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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1151
CPWM LLC
Washington
$271K – – –
GBT
1152
Grove Bank & Trust
Florida
$270K – – –
OA
1153
Oxbow Advisors
Texas
$269K – – –
AIM
1154
Allen Investment Management
New York
$268K – – –
PCMC
1155
Paragon Capital Management (Colorado)
Colorado
$267K +$197 +2 +0.1%
TWM
1156
Titus Wealth Management
California
$267K +$49.1K +500 +23%
LJHT
1157
Laurie J. Hall Trustee
$266K -$9.83K -100 -4%
CEP
1158
Chicago Equity Partners
Illinois
$265K +$265K +2,700 New
GBBWRPM
1159
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$264K +$983 +10 +0.4%
CM
1160
Castleark Management
Illinois
$262K – – –
LNC
1161
Lincoln National Corp
Pennsylvania
$261K -$46.1K -469 -15%
PAS
1162
Partnervest Advisory Services
California
$261K +$14.7K +150 +6%
SS
1163
Simplicity Solutions
Minnesota
$261K +$262K +2,662 New
QC
1164
QCM Cayman
Texas
$260K +$261K +2,654 New
HAIM
1165
Hunter Associates Investment Management
Pennsylvania
$259K – – –
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$256K +$11.4K +116 +5%
NPA
1167
Nichols & Pratt Advisers
Massachusetts
$255K – – –
LA
1168
Legacy Advisors
Pennsylvania
$255K +$52.2K +531 +26%
OWP
1169
Obermeyer Wealth Partners
Colorado
$254K -$39.3K -400 -13%
GH
1170
GAM Holding
Switzerland
$254K +$34.1K +347 +15%
MIM
1171
Montgomery Investment Management
Maryland
$251K -$34.4K -350 -12%
DP
1172
Dearborn Partners
Illinois
$251K -$11.5K -117 -4%
WPC
1173
Waters Parkerson & Co
Louisiana
$250K – – –
WG
1174
Welch Group
Alabama
$249K -$13.4K -136 -5%
CWS
1175
Cypress Wealth Services
California
$248K -$1.47K -15 -0.6%
45 46
47
48 49