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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1101
Doyle Wealth Management
Florida
$338K +$12.3K +129 +4%
BFC
1102
Bedel Financial Consulting
Indiana
$338K +$324K +3,406 New
MRCM
1103
M&R Capital Management
New Jersey
$336K -$14.1K -148 -4%
AWM
1104
Aries Wealth Management
Maine
$334K +$325K +3,412 New
RM
1105
Resource Management
Louisiana
$334K +$337K +3,534 New
CBT
1106
Central Bank & Trust
Kentucky
$333K -$11.9K -125 -4%
MCTIC
1107
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$332K – – –
PG
1108
Patten Group
Tennessee
$328K – – –
ZAM
1109
Zevin Asset Management
Massachusetts
$327K -$20.5K -215 -6%
TIA
1110
Tiemann Investment Advisors
California
$327K -$3.71K -39 -1%
PTB
1111
Pioneer Trust Bank
Oregon
$325K -$121K -1,270 -28%
TSS
1112
Two Sigma Securities
New York
$325K -$52.9K -555 -15%
SBWM
1113
Sunflower Bank Wealth Management
Arizona
$323K -$4.76K -50 -2%
DCM
1114
Donaldson Capital Management
Indiana
$323K -$286 -3 -0.1%
SCM
1115
SKBA Capital Management
California
$323K – – –
NWP
1116
Northstar Wealth Partners
Connecticut
$323K +$307K +3,220 New
MHS
1117
M Holdings Securities
Oregon
$321K -$21.7K -228 -7%
AB
1118
Atlas Brown
Kentucky
$320K +$3.43K +36 +1%
OC
1119
Oakworth Capital
Alabama
$319K -$198K -2,079 -39%
B
1120
Brightworth
Georgia
$318K -$61K -640 -17%
TSWM
1121
Triangle Securities Wealth Management
North Carolina
$318K – – –
1IA
1122
1834 Investment Advisors
Wisconsin
$318K +$305K +3,200 New
LFAS
1123
Level Four Advisory Services
Texas
$316K -$102K -1,071 -25%
SMH
1124
Sanders Morris Harris
Texas
$315K – – –
LOAMS
1125
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K – – –
43 44
45
46 47