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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1026
First Personal Financial Services
North Carolina
$278K +$260K +3,752 New
FHA
1027
Flagship Harbor Advisors
Massachusetts
$275K +$249K +3,600 New
CWM
1028
Cornerstone Wealth Management
Missouri
$275K +$253K +3,649 New
DI
1029
Diligent Investors
California
$274K -$6.92K -100 -3%
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$274K – – –
SWA
1031
Sutton Wealth Advisors
Florida
$273K – – –
ZAM
1032
Zevin Asset Management
Massachusetts
$269K +$1.11K +16 +0.4%
NA
1033
NewEdge Advisors
Louisiana
$268K +$13.2K +190 +6%
MCTIC
1034
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$263K -$27.7K -400 -10%
NA
1035
Nottingham Advisors
New York
$263K – – –
TBA
1036
Train Babcock Advisors
New York
$263K – – –
CG
1037
Cutler Group
California
$259K -$11M -158,438 -98%
EVM
1038
Evelyn V. Moreno
$259K – – –
LJHT
1039
Laurie J. Hall Trustee
$259K +$238K +3,435 New
GW
1040
GW & Wade
Massachusetts
$257K -$26.7K -385 -10%
AL
1041
AJO LP
Pennsylvania
$257K +$240K +3,469 New
FCBT
1042
First Citizens Bank & Trust
North Carolina
$254K -$57.6K -832 -20%
PG
1043
Patten Group
Tennessee
$254K -$55.4K -800 -19%
GA
1044
Geneva Advisors
Illinois
$253K +$237K +3,418 New
CSA
1045
Cottage Street Advisors
Massachusetts
$252K – – –
BCM
1046
Brookstone Capital Management
Illinois
$252K +$236K +3,404 New
DCM
1047
Donaldson Capital Management
Indiana
$251K -$52.1K -752 -18%
NCM
1048
Nelson Capital Management
California
$251K -$45K -650 -16%
TIA
1049
Tiemann Investment Advisors
California
$250K -$43.2K -624 -16%
WCM
1050
Weik Capital Management
Pennsylvania
$248K -$22.5K -325 -9%
40 41
42
43 44