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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1126
Marietta Investment Partners
Wisconsin
$233K – – –
VCM
1127
Violich Capital Management
California
$233K – – –
MMA
1128
Miracle Mile Advisors
California
$233K +$238K +2,997 New
AB
1129
AT Bancorp
Iowa
$231K -$1.75K -22 -0.7%
CCG
1130
Chatham Capital Group
Georgia
$229K -$36.1K -455 -13%
MAM
1131
Marquette Asset Management
Minnesota
$228K – – –
ZF
1132
Zhang Financial
Michigan
$228K – – –
EM
1133
Excalibur Management
Massachusetts
$227K +$232K +2,925 New
FIM
1134
Frontier Investment Management
Texas
$226K -$110K -1,383 -32%
CWP
1135
Capital Wealth Planning
Florida
$226K – – –
GKIM
1136
GW&K Investment Management
Massachusetts
$226K +$7.38K +93 +3%
SIC
1137
Salem Investment Counselors
North Carolina
$225K – – –
TSWM
1138
Triangle Securities Wealth Management
North Carolina
$224K – – –
MAM
1139
Martingale Asset Management
Massachusetts
$220K -$1.33M -16,799 -86%
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$220K – – –
GWM
1141
Gupta Wealth Management
California
$219K -$10.5K -132 -4%
WG
1142
Welch Group
Alabama
$219K +$7.93K +100 +4%
PTC
1143
Philadelphia Trust Company
Pennsylvania
$217K -$1.35M -17,036 -50%
AIM
1144
Assured Investment Management
New York
$216K -$112K -1,406 -34%
CHAM
1145
Clear Harbor Asset Management
Connecticut
$215K +$219K +2,763 New
MCM
1146
Maryland Capital Management
Maryland
$215K +$219K +2,766 New
OA
1147
Oxbow Advisors
Texas
$213K – – –
CA
1148
Capital Advantage
California
$212K – – –
BWA
1149
Burt Wealth Advisors
Maryland
$211K – – –
SAM
1150
Security Asset Management
New York
$210K – – –
44 45
46
47 48