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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1026
Fukoku Mutual Life Insurance
Japan
$274K – – –
SWA
1027
Sutton Wealth Advisors
Florida
$273K – – –
ZAM
1028
Zevin Asset Management
Massachusetts
$269K +$1.11K +16 +0.4%
NA
1029
NewEdge Advisors
Louisiana
$268K +$13.2K +190 +6%
MCTIC
1030
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$263K -$27.7K -400 -10%
NA
1031
Nottingham Advisors
New York
$263K – – –
TBA
1032
Train Babcock Advisors
New York
$263K – – –
CG
1033
Cutler Group
California
$259K -$11M -158,438 -98%
EVM
1034
Evelyn V. Moreno
$259K – – –
LJHT
1035
Laurie J. Hall Trustee
$259K +$238K +3,435 New
GW
1036
GW & Wade
Massachusetts
$257K -$26.7K -385 -10%
AL
1037
AJO LP
Pennsylvania
$257K +$240K +3,469 New
FCBT
1038
First Citizens Bank & Trust
North Carolina
$254K -$57.6K -832 -20%
PG
1039
Patten Group
Tennessee
$254K -$55.4K -800 -19%
GA
1040
Geneva Advisors
Illinois
$253K +$237K +3,418 New
CSA
1041
Cottage Street Advisors
Massachusetts
$252K – – –
BCM
1042
Brookstone Capital Management
Illinois
$252K +$236K +3,404 New
DCM
1043
Donaldson Capital Management
Indiana
$251K -$52.1K -752 -18%
NCM
1044
Nelson Capital Management
California
$251K -$45K -650 -16%
TIA
1045
Tiemann Investment Advisors
California
$250K -$43.2K -624 -16%
WCM
1046
Weik Capital Management
Pennsylvania
$248K -$22.5K -325 -9%
TL
1047
Tirschwell & Loewy
New York
$244K -$107K -1,550 -32%
MFW
1048
Mosaic Family Wealth
Missouri
$242K -$445K -6,431 -66%
WC
1049
Whitnell & Co
Illinois
$239K -$8.65K -125 -4%
SMH
1050
Sanders Morris Harris
Texas
$236K – – –
40 41
42
43 44