4 +0.2%
HIM
1191
Harbour Investment Management
Washington
$248K – – –
MPIA
1192
Mountain Pacific Investment Advisers
Idaho
$246K +$23.8K +250 +11%
BHIA
1193
Birch Hill Investment Advisors
Massachusetts
$245K – – –
DCM
1194
Dynamic Capital Management
Jersey
$244K -$238K -2,502 -50%
MFT
1195
Moisand Fitzgerald Tamayo
Florida
$243K – – –
NEGWA
1196
New England Guild Wealth Advisors
Connecticut
$243K +$233K +2,449 New
FFBTD
1197
First Financial Bank - Trust Division
Ohio
$242K -$57.1K -600 -20%
AB
1198
AT Bancorp
Iowa
$241K – – –
BOS
1199
Bingham Osborn & Scarborough
California
$239K -$1.71K -18 -0.7%
QPWM
1200
Quadrant Private Wealth Management
Pennsylvania
$239K +$229K +2,403 New
46 47
48
49 50