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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1226
TNF
Montana
$574K +$598K +3,575 New
GBT
1227
Grove Bank & Trust
Florida
$572K – – –
SIC
1228
Salem Investment Counselors
North Carolina
$569K +$16.7K +100 +3%
PIM
1229
Profit Investment Management
Maryland
$565K – – –
BRWM
1230
B. Riley Wealth Management
Tennessee
$565K +$9.36K +56 +2%
HFM
1231
Hartford Financial Management
Connecticut
$563K – – –
CH
1232
Canton Hathaway
Rhode Island
$562K +$54.7K +327 +11%
SFA
1233
Semmax Financial Advisors
North Carolina
$561K -$33.6K -201 -6%
RP
1234
Riverbridge Partners
Minnesota
$561K – – –
FFA
1235
First Foundation Advisors
California
$556K -$19.9K -119 -3%
ACM
1236
Antonetti Capital Management
Florida
$553K +$552K +3,300 New
BCM
1237
BTR Capital Management
California
$552K – – –
EIP
1238
Ellis Investment Partners
Pennsylvania
$552K +$1K +6 +0.2%
JC
1239
JB Capital
Connecticut
$551K +$550K +3,288 New
CBT
1240
Central Bank & Trust
Kentucky
$550K -$65.9K -394 -11%
GWMIA
1241
Global Wealth Management Investment Advisory
Florida
$549K -$16.7K -100 -3%
SF
1242
Symphony Financial
Texas
$548K -$149K -889 -22%
LWAC
1243
Laurel Wealth Advisors (California)
California
$547K -$48.5K -290 -8%
BWP
1244
BSW Wealth Partners
Colorado
$546K -$35.3K -211 -6%
TSS
1245
Two Sigma Securities
New York
$546K +$242K +1,449 +80%
IWM
1246
IHT Wealth Management
Illinois
$544K -$72.4K -433 -12%
ITIM
1247
Indiana Trust & Investment Management
Indiana
$543K -$106K -636 -16%
DC
1248
Derby & Company
Massachusetts
$543K – – –
WP
1249
WMS Partners
Maryland
$541K -$43.8K -262 -8%
CYG
1250
Clean Yield Group
Vermont
$541K – – –
48 49
50
51 52