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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
Maryland Capital Management
Maryland
$343K -$14.4K -146 -4%
TF
1152
Tompkins Financial
New York
$343K -$689 -7 -0.2%
BCM
1153
BTR Capital Management
California
$342K – – –
DCM
1154
Donaldson Capital Management
Indiana
$342K +$3.05K +31 +0.9%
TAM
1155
Trust Asset Management
Texas
$339K +$333K +3,384 New
GW
1156
GW & Wade
Massachusetts
$337K +$17.6K +179 +6%
SIA
1157
Strategic Investment Advisors
Michigan
$337K +$63.4K +644 +24%
RI
1158
Ridgewood Investments
New Jersey
$334K -$23.9K -243 -7%
NP
1159
NorthRock Partners
Minnesota
$332K -$19K -193 -6%
NFG
1160
Next Financial Group
Texas
$331K -$4.33K -44 -1%
CH
1161
Canton Hathaway
Rhode Island
$331K – – –
SC
1162
Saybrook Capital
North Carolina
$331K – – –
SWM
1163
Stockman Wealth Management
Montana
$330K -$4.14M -42,129 -93%
WPC
1164
Waters Parkerson & Co
Louisiana
$330K – – –
BL
1165
Balentine LLC
Georgia
$330K +$46.7K +475 +17%
IIC
1166
Integrated Investment Consultants
Michigan
$329K -$42.4K -431 -12%
HWA
1167
Heritage Wealth Advisors
Virginia
$328K – – –
CYG
1168
Clean Yield Group
Vermont
$328K +$885 +9 +0.3%
SIC
1169
Salem Investment Counselors
North Carolina
$328K +$17.2K +175 +6%
CP
1170
Cumberland Partners
Ontario, Canada
$325K -$49.2K -500 -13%
DC
1171
Derby & Company
Massachusetts
$325K – – –
OWP
1172
Obermeyer Wealth Partners
Colorado
$325K – – –
QCM
1173
Quest Capital Management
Texas
$324K -$7.87K -80 -2%
CNBTD
1174
Citizens National Bank Trust Department
Mississippi
$324K – – –
WIA
1175
Westbourne Investment Advisors
Maryland
$323K +$54.1K +550 +21%
45 46
47
48 49