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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1501
Essex Savings Bank
Connecticut
$585K – – –
MAM
1502
MWA Asset Management
Massachusetts
$584K -$57.4K -277 -10%
SCA
1503
Sippican Capital Advisors
Massachusetts
$583K -$435K -2,100 -45%
PCM
1504
Prelude Capital Management
New York
$582K +$247K +1,192 +87%
MME
1505
Meag Munich Ergo
Germany
$581K +$399K +1,923 +306%
DSC
1506
Duncker Streett & Co
Missouri
$581K – – –
MWA
1507
Meridian Wealth Advisors
Texas
$580K – – –
HIM
1508
Harbour Investment Management
Washington
$578K – – –
ITIM
1509
Indiana Trust & Investment Management
Indiana
$578K – – –
SRC
1510
Shufro Rose & Co
New York
$577K -$104K -500 -16%
FCA
1511
FinTrust Capital Advisors
South Carolina
$575K +$69K +333 +15%
HAIM
1512
Hunter Associates Investment Management
Pennsylvania
$575K – – –
LFG
1513
Larson Financial Group
Missouri
$573K +$20.5K +99 +4%
AIM
1514
Acropolis Investment Management
Missouri
$573K -$67.8K -327 -11%
SGI
1515
Summit Global Investments
Utah
$573K -$347K -1,674 -40%
BWA
1516
Burt Wealth Advisors
Maryland
$573K – – –
WFAG
1517
Worth Financial Advisory Group
North Carolina
$573K +$522K +2,515 New
TIA
1518
Traphagen Investment Advisors
New Jersey
$572K +$415 +2 +0.1%
EFSCE
1519
Enterprise Financial Services Corp (EFSC)
Missouri
$572K -$50K -241 -9%
PVM
1520
Palogic Value Management
Texas
$571K – – –
FMLI
1521
Fukoku Mutual Life Insurance
Japan
$570K – – –
ACM
1522
Accent Capital Management
Ohio
$569K – – –
PWP
1523
Pursue Wealth Partners
California
$569K – – –
TAM
1524
Trillium Asset Management
Massachusetts
$569K -$386K -1,863 -43%
RCG
1525
Regatta Capital Group
California
$569K -$14.7K -71 -3%
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