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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Chesapeake Wealth Management
Virginia
$293K -$31.8K -241 -10%
PA
1402
Procyon Advisors
Connecticut
$293K -$3.3K -25 -1%
ESB
1403
Essex Savings Bank
Connecticut
$293K – – –
CAAS
1404
Capital Asset Advisory Services
Michigan
$291K +$271K +2,054 New
HPWM
1405
Highland Private Wealth Management
Washington
$290K -$132 -1 -0%
GIM
1406
Greylin Investment Management
Virginia
$290K – – –
RCA
1407
Ranch Capital Advisors
Florida
$290K – – –
BBNA
1408
Bremer Bank National Association
Minnesota
$289K -$38.8K -294 -13%
OLA
1409
Oliver Luxxe Assets
New Jersey
$289K – – –
TCA
1410
Transcend Capital Advisors
New Jersey
$289K +$2.25K +17 +0.8%
PP
1411
Paloma Partners
Connecticut
$288K -$6.22M -47,062 -96%
LJHT
1412
Laurie J. Hall Trustee
$288K – – –
PA
1413
Probity Advisors
Texas
$287K +$268K +2,026 New
AWM
1414
Apollon Wealth Management
South Carolina
$287K +$268K +2,031 New
CA
1415
Centerpoint Advisors
Massachusetts
$285K – – –
SWA
1416
Stratos Wealth Advisors
Ohio
$285K +$28.9K +219 +12%
EI
1417
Ellevest Inc
New York
$284K +$29.1K +220 +12%
HA
1418
Harbor Advisors
Florida
$283K – – –
PFS
1419
Physicians Financial Services
North Carolina
$283K – – –
BWA
1420
BDO Wealth Advisors
Florida
$282K +$210K +1,588 +391%
ICG
1421
InterOcean Capital Group
Tennessee
$282K +$263K +1,994 New
MA
1422
MCF Advisors
Kentucky
$280K -$84.8K -642 -24%
TFA
1423
Toth Financial Advisory
Virginia
$280K +$264 +2 +0.1%
WAP
1424
Wealthcare Advisory Partners
Pennsylvania
$280K +$262K +1,983 New
WTB
1425
Washington Trust Bank
Washington
$279K -$4.1K -31 -2%
55 56
57
58 59