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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1176
KCS Wealth Advisory
California
$325K +$314K +3,415 New
EWM
1177
EPG Wealth Management
Georgia
$324K +$152K +1,653 +94%
PG
1178
Patten Group
Tennessee
$323K – – –
SB
1179
Sunflower Bank
Texas
$323K +$313K +3,397 New
CSA
1180
Cottage Street Advisors
Massachusetts
$322K – – –
DCM
1181
Donaldson Capital Management
Indiana
$321K -$5.52K -60 -2%
FCBT
1182
First Citizens Bank & Trust
North Carolina
$320K -$16.8K -183 -5%
CAMG
1183
CWA Asset Management Group
Florida
$320K +$36.3K +394 +13%
NFG
1184
Next Financial Group
Texas
$319K -$188K -2,039 -38%
TMAM
1185
Tokio Marine Asset Management
Japan
$319K +$38.3K +416 +14%
CWM
1186
Cornerstone Wealth Management
Missouri
$317K -$289K -3,138 -49%
SRC
1187
Shufro Rose & Co
New York
$317K – – –
QCM
1188
Quest Capital Management
Texas
$315K -$6.54K -71 -2%
WPC
1189
Waters Parkerson & Co
Louisiana
$314K -$1.47K -16 -0.5%
CH
1190
Canton Hathaway
Rhode Island
$314K – – –
SC
1191
Saybrook Capital
North Carolina
$314K – – –
LCAM
1192
London & Capital Asset Management
United Kingdom
$313K +$303K +3,288 New
HWA
1193
Heritage Wealth Advisors
Virginia
$312K – – –
CYG
1194
Clean Yield Group
Vermont
$311K -$29.3K -318 -9%
CAAS
1195
Capital Asset Advisory Services
Michigan
$311K +$38.7K +420 +16%
AP
1196
Appleton Partners
Massachusetts
$310K -$184 -2 -0.1%
OWP
1197
Obermeyer Wealth Partners
Colorado
$309K – – –
DC
1198
Derby & Company
Massachusetts
$308K +$27.6K +300 +10%
PCS
1199
Personal CFO Solutions
New Jersey
$308K +$54.9K +596 +23%
CNBTD
1200
Citizens National Bank Trust Department
Mississippi
$307K – – –
46 47
48
49 50