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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1201
Ramirez Asset Management
New York
$1.55M – – –
WC
1202
Woodstock Corp
Massachusetts
$1.55M -$103K -359 -6%
SAM
1203
S.A. Mason
Michigan
$1.54M -$21.3K -74 -1%
FP
1204
Factorial Partners
New York
$1.54M – – –
VRM
1205
Vectors Research Management
New York
$1.54M – – –
AL
1206
Aspiriant LLC
California
$1.53M +$48.8K +170 +3%
PC
1207
Pecaut & Co
Iowa
$1.53M – – –
OFS
1208
Orrstown Financial Services
Pennsylvania
$1.53M +$197K +685 +15%
AI
1209
AXS Investments
New York
$1.53M -$168K -586 -10%
LA
1210
Legacy Advisors
Pennsylvania
$1.53M +$34.5K +120 +2%
PIM
1211
Profit Investment Management
Maryland
$1.53M -$39.6K -138 -3%
BAAM
1212
Baker Avenue Asset Management
California
$1.53M +$97.1K +338 +7%
SWM
1213
Sterling Wealth Management
Illinois
$1.52M – – –
PP
1214
Patten & Patten
Tennessee
$1.52M +$42.2K +147 +3%
SIA
1215
Strategic Investment Advisors
Michigan
$1.52M -$102K -354 -6%
WA
1216
WealthTrust Axiom
Pennsylvania
$1.51M -$5.17K -18 -0.4%
HIA
1217
Harbor Investment Advisory
Maryland
$1.51M +$23.8K +83 +2%
BI
1218
Bradyco Inc
Massachusetts
$1.51M +$1.46M +5,074 New
CWS
1219
Confluence Wealth Services
Pennsylvania
$1.5M – – –
CFG
1220
Carr Financial Group
Massachusetts
$1.5M -$115K -401 -7%
PA
1221
PFG Advisors
Arizona
$1.5M -$42.8K -149 -3%
CP
1222
Canopy Partners
Ohio
$1.5M +$166K +579 +13%
SOAMC
1223
Spirit of America Management Corp
New York
$1.48M – – –
WT
1224
Washington Trust
Rhode Island
$1.48M +$99.7K +347 +7%
GC
1225
Garde Capital
Washington
$1.48M +$42.5K +148 +3%
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