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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1301
Summit Financial Group
West Virginia
$646K +$100K +555 +19%
T
1302
TNF
Montana
$645K – – –
DWM
1303
Defined Wealth Management
Oregon
$644K – – –
BRWM
1304
B. Riley Wealth Management
Tennessee
$643K -$33.6K -186 -5%
SIC
1305
Salem Investment Counselors
North Carolina
$640K -$25.8K -143 -4%
JWBC
1306
John W. Bristol & Co
New York
$640K – – –
OMIC
1307
Old Mission Investment Co
Michigan
$636K -$903 -5 -0.1%
OL
1308
Optas LLC
Texas
$636K -$73.9K -409 -11%
RI
1309
Ridgewood Investments
New Jersey
$634K -$3.07K -17 -0.5%
QCM
1310
Quantinno Capital Management
New York
$632K +$610K +3,380 New
HFM
1311
Hartford Financial Management
Connecticut
$629K -$6.14K -34 -1%
BIM
1312
Barton Investment Management
Pennsylvania
$628K -$25.3K -140 -4%
RP
1313
Riverbridge Partners
Minnesota
$626K – – –
WANY
1314
Wealthspire Advisors (New York)
New York
$625K -$649K -3,591 -52%
DA
1315
Doliver Advisors
Texas
$625K -$61.2K -339 -9%
SCM
1316
Stonebridge Capital Management
California
$625K – – –
FWTB
1317
First Western Trust Bank
Colorado
$624K +$594K +3,287 New
SAM
1318
SignalPoint Asset Management
Missouri
$620K +$3.79K +21 +0.6%
BDA
1319
Borer Denton & Associates
Pennsylvania
$616K +$595K +3,295 New
BCM
1320
BTR Capital Management
California
$616K – – –
HCM
1321
Hall Capital Management
Rhode Island
$615K -$13K -72 -2%
AIM
1322
Aspen Investment Management
Michigan
$615K -$9.03K -50 -1%
PO
1323
Private Ocean
California
$615K -$542 -3 -0.1%
CYG
1324
Clean Yield Group
Vermont
$604K – – –
VT
1325
Vise Technologies
New York
$600K +$580K +3,211 New
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