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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1226
Signature Financial Management
Virginia
$227K +$217K +2,282 New
GIM
1227
Greylin Investment Management
Virginia
$226K – – –
CIC
1228
Cornercap Investment Counsel
Georgia
$225K -$15.7K -165 -7%
HCM
1229
Hall Capital Management
Rhode Island
$225K – – –
PWW
1230
Pettyjohn Wood & White
Virginia
$223K – – –
WCM
1231
Whitener Capital Management
North Carolina
$223K +$214K +2,250 New
BA
1232
Boston Advisors
Massachusetts
$222K -$28.6K -300 -12%
TFA
1233
Toth Financial Advisory
Virginia
$221K -$53.2K -559 -20%
FCB
1234
First Command Bank
Texas
$221K -$15.1K -159 -7%
FCFS
1235
First Command Financial Services
Texas
$221K -$15.1K -159 -7%
PL
1236
Perpetual Ltd
Australia
$220K -$57.1K -600 -21%
ACA
1237
Anchor Capital Advisors
Massachusetts
$220K -$25.7K -270 -11%
CBN
1238
Cadence Bank NA
Texas
$220K – – –
CYG
1239
Clean Yield Group
Vermont
$220K – – –
BAAM
1240
Baker Avenue Asset Management
California
$220K +$211K +2,220 New
PL
1241
Parkwood LLC
Ohio
$219K -$129K -1,350 -38%
BG
1242
Bahl & Gaynor
Ohio
$219K +$210K +2,207 New
MWM
1243
Mission Wealth Management
California
$218K -$4.29K -45 -2%
OIA
1244
Optimum Investment Advisors
Illinois
$218K +$209K +2,195 New
FCAG
1245
First Capital Advisors Group
New Jersey
$218K +$210K +2,200 New
ABTD
1246
Arvest Bank Trust Division
Oklahoma
$215K +$206K +2,167 New
WA
1247
Wealth Architects
California
$214K -$14.7K -154 -7%
APP
1248
Avantax Planning Partners
Iowa
$209K -$81K -850 -29%
GIP
1249
Granite Investment Partners
California
$209K +$200K +2,100 New
VCAM
1250
Van Cleef Asset Management
Ohio
$209K +$200K +2,100 New
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50
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