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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1251
Wittenberg Investment Management
Massachusetts
$310K -$159K -1,350 -35%
MWA
1252
Meridian Wealth Advisors
Texas
$310K – – –
AAM
1253
Aureus Asset Management
Massachusetts
$309K -$8.22K -70 -3%
HIM
1254
Harbour Investment Management
Washington
$309K – – –
AAM
1255
Autus Asset Management
Arizona
$308K -$8.1K -69 -3%
BOS
1256
Bingham Osborn & Scarborough
California
$308K +$5.75K +49 +2%
PA
1257
Probity Advisors
Texas
$307K -$587 -5 -0.2%
KB
1258
Kimelman & Baird
New York
$306K -$82.7K -704 -22%
MPIA
1259
Mountain Pacific Investment Advisers
Idaho
$306K – – –
JA
1260
JOYN Advisors
Georgia
$306K +$3.17K +27 +1%
PP
1261
Palladium Partners
Virginia
$304K +$53K +451 +22%
MFT
1262
Moisand Fitzgerald Tamayo
Florida
$302K – – –
NEGWA
1263
New England Guild Wealth Advisors
Connecticut
$302K – – –
AIM
1264
Advantage Investment Management
Iowa
$302K +$22.1K +188 +8%
PHS
1265
Pekin Hardy Strauss
Illinois
$301K – – –
FWM
1266
Fairhaven Wealth Management
Illinois
$300K +$2K +17 +0.7%
HIIFS
1267
Harel Insurance Investments & Financial Services
Israel
$299K +$258K +2,200 +1,000%
CI
1268
CX Institutional
Indiana
$297K +$3.76K +32 +1%
MC
1269
Montag & Caldwell
Georgia
$296K – – –
SFI
1270
SPC Financial Inc
Maryland
$296K – – –
DP
1271
Dearborn Partners
Illinois
$296K +$235 +2 +0.1%
OAM
1272
Oak Asset Management
California
$295K – – –
LPT
1273
Legacy Private Trust
Wisconsin
$294K -$9.98K -85 -3%
KLI
1274
Kelman-Lazarov Inc
Tennessee
$293K -$11.7K -100 -4%
WTB
1275
Washington Trust Bank
Washington
$293K – – –
49 50
51
52 53