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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1251
Sargent Investment Group
Maryland
$240K +$264K +2,520 New
CA
1252
Centerpoint Advisors
Massachusetts
$239K – – –
PA
1253
Probity Advisors
Texas
$238K -$43.3K -414 -14%
PWPS
1254
Pinnacle Wealth Planning Services
Ohio
$238K -$14.6K -140 -5%
HIM
1255
Harbour Investment Management
Washington
$238K – – –
MWA
1256
Meridian Wealth Advisors
Texas
$238K +$261K +2,496 New
BHIA
1257
Birch Hill Investment Advisors
Massachusetts
$236K – – –
MPIA
1258
Mountain Pacific Investment Advisers
Idaho
$236K – – –
NNP
1259
Nachman Norwood & Parrott
South Carolina
$234K +$257K +2,460 New
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$233K – – –
NEGWA
1261
New England Guild Wealth Advisors
Connecticut
$233K – – –
DP
1262
Dearborn Partners
Illinois
$232K -$12.7K -121 -5%
EGA
1263
E&G Advisors
Texas
$232K – – –
CPIA
1264
Cornell Pochily Investment Advisors
New York
$232K +$11K +105 +5%
PHS
1265
Pekin Hardy Strauss
Illinois
$232K +$255K +2,439 New
AB
1266
AT Bancorp
Iowa
$231K -$523 -5 -0.2%
LPT
1267
Legacy Private Trust
Wisconsin
$231K – – –
MC
1268
Montag & Caldwell
Georgia
$229K – – –
SFI
1269
SPC Financial Inc
Maryland
$228K – – –
CIP
1270
Convergence Investment Partners
Florida
$227K +$24.4K +233 +11%
FFSOTS
1271
Fiduciary Financial Services of The Southwest
Texas
$226K – – –
OAM
1272
Oak Asset Management
California
$226K – – –
CASB
1273
Cape Ann Savings Bank
Massachusetts
$224K – – –
WTB
1274
Washington Trust Bank
Washington
$224K – – –
FCAG
1275
First Capital Advisors Group
New Jersey
$223K -$35.9K -343 -13%
49 50
51
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