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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Maryland Capital Management
Maryland
$219K -$11.7K -148 -5%
PAS
1102
Partnervest Advisory Services
California
$219K -$11.4K -144 -5%
AAC
1103
Asset Advisors Corp
Georgia
$219K – – –
NPA
1104
Nichols & Pratt Advisers
Massachusetts
$219K – – –
WPC
1105
Waters Parkerson & Co
Louisiana
$216K – – –
CA
1106
Capital Advantage
California
$215K -$3.01K -38 -1%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$215K +$202K +2,550 New
HDIM
1108
Hanson & Doremus Investment Management
Vermont
$214K -$3.96K -50 -2%
RCM
1109
RB Capital Management
Nevada
$212K -$1.42K -18 -0.7%
PFM
1110
Parsec Financial Management
North Carolina
$212K +$199K +2,513 New
HIM
1111
Harbour Investment Management
Washington
$211K +$198K +2,500 New
DBIA
1112
Dumont & Blake Investment Advisors
New Jersey
$211K +$199K +2,510 New
QC
1113
QCM Cayman
Texas
$210K -$121K -1,529 -38%
LNC
1114
Lincoln National Corp
Pennsylvania
$210K +$197K +2,495 New
SLA
1115
Silver Lake Advisory
Utah
$210K +$197K +2,495 New
BHIA
1116
Birch Hill Investment Advisors
Massachusetts
$208K +$196K +2,472 New
OWP
1117
Obermeyer Wealth Partners
Colorado
$208K +$196K +2,474 New
CIP
1118
Convergence Investment Partners
Florida
$207K +$194K +2,456 New
FANJ
1119
Financial Architects (New Jersey)
New Jersey
$206K -$7.91K -100 -4%
BO
1120
Bank OZK
Arkansas
$206K +$193K +2,444 New
AW
1121
Alpha Windward
Massachusetts
$204K -$316 -4 -0.2%
MWAC
1122
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$192K +2,422 New
AB
1123
AT Bancorp
Iowa
$204K +$192K +2,427 New
BOS
1124
Bingham Osborn & Scarborough
California
$203K +$191K +2,411 New
OIA
1125
Optimum Investment Advisors
Illinois
$202K -$51.4K -650 -21%
43 44
45
46 47