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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1201
Cornell Pochily Investment Advisors
New York
$239K +$230K +2,413 New
MC
1202
Montag & Caldwell
Georgia
$238K – – –
SFI
1203
SPC Financial Inc
Maryland
$238K – – –
CASB
1204
Cape Ann Savings Bank
Massachusetts
$238K +$228K +2,392 New
EMG
1205
Ellington Management Group
Connecticut
$238K +$229K +2,400 New
AW
1206
Alpha Windward
Massachusetts
$237K -$4.29K -45 -2%
RW
1207
REDW Wealth
New Mexico
$237K – – –
SCA
1208
Stonebridge Capital Advisors
Minnesota
$237K – – –
FFSOTS
1209
Fiduciary Financial Services of The Southwest
Texas
$236K – – –
WG
1210
Welch Group
Alabama
$236K – – –
GLI
1211
Guardian Life Insurance
New York
$236K +$67.5K +709 +43%
OAM
1212
Oak Asset Management
California
$236K +$226K +2,374 New
AIM
1213
Advantage Investment Management
Iowa
$235K -$143K -1,498 -39%
PA
1214
Probity Advisors
Texas
$233K +$1.62K +17 +0.7%
SFS
1215
Strategic Financial Services
New York
$232K – – –
WB
1216
Webster Bank
Connecticut
$231K -$47.6K -500 -18%
WPC
1217
Waters Parkerson & Co
Louisiana
$230K -$24.4K -256 -10%
ANB
1218
Amarillo National Bank
Texas
$230K – – –
LPT
1219
Legacy Private Trust
Wisconsin
$229K – – –
CA
1220
Corrado Advisors
New Jersey
$229K +$219K +2,302 New
RC
1221
RegentAtlantic Capital
New Jersey
$229K +$220K +2,306 New
AAC
1222
Asset Advisors Corp
Georgia
$228K – – –
BBNB
1223
Baker Boyer National Bank
Washington
$228K – – –
OLA
1224
Oliver Luxxe Assets
New Jersey
$228K +$218K +2,291 New
CA
1225
Centerpoint Advisors
Massachusetts
$228K +$219K +2,295 New
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