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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1226
Pettyjohn Wood & White
Virginia
$223K – – –
WCM
1227
Whitener Capital Management
North Carolina
$223K +$214K +2,250 New
BA
1228
Boston Advisors
Massachusetts
$222K -$28.6K -300 -12%
TFA
1229
Toth Financial Advisory
Virginia
$221K -$53.2K -559 -20%
FCB
1230
First Command Bank
Texas
$221K -$15.1K -159 -7%
FCFS
1231
First Command Financial Services
Texas
$221K -$15.1K -159 -7%
PL
1232
Perpetual Ltd
Australia
$220K -$57.1K -600 -21%
ACA
1233
Anchor Capital Advisors
Massachusetts
$220K -$25.7K -270 -11%
CBN
1234
Cadence Bank NA
Texas
$220K – – –
CYG
1235
Clean Yield Group
Vermont
$220K – – –
BAAM
1236
Baker Avenue Asset Management
California
$220K +$211K +2,220 New
PL
1237
Parkwood LLC
Ohio
$219K -$129K -1,350 -38%
BG
1238
Bahl & Gaynor
Ohio
$219K +$210K +2,207 New
MWM
1239
Mission Wealth Management
California
$218K -$4.29K -45 -2%
OIA
1240
Optimum Investment Advisors
Illinois
$218K +$209K +2,195 New
FCAG
1241
First Capital Advisors Group
New Jersey
$218K +$210K +2,200 New
ABTD
1242
Arvest Bank Trust Division
Oklahoma
$215K +$206K +2,167 New
WA
1243
Wealth Architects
California
$214K -$14.7K -154 -7%
APP
1244
Avantax Planning Partners
Iowa
$209K -$81K -850 -29%
GIP
1245
Granite Investment Partners
California
$209K +$200K +2,100 New
VCAM
1246
Van Cleef Asset Management
Ohio
$209K +$200K +2,100 New
FCBT
1247
First Citizens Bank & Trust
North Carolina
$209K +$201K +2,106 New
PL
1248
Plancorp LLC
Missouri
$209K +$202K +2,123 New
WPW
1249
Waldron Private Wealth
Pennsylvania
$208K +$200K +2,096 New
SC
1250
SRB Corp
Massachusetts
$207K – – –
48 49
50
51 52