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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
926
Kelman-Lazarov Inc
Tennessee
$330K – – –
FBT
927
First Bankers Trust
Kentucky
$330K -$228K -3,600 -40%
PTC
928
Private Trust Company
Ohio
$330K -$7.29K -115 -2%
GWM
929
Geneos Wealth Management
Colorado
$330K +$3.29K +52 +1%
FNT
930
First Nebraska Trust
Nebraska
$330K – – –
SCI
931
S&CO Inc
Massachusetts
$328K -$66.5K -1,050 -16%
OIA
932
Optimum Investment Advisors
Illinois
$328K -$28.5K -450 -8%
DCM
933
Donaldson Capital Management
Indiana
$327K -$302K -4,771 -47%
EAM
934
Evanson Asset Management
California
$327K +$5.13K +81 +2%
BMC
935
Benin Management Corp
Connecticut
$325K – – –
KT
936
Kanaly Trust
Texas
$325K +$67.7K +1,068 +25%
EIM
937
Essex Investment Management
Massachusetts
$324K -$202K -3,185 -37%
MCM
938
Manchester Capital Management
Vermont
$322K – – –
CC
939
Cannell & Co
New York
$322K +$336K +5,300 New
BP
940
Ballentine Partners
Massachusetts
$321K +$15.1K +238 +5%
WEC
941
Winslow Evans & Crocker
Massachusetts
$318K +$3.55K +56 +1%
PAIA
942
Park Avenue Institutional Advisers
New York
$314K -$6.53K -103 -2%
CM
943
Castleark Management
Illinois
$314K – – –
NIPH
944
NN Investment Partners Holdings
Netherlands
$312K -$2.54M -40,090 -89%
MRCM
945
M&R Capital Management
New Jersey
$312K +$253 +4 +0.1%
DSC
946
Duncker Streett & Co
Missouri
$312K +$6.33K +100 +2%
BCB
947
Brian C. Broderick
$311K – – –
RWM
948
Raffa Wealth Management
District of Columbia
$311K – – –
AAC
949
Asset Advisors Corp
Georgia
$310K -$12.7K -200 -4%
RIL
950
Rothschild Investment LLC
Illinois
$310K +$4.18K +66 +1%
36 37
38
39 40