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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1126
RegentAtlantic Capital
New Jersey
$290K +$71.3K +726 +33%
MCTIC
1127
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$289K -$38.7K -394 -12%
MCM
1128
Maryland Capital Management
Maryland
$287K +$24.7K +251 +9%
AC
1129
Abbrea Capital
California
$287K +$25.5K +260 +10%
SAM
1130
SignalPoint Asset Management
Missouri
$286K -$4.91K -50 -2%
HWA
1131
Heritage Wealth Advisors
Virginia
$285K – – –
LW
1132
Linscomb Wealth
Texas
$284K +$34.4K +350 +14%
MYIA
1133
Mount Yale Investment Advisors
Colorado
$284K +$37.6K +383 +15%
IOOF
1134
Independent Order of Foresters
Ontario, Canada
$283K -$119K -1,210 -30%
KLI
1135
Kelman-Lazarov Inc
Tennessee
$283K -$9.83K -100 -3%
SLT
1136
St Louis Trust
Missouri
$282K -$531K -5,400 -65%
FCBT
1137
First Citizens Bank & Trust
North Carolina
$282K +$67.1K +683 +31%
AI
1138
Accredited Investors
Minnesota
$281K – – –
M
1139
MOTCO
Texas
$280K – – –
MWM
1140
Mission Wealth Management
California
$280K +$44.1K +449 +19%
FCAG
1141
First Capital Advisors Group
New Jersey
$279K -$43.4K -442 -13%
VBFG
1142
Vishria Bird Financial Group
Tennessee
$279K +$280K +2,847 New
AP
1143
Appleton Partners
Massachusetts
$277K +$17.8K +181 +7%
BCM
1144
BTR Capital Management
California
$275K -$157K -1,600 -36%
RHAM
1145
Round Hill Asset Management
California
$275K – – –
MIP
1146
Marietta Investment Partners
Wisconsin
$274K – – –
TL
1147
Tirschwell & Loewy
New York
$274K – – –
MCMT
1148
Moon Capital Management (Tennessee)
Tennessee
$271K +$98 +1 +0%
CL
1149
CPWM LLC
Washington
$271K – – –
GBT
1150
Grove Bank & Trust
Florida
$270K – – –
44 45
46
47 48