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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
1101
Resource Management
Louisiana
$334K +$337K +3,534 New
CBT
1102
Central Bank & Trust
Kentucky
$333K -$11.9K -125 -4%
MCTIC
1103
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$332K – – –
PG
1104
Patten Group
Tennessee
$328K – – –
ZAM
1105
Zevin Asset Management
Massachusetts
$327K -$20.5K -215 -6%
TIA
1106
Tiemann Investment Advisors
California
$327K -$3.71K -39 -1%
PTB
1107
Pioneer Trust Bank
Oregon
$325K -$121K -1,270 -28%
TSS
1108
Two Sigma Securities
New York
$325K -$52.9K -555 -15%
SBWM
1109
Sunflower Bank Wealth Management
Arizona
$323K -$4.76K -50 -2%
DCM
1110
Donaldson Capital Management
Indiana
$323K -$286 -3 -0.1%
SCM
1111
SKBA Capital Management
California
$323K – – –
NWP
1112
Northstar Wealth Partners
Connecticut
$323K +$307K +3,220 New
MHS
1113
M Holdings Securities
Oregon
$321K -$21.7K -228 -7%
AB
1114
Atlas Brown
Kentucky
$320K +$3.43K +36 +1%
OC
1115
Oakworth Capital
Alabama
$319K -$198K -2,079 -39%
B
1116
Brightworth
Georgia
$318K -$61K -640 -17%
TSWM
1117
Triangle Securities Wealth Management
North Carolina
$318K – – –
1IA
1118
1834 Investment Advisors
Wisconsin
$318K +$305K +3,200 New
LFAS
1119
Level Four Advisory Services
Texas
$316K -$102K -1,071 -25%
SMH
1120
Sanders Morris Harris
Texas
$315K – – –
LOAMS
1121
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K – – –
AAM
1122
Aureus Asset Management
Massachusetts
$314K +$5.71K +60 +2%
ATFA
1123
All Terrain Financial Advisors
Minnesota
$314K +$301K +3,160 New
FNBOH
1124
First National Bank of Hutchinson
Kansas
$310K – – –
SWM
1125
SeaCrest Wealth Management
New York
$309K +$296K +3,108 New
43 44
45
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