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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1226
Virtue Capital Management
Tennessee
$214K -$53.2K -541 -20%
IWP
1227
Icon Wealth Partners
Texas
$214K -$29K -295 -12%
PV
1228
Private Vista
Illinois
$214K -$2.16K -22 -1%
OLA
1229
Oliver Luxxe Assets
New Jersey
$214K – – –
RMDI
1230
R.M. Davis Inc
Maine
$214K +$215K +2,184 New
BS
1231
Boenning & Scattergood
Pennsylvania
$214K +$215K +2,188 New
SFS
1232
Sowell Financial Services
Arkansas
$213K -$434K -4,420 -68%
TCM
1233
Tufton Capital Management
Maryland
$213K -$56.5K -575 -21%
HWA
1234
HCR Wealth Advisors
California
$213K – – –
HPC
1235
Hobart Private Capital
North Carolina
$211K +$212K +2,158 New
CBT
1236
Central Bank & Trust
Kentucky
$211K -$19.7K -200 -9%
SLA
1237
Silver Lake Advisory
Utah
$210K -$1.28K -13 -0.5%
CASB
1238
Cape Ann Savings Bank
Massachusetts
$210K +$206K +2,100 New
CC
1239
Cedar Capital
Illinois
$210K +$210K +2,140 New
BFM
1240
Boothbay Fund Management
New York
$210K +$211K +2,144 New
FHB
1241
First Hawaiian Bank
Hawaii
$209K +$209K +2,125 New
PL
1242
Plancorp LLC
Missouri
$208K +$209K +2,123 New
GIP
1243
Granite Investment Partners
California
$206K +$206K +2,100 New
VCAM
1244
Van Cleef Asset Management
Ohio
$206K +$206K +2,100 New
WPW
1245
Waldron Private Wealth
Pennsylvania
$206K +$207K +2,103 New
IRC
1246
Investors Research Corp
Georgia
$205K +$205K +2,088 New
CIP
1247
Convergence Investment Partners
Florida
$202K +$4.82K +49 +2%
FHA
1248
First Horizon Advisors
Tennessee
$202K +$99.8K +1,016 +96%
WIA
1249
Westbourne Investment Advisors
Maryland
$201K -$68.8K -700 -25%
CAM
1250
Close Asset Management
United Kingdom
$200K – – –
48 49
50
51 52