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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1076
Bredin Investment
Delaware
$365K +$352K +3,694 New
KLI
1077
Kelman-Lazarov Inc
Tennessee
$363K -$75K -787 -18%
IBOK
1078
Independence Bank of Kentucky
Kentucky
$363K +$348K +3,655 New
DI
1079
Diligent Investors
California
$362K – – –
CAM
1080
Cypress Asset Management
Texas
$360K +$7.14K +75 +2%
TNB
1081
Thomasville National Bank
Georgia
$358K -$606K -6,368 -64%
EAM
1082
Evanson Asset Management
California
$356K -$3.43K -36 -1%
EWA
1083
EP Wealth Advisors
California
$354K +$11.7K +123 +4%
SNT
1084
Security National Trust
West Virginia
$353K – – –
LA
1085
LVW Advisors
New York
$350K -$20.6K -216 -6%
EVM
1086
Evelyn V. Moreno
$348K – – –
FMLI
1087
Fukoku Mutual Life Insurance
Japan
$348K – – –
PFS
1088
Physicians Financial Services
North Carolina
$348K – – –
SC
1089
Saybrook Capital
North Carolina
$348K +$333K +3,500 New
MWP
1090
MYCIO Wealth Partners
Pennsylvania
$347K -$19.4K -204 -6%
SIC
1091
Sigma Investment Counselors
Michigan
$347K +$857 +9 +0.3%
BTNA
1092
Bremer Trust National Association
Minnesota
$345K -$97.9K -1,028 -23%
ATC
1093
Adirondack Trust Company
New York
$345K -$4.76K -50 -1%
BWA
1094
Burt Wealth Advisors
Maryland
$345K +$108K +1,139 +49%
WCM
1095
Weik Capital Management
Pennsylvania
$343K – – –
CTA
1096
Colonial Trust Advisors
South Carolina
$343K +$329K +3,450 New
NA
1097
Nottingham Advisors
New York
$340K +$2.19K +23 +0.7%
MOS
1098
MGO One Seven
Ohio
$339K +$325K +3,413 New
BRWA
1099
B. Riley Wealth Advisors
Florida
$338K -$209K -2,192 -39%
CSA
1100
Cottage Street Advisors
Massachusetts
$338K – – –
42 43
44
45 46