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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1151
Oxbow Advisors
Texas
$269K – – –
AIM
1152
Allen Investment Management
New York
$268K – – –
PCMC
1153
Paragon Capital Management (Colorado)
Colorado
$267K +$197 +2 +0.1%
TWM
1154
Titus Wealth Management
California
$267K +$49.1K +500 +23%
LJHT
1155
Laurie J. Hall Trustee
$266K -$9.83K -100 -4%
CEP
1156
Chicago Equity Partners
Illinois
$265K +$265K +2,700 New
GBBWRPM
1157
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$264K +$983 +10 +0.4%
CM
1158
Castleark Management
Illinois
$262K – – –
LNC
1159
Lincoln National Corp
Pennsylvania
$261K -$46.1K -469 -15%
PAS
1160
Partnervest Advisory Services
California
$261K +$14.7K +150 +6%
SS
1161
Simplicity Solutions
Minnesota
$261K +$262K +2,662 New
QC
1162
QCM Cayman
Texas
$260K +$261K +2,654 New
HAIM
1163
Hunter Associates Investment Management
Pennsylvania
$259K – – –
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$256K +$11.4K +116 +5%
NPA
1165
Nichols & Pratt Advisers
Massachusetts
$255K – – –
LA
1166
Legacy Advisors
Pennsylvania
$255K +$52.2K +531 +26%
OWP
1167
Obermeyer Wealth Partners
Colorado
$254K -$39.3K -400 -13%
GH
1168
GAM Holding
Switzerland
$254K +$34.1K +347 +15%
MIM
1169
Montgomery Investment Management
Maryland
$251K -$34.4K -350 -12%
DP
1170
Dearborn Partners
Illinois
$251K -$11.5K -117 -4%
WPC
1171
Waters Parkerson & Co
Louisiana
$250K – – –
WG
1172
Welch Group
Alabama
$249K -$13.4K -136 -5%
CWS
1173
Cypress Wealth Services
California
$248K -$1.47K -15 -0.6%
LOAMS
1174
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$159K -1,620 -39%
CL
1175
Choreo LLC
Illinois
$246K +$247K +2,513 New
45 46
47
48 49