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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
Montag & Associates
Georgia
$398K – – –
SI
902
SII Investments
Wisconsin
$397K -$33.3K -519 -8%
FBT
903
First Bankers Trust
Kentucky
$396K +$48.5K +755 +14%
LA
904
Lucus Advisors
New York
$396K +$397K +6,182 New
NAMA
905
Nikko Asset Management Americas
New York
$391K – – –
WCM
906
Windsor Capital Management
Arizona
$387K -$9.83K -153 -2%
BC
907
Barnett & Company
Tennessee
$387K – – –
ITIM
908
Indiana Trust & Investment Management
Indiana
$386K +$6.42K +100 +2%
MHIM
909
MacNealy Hoover Investment Management
Ohio
$384K – – –
MFW
910
Meristem Family Wealth
Minnesota
$383K +$9.83K +153 +3%
HT
911
HighTower Trust
Texas
$382K +$9.64K +150 +3%
PTC
912
Private Trust Company
Ohio
$379K +$31.8K +495 +9%
WSTAM
913
Wilbanks Smith & Thomas Asset Management
Virginia
$377K -$75.1K -1,169 -17%
SSWM
914
Sheets Smith Wealth Management
North Carolina
$376K +$377K +5,874 New
BTNA
915
Bremer Trust National Association
Minnesota
$375K -$24.1K -375 -6%
MGIA
916
Moneta Group Investment Advisors
Missouri
$375K -$3.21K -50 -0.8%
CCMG
917
Clark Capital Management Group
Pennsylvania
$374K +$2.7K +42 +0.7%
EWA
918
Exencial Wealth Advisors
Oklahoma
$374K +$362K +5,634 New
TF
919
Tompkins Financial
New York
$373K -$104K -1,618 -22%
BWM
920
Braver Wealth Management
Massachusetts
$373K -$77.5K -1,207 -17%
GF
921
Gerstein Fisher
New York
$372K +$8.16K +127 +2%
SGA
922
Strategic Global Advisors
California
$366K +$707 +11 +0.2%
TNAM
923
Terra Nova Asset Management
New York
$363K -$364K -5,667 -50%
OC
924
Oakworth Capital
Alabama
$362K +$642 +10 +0.2%
BMC
925
Benin Management Corp
Connecticut
$355K +$12.8K +200 +4%
35 36
37
38 39