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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1101
Aspiriant LLC
California
$222K +$209K +2,637 New
BG
1102
Bahl & Gaynor
Ohio
$219K -$137K -1,729 -40%
MCM
1103
Maryland Capital Management
Maryland
$219K -$11.7K -148 -5%
PAS
1104
Partnervest Advisory Services
California
$219K -$11.4K -144 -5%
AAC
1105
Asset Advisors Corp
Georgia
$219K – – –
NPA
1106
Nichols & Pratt Advisers
Massachusetts
$219K – – –
WPC
1107
Waters Parkerson & Co
Louisiana
$216K – – –
CA
1108
Capital Advantage
California
$215K -$3.01K -38 -1%
FCBT
1109
First Citizens Bank & Trust
North Carolina
$215K +$202K +2,550 New
HDIM
1110
Hanson & Doremus Investment Management
Vermont
$214K -$3.96K -50 -2%
RCM
1111
RB Capital Management
Nevada
$212K -$1.42K -18 -0.7%
PFM
1112
Parsec Financial Management
North Carolina
$212K +$199K +2,513 New
HIM
1113
Harbour Investment Management
Washington
$211K +$198K +2,500 New
DBIA
1114
Dumont & Blake Investment Advisors
New Jersey
$211K +$199K +2,510 New
QC
1115
QCM Cayman
Texas
$210K -$121K -1,529 -38%
LNC
1116
Lincoln National Corp
Pennsylvania
$210K +$197K +2,495 New
SLA
1117
Silver Lake Advisory
Utah
$210K +$197K +2,495 New
BHIA
1118
Birch Hill Investment Advisors
Massachusetts
$208K +$196K +2,472 New
OWP
1119
Obermeyer Wealth Partners
Colorado
$208K +$196K +2,474 New
CIP
1120
Convergence Investment Partners
Florida
$207K +$194K +2,456 New
FANJ
1121
Financial Architects (New Jersey)
New Jersey
$206K -$7.91K -100 -4%
BO
1122
Bank OZK
Arkansas
$206K +$193K +2,444 New
AW
1123
Alpha Windward
Massachusetts
$204K -$316 -4 -0.2%
MWAC
1124
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$192K +2,422 New
AB
1125
AT Bancorp
Iowa
$204K +$192K +2,427 New
43 44
45
46 47