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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1226
Oliver Luxxe Assets
New Jersey
$229K -$15.6K -150 -7%
CBT
1227
Central Bank & Trust
Kentucky
$229K – – –
CIP
1228
Convergence Investment Partners
Florida
$228K +$8.22K +79 +4%
MCM
1229
MAI Capital Management
Ohio
$228K +$222K +2,138 New
HWA
1230
HCR Wealth Advisors
California
$227K – – –
IWP
1231
Icon Wealth Partners
Texas
$226K -$6.86K -66 -3%
PL
1232
Plancorp LLC
Missouri
$226K – – –
CASB
1233
Cape Ann Savings Bank
Massachusetts
$224K – – –
GIP
1234
Granite Investment Partners
California
$224K – – –
VCAM
1235
Van Cleef Asset Management
Ohio
$224K – – –
WPW
1236
Waldron Private Wealth
Pennsylvania
$223K -$624 -6 -0.3%
SFS
1237
Sowell Financial Services
Arkansas
$223K +$832 +8 +0.4%
IRC
1238
Investors Research Corp
Georgia
$222K – – –
TFA
1239
Toth Financial Advisory
Virginia
$220K -$17.6K -169 -8%
AAP
1240
Arax Advisory Partners
Colorado
$218K -$20.2K -194 -9%
WIA
1241
Westbourne Investment Advisors
Maryland
$218K – – –
RFA
1242
Reilly Financial Advisors
California
$218K +$146K +1,402 +216%
HPWM
1243
Highland Private Wealth Management
Washington
$218K +$213K +2,050 New
FCB
1244
First Command Bank
Texas
$217K -$16.3K -157 -7%
FCFS
1245
First Command Financial Services
Texas
$217K -$16.3K -157 -7%
KTC
1246
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
CAMG
1247
CWA Asset Management Group
Florida
$215K -$412K -3,958 -66%
GLI
1248
Guardian Life Insurance
New York
$213K +$2.29K +22 +1%
CFSG
1249
Community Financial Services Group
Vermont
$213K +$208K +2,000 New
HA
1250
Harbor Advisors
Florida
$213K +$208K +2,000 New
48 49
50
51 52