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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
1201
New England Guild Wealth Advisors
Connecticut
$228K – – –
FFBTD
1202
First Financial Bank - Trust Division
Ohio
$227K – – –
AB
1203
AT Bancorp
Iowa
$226K – – –
BOS
1204
Bingham Osborn & Scarborough
California
$225K – – –
MC
1205
Montag & Caldwell
Georgia
$224K – – –
MWM
1206
Mission Wealth Management
California
$224K +$20.5K +212 +10%
TAM
1207
Trillium Asset Management
Massachusetts
$223K -$15.5K -160 -6%
SFI
1208
SPC Financial Inc
Maryland
$223K – – –
SCA
1209
Stonebridge Capital Advisors
Minnesota
$222K -$97 -1 -0%
FFSOTS
1210
Fiduciary Financial Services of The Southwest
Texas
$221K – – –
OAM
1211
Oak Asset Management
California
$221K – – –
AW
1212
Alpha Windward
Massachusetts
$220K -$2.13K -22 -0.9%
CBT
1213
Central Bank & Trust
Kentucky
$219K -$96.9K -1,000 -30%
RCM
1214
RB Capital Management
Nevada
$218K -$19.9K -205 -8%
SFS
1215
Strategic Financial Services
New York
$218K – – –
WB
1216
Webster Bank
Connecticut
$217K – – –
FCB
1217
First Command Bank
Texas
$216K +$8.72K +90 +4%
CPIA
1218
Cornell Pochily Investment Advisors
New York
$216K -$9.2K -95 -4%
ANB
1219
Amarillo National Bank
Texas
$216K – – –
FCFS
1220
First Command Financial Services
Texas
$216K +$8.72K +90 +4%
DTL
1221
Dynamic Technology Lab
Singapore
$215K -$810K -8,359 -78%
AAC
1222
Asset Advisors Corp
Georgia
$215K – – –
BBNB
1223
Baker Boyer National Bank
Washington
$215K – – –
LPT
1224
Legacy Private Trust
Wisconsin
$215K – – –
OLA
1225
Oliver Luxxe Assets
New Jersey
$214K – – –
47 48
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