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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1251
Phoenix Wealth Advisors
North Carolina
$499K +$38.8K +248 +9%
MA
1252
Mezzasalma Advisors
New Jersey
$498K – – –
VCM
1253
Violich Capital Management
California
$496K – – –
LWMM
1254
Legacy Wealth Management (Mississippi)
Mississippi
$496K – – –
PHAM
1255
Palisades Hudson Asset Management
Florida
$495K – – –
CCA
1256
Cadent Capital Advisors
Oklahoma
$493K -$20.4K -130 -4%
MBTD
1257
Mechanics Bank - Trust Department
California
$492K +$140K +897 +43%
TNB
1258
Thomasville National Bank
Georgia
$491K -$96K -613 -17%
WIA
1259
Westbourne Investment Advisors
Maryland
$489K -$25.8K -165 -5%
GAM
1260
Garrison Asset Management
Arkansas
$488K -$33.7K -215 -7%
IAIM
1261
International Assets Investment Management
Florida
$486K -$482K -3,077 -51%
PTB
1262
Pioneer Trust Bank
Oregon
$485K – – –
CHAM
1263
Clear Harbor Asset Management
Connecticut
$482K – – –
CPIG
1264
Chicago Partners Investment Group
Illinois
$482K +$2.51K +16 +0.6%
RIG
1265
Roosevelt Investment Group
New York
$475K – – –
MGI
1266
MayTech Global Investments
New York
$474K – – –
PFGIA
1267
Patriot Financial Group Insurance Agency
Massachusetts
$473K +$88.2K +563 +24%
ME
1268
McIlrath & Eck
Washington
$472K -$134K -854 -23%
BST
1269
Bath Savings Trust
Maine
$468K – – –
ITIM
1270
Indiana Trust & Investment Management
Indiana
$468K +$8.77K +56 +1%
MMG
1271
Monetary Management Group
Missouri
$467K -$313K -2,000 -41%
PL
1272
Plancorp LLC
Missouri
$466K -$11K -70 -2%
FFBTD
1273
First Financial Bank - Trust Division
Ohio
$466K +$11.7K +75 +3%
AG
1274
Appleton Group
Wisconsin
$465K +$1.1K +7 +0.2%
BHB
1275
Bank Hapoalim BM
Israel
$464K – – –
49 50
51
52 53