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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1226
Jefferies Group
New York
$538K +$604K +3,989 New
JWCA
1227
J.W. Coons Advisors
Ohio
$535K -$431K -2,850 -42%
VCP
1228
Verus Capital Partners
Arizona
$535K +$26.5K +175 +5%
OC
1229
Oakworth Capital
Alabama
$531K – – –
PTP
1230
Platform Technology Partners
New York
$531K – – –
SWM
1231
SeaCrest Wealth Management
New York
$531K +$39.5K +261 +7%
TFS
1232
Thoroughbred Financial Services
Tennessee
$529K -$62.4K -412 -10%
HCM
1233
Hall Capital Management
Rhode Island
$529K +$45.4K +300 +8%
APC
1234
Aspire Private Capital
North Carolina
$525K +$26.6K +176 +5%
DIM
1235
Delta Investment Management
California
$525K +$272K +1,800 +86%
FFMBT
1236
First Farmers & Merchants Bank Trust
Tennessee
$521K -$15.1K -100 -3%
CANC
1237
Culbertson A N & Co
Virginia
$521K – – –
6F
1238
626 Financial
Michigan
$519K +$27.2K +180 +5%
FNBOH
1239
First National Bank of Hutchinson
Kansas
$517K +$50.1K +331 +9%
MIM
1240
MTM Investment Management
South Carolina
$516K -$5.15K -34 -0.9%
KFS
1241
Kurt F. Somerville
$516K – – –
SWA
1242
Sutton Wealth Advisors
Florida
$511K +$7.27K +48 +1%
FMLI
1243
Fukoku Mutual Life Insurance
Japan
$508K – – –
ACA
1244
Aptus Capital Advisors
Alabama
$508K +$20K +132 +4%
OPS
1245
Orion Portfolio Solutions
Nebraska
$506K -$32.1K -212 -5%
FMII
1246
Farmers & Merchants Investments Inc
Nebraska
$505K -$4.09K -27 -0.7%
BMC
1247
Benin Management Corp
Connecticut
$503K -$9.84K -65 -2%
TCM
1248
Twin Capital Management
Pennsylvania
$501K -$6.05K -40 -1%
FCCM
1249
First City Capital Management
Georgia
$499K -$5.75K -38 -1%
SLF
1250
Sun Life Financial
Ontario, Canada
$498K -$110K -724 -16%
48 49
50
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