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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lavaca Capital
Texas
$442K +$485K +4,633 New
RI
1052
Ridgewood Investments
New Jersey
$440K – – –
LIM
1053
Leavell Investment Management
Alabama
$435K – – –
PFM
1054
Parsec Financial Management
North Carolina
$435K +$13.8K +132 +3%
MOS
1055
MGO One Seven
Ohio
$429K +$3.14K +30 +0.7%
PGAM
1056
Princeton Global Asset Management
New Jersey
$429K +$471K +4,500 New
WB
1057
WesBanco Bank
West Virginia
$425K +$10.5K +100 +2%
SAM
1058
Symphony Asset Management
California
$425K +$111K +1,064 +31%
TNB
1059
Thomasville National Bank
Georgia
$423K -$56.6K -541 -11%
KHLMTHM
1060
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$421K +$462K +4,418 New
ZCM
1061
Zebra Capital Management
Connecticut
$419K -$65.6K -627 -12%
HFM
1062
Hartford Financial Management
Connecticut
$418K -$242K -2,315 -35%
BMC
1063
Benin Management Corp
Connecticut
$415K +$18.3K +175 +4%
LWM
1064
Lyell Wealth Management
California
$413K – – –
JFL
1065
Jarislowsky, Fraser Ltd
Quebec, Canada
$411K -$41.9K -400 -8%
IWS
1066
Insight Wealth Strategies
California
$411K +$451K +4,312 New
GWMIA
1067
Global Wealth Management Investment Advisory
Florida
$408K +$448K +4,278 New
FHA
1068
Flagship Harbor Advisors
Massachusetts
$406K -$86.2K -824 -16%
SCM
1069
Stellar Capital Management
Arizona
$406K – – –
FNT
1070
First Nebraska Trust
Nebraska
$403K – – –
BFC
1071
Blue Fin Capital
Rhode Island
$400K -$8.89K -85 -2%
TWA
1072
TCI Wealth Advisors
Arizona
$400K -$8.27K -79 -2%
GCP
1073
GSA Capital Partners
United Kingdom
$399K -$506K -4,837 -54%
SCP
1074
Silverleafe Capital Partners
Tennessee
$399K – – –
ST
1075
Spinnaker Trust
Maine
$399K – – –
41 42
43
44 45