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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1126
Capital Wealth Planning
Florida
$215K – – –
SIC
1127
Salem Investment Counselors
North Carolina
$213K – – –
TSWM
1128
Triangle Securities Wealth Management
North Carolina
$213K – – –
HHGA
1129
Halbert Hargrove Global Advisors
California
$212K -$237K -3,082 -52%
MCM
1130
Maryland Capital Management
Maryland
$211K +$6.23K +81 +3%
ZCA
1131
Zeke Capital Advisors
Pennsylvania
$210K -$14.7K -191 -6%
HDIM
1132
Hanson & Doremus Investment Management
Vermont
$210K – – –
BWA
1133
Burt Wealth Advisors
Maryland
$210K +$9.62K +125 +5%
GAM
1134
Gotham Asset Management
New York
$208K -$123K -1,595 -36%
HW
1135
Hancock Whitney
Mississippi
$208K +$15.1K +196 +7%
GKIM
1136
GW&K Investment Management
Massachusetts
$207K -$8.69K -113 -4%
BL
1137
Balentine LLC
Georgia
$207K +$28.5K +371 +15%
CA
1138
Capital Advantage
California
$205K +$2.92K +38 +1%
HSA
1139
HBK Sorce Advisory
Pennsylvania
$205K +$213K +2,770 New
MBTD
1140
Mechanics Bank - Trust Department
California
$204K -$71.2K -925 -25%
OA
1141
Oxbow Advisors
Texas
$203K – – –
PCMC
1142
Paragon Capital Management (Colorado)
Colorado
$203K +$210K +2,735 New
CC
1143
Cannell & Co
New York
$200K – – –
SAM
1144
Security Asset Management
New York
$200K – – –
MIC
1145
MU Investments Company
Japan
$195K – – –
SAMC
1146
Shinko Asset Management Company
Japan
$190K -$7.62K -99 -4%
DSI
1147
Daiwa SB Investments
Japan
$182K -$174K -2,264 -48%
AW
1148
Alpha Windward
Massachusetts
$172K +$385 +5 +0.2%
EWM
1149
Endurance Wealth Management
Rhode Island
$168K -$1.92K -25 -1%
LNB
1150
Ledyard National Bank
$164K +$2.08K +27 +1%
44 45
46
47 48