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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Centerpoint Advisors
Massachusetts
$245K – – –
HIM
1177
Harbour Investment Management
Washington
$245K – – –
MPIA
1178
Mountain Pacific Investment Advisers
Idaho
$243K – – –
BOS
1179
Bingham Osborn & Scarborough
California
$243K +$6.39K +65 +3%
BHIA
1180
Birch Hill Investment Advisors
Massachusetts
$242K – – –
MFT
1181
Moisand Fitzgerald Tamayo
Florida
$240K – – –
NEGWA
1182
New England Guild Wealth Advisors
Connecticut
$240K – – –
BFA
1183
Beaumont Financial Advisors
Massachusetts
$239K -$29.9K -304 -11%
HDIM
1184
Hanson & Doremus Investment Management
Vermont
$238K -$115K -1,174 -33%
AB
1185
AT Bancorp
Iowa
$238K – – –
CWA
1186
Clarus Wealth Advisors
Arizona
$238K – – –
BG
1187
Bahl & Gaynor
Ohio
$236K -$11.8K -120 -5%
AC
1188
Alexandria Capital
Virginia
$235K -$236K -2,400 -50%
MC
1189
Montag & Caldwell
Georgia
$235K – – –
SFI
1190
SPC Financial Inc
Maryland
$235K – – –
TAM
1191
Trillium Asset Management
Massachusetts
$235K – – –
DCM
1192
Dynamic Capital Management
Jersey
$235K +$236K +2,400 New
SCA
1193
Stonebridge Capital Advisors
Minnesota
$234K – – –
OAM
1194
Oak Asset Management
California
$233K – – –
FFSOTS
1195
Fiduciary Financial Services of The Southwest
Texas
$232K – – –
RCM
1196
RB Capital Management
Nevada
$230K +$786 +8 +0.3%
SFS
1197
Strategic Financial Services
New York
$229K – – –
CIC
1198
Cornercap Investment Counsel
Georgia
$229K +$7.37K +75 +3%
WB
1199
Webster Bank
Connecticut
$228K – – –
AW
1200
Alpha Windward
Massachusetts
$227K -$4.32K -44 -2%
46 47
48
49 50