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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1126
Marietta Investment Partners
Wisconsin
$279K – – –
VCM
1127
Violich Capital Management
California
$279K – – –
UR
1128
USCA RIA
Texas
$279K +$17K +190 +7%
LCOV
1129
London Company of Virginia
Virginia
$277K -$10.3K -115 -4%
FANJ
1130
Financial Architects (New Jersey)
New Jersey
$275K +$119K +1,324 +81%
ZF
1131
Zhang Financial
Michigan
$274K +$53.3K +595 +25%
CWP
1132
Capital Wealth Planning
Florida
$271K – – –
TSWM
1133
Triangle Securities Wealth Management
North Carolina
$268K – – –
RC
1134
RegentAtlantic Capital
New Jersey
$268K +$12.6K +141 +5%
FFBTD
1135
First Financial Bank - Trust Division
Ohio
$267K -$17.9K -200 -7%
HWA
1136
Heritage Wealth Advisors
Virginia
$265K +$26.9K +300 +12%
BONST
1137
Bank of Nova Scotia Trust
Ontario, Canada
$264K -$51K -569 -17%
VF
1138
Virtu Financial
New York
$264K +$254K +2,835 New
HDIM
1139
Hanson & Doremus Investment Management
Vermont
$263K – – –
WG
1140
Welch Group
Alabama
$263K +$10.1K +113 +4%
GKIM
1141
GW&K Investment Management
Massachusetts
$260K – – –
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$259K – – –
BO
1143
Bank OZK
Arkansas
$255K -$8.96K -100 -4%
OA
1144
Oxbow Advisors
Texas
$255K – – –
CA
1145
Capital Advantage
California
$254K – – –
BWA
1146
Burt Wealth Advisors
Maryland
$252K +$243K +2,709 New
SAM
1147
Security Asset Management
New York
$251K +$242K +2,700 New
BAAM
1148
Baker Avenue Asset Management
California
$250K -$25.1K -280 -9%
SFI
1149
SPC Financial Inc
Maryland
$247K – – –
SAS
1150
Spectrum Advisory Services
Georgia
$247K – – –
44 45
46
47 48