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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1076
First National Bank & Trust Co of Newtown
Pennsylvania
$324K – – –
MWAC
1077
Mariner Wealth Advisors (Cincinnati)
Ohio
$323K +$24.5K +295 +8%
SPC
1078
Stewart & Patten Company
California
$320K -$16.6K -200 -5%
WA
1079
Wheatland Advisors
Pennsylvania
$320K – – –
LA
1080
LVW Advisors
New York
$318K +$6.48K +78 +2%
SNT
1081
Security National Trust
West Virginia
$317K -$49.8K -600 -13%
DTL
1082
Dynamic Technology Lab
Singapore
$317K +$337K +4,053 New
HVIA
1083
Hudson Valley Investment Advisors
New York
$314K +$114K +1,375 +52%
FMLI
1084
Fukoku Mutual Life Insurance
Japan
$312K -$166K -2,000 -33%
BDF
1085
Balasa Dinverno & Foltz
$311K -$188K -2,264 -36%
CPA
1086
Capital Planning Advisors
California
$311K +$31.2K +375 +10%
MCWS
1087
McKinley Carter Wealth Services
West Virginia
$308K +$7.98K +96 +2%
DI
1088
Diligent Investors
California
$308K +$330K +3,969 New
HAIM
1089
Hunter Associates Investment Management
Pennsylvania
$306K – – –
CBN
1090
Cadence Bank NA
Texas
$306K +$42.4K +510 +15%
PCM
1091
Parsons Capital Management
Rhode Island
$305K +$58.2K +700 +22%
FFSOTS
1092
Fiduciary Financial Services of The Southwest
Texas
$304K -$70.6K -850 -18%
PHS
1093
Pekin Hardy Strauss
Illinois
$303K +$322K +3,881 New
GLI
1094
Guardian Life Insurance
New York
$300K -$103K -1,238 -24%
WMC
1095
Westwood Management Corporation
Illinois
$297K -$514K -6,190 -62%
IAS
1096
IMA Advisory Services
Colorado
$297K – – –
BCMO
1097
Buckingham Capital Management (Ohio)
Ohio
$296K – – –
VDBMI
1098
Van Den Berg Management I
Texas
$295K -$33.2K -400 -10%
PTB
1099
Pioneer Trust Bank
Oregon
$295K +$35.7K +430 +13%
UR
1100
USCA RIA
Texas
$294K +$63.6K +766 +26%
42 43
44
45 46