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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1226
Salem Investment Counselors
North Carolina
$569K +$16.7K +100 +3%
PIM
1227
Profit Investment Management
Maryland
$565K – – –
BRWM
1228
B. Riley Wealth Management
Tennessee
$565K +$9.36K +56 +2%
HFM
1229
Hartford Financial Management
Connecticut
$563K – – –
CH
1230
Canton Hathaway
Rhode Island
$562K +$54.7K +327 +11%
SFA
1231
Semmax Financial Advisors
North Carolina
$561K -$33.6K -201 -6%
RP
1232
Riverbridge Partners
Minnesota
$561K – – –
FFA
1233
First Foundation Advisors
California
$556K -$19.9K -119 -3%
ACM
1234
Antonetti Capital Management
Florida
$553K +$552K +3,300 New
BCM
1235
BTR Capital Management
California
$552K – – –
EIP
1236
Ellis Investment Partners
Pennsylvania
$552K +$1K +6 +0.2%
JC
1237
JB Capital
Connecticut
$551K +$550K +3,288 New
CBT
1238
Central Bank & Trust
Kentucky
$550K -$65.9K -394 -11%
GWMIA
1239
Global Wealth Management Investment Advisory
Florida
$549K -$16.7K -100 -3%
SF
1240
Symphony Financial
Texas
$548K -$149K -889 -22%
LWAC
1241
Laurel Wealth Advisors (California)
California
$547K -$48.5K -290 -8%
BWP
1242
BSW Wealth Partners
Colorado
$546K -$35.3K -211 -6%
TSS
1243
Two Sigma Securities
New York
$546K +$242K +1,449 +80%
IWM
1244
IHT Wealth Management
Illinois
$544K -$72.4K -433 -12%
ITIM
1245
Indiana Trust & Investment Management
Indiana
$543K -$106K -636 -16%
DC
1246
Derby & Company
Massachusetts
$543K – – –
WP
1247
WMS Partners
Maryland
$541K -$43.8K -262 -8%
CYG
1248
Clean Yield Group
Vermont
$541K – – –
B
1249
Barings
North Carolina
$538K -$361K -2,160 -40%
WIM
1250
Wittenberg Investment Management
Massachusetts
$538K – – –
48 49
50
51 52