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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1276
Gladstone Institutional Advisory
Florida
$293K +$278K +2,370 New
PAS
1277
Partnervest Advisory Services
California
$290K -$5.17K -44 -2%
CWG
1278
Cornerstone Wealth Group
North Carolina
$290K – – –
LJHT
1279
Laurie J. Hall Trustee
$289K – – –
WB
1280
Webster Bank
Connecticut
$287K – – –
CCG
1281
Cypress Capital Group
Florida
$287K +$30.4K +259 +13%
BA
1282
Bristlecone Advisors
Washington
$286K +$272K +2,318 New
PL
1283
Plancorp LLC
Missouri
$285K – – –
FFSOTS
1284
Fiduciary Financial Services of The Southwest
Texas
$283K -$2.7K -23 -1%
FNBOO
1285
First National Bank of Omaha
Nebraska
$279K -$76.3K -650 -22%
BHIA
1286
Birch Hill Investment Advisors
Massachusetts
$278K – – –
PWW
1287
Pettyjohn Wood & White
Virginia
$278K – – –
HJA
1288
Hugh Johnson Advisors
New York
$277K -$202K -1,720 -43%
PV
1289
Private Vista
Illinois
$276K +$20.6K +175 +9%
MFG
1290
MidWestOne Financial Group
Iowa
$275K +$262K +2,231 New
GLLW
1291
Graves Light Lenhart Wealth
Virginia
$274K – – –
SB
1292
Strategic Blueprint
Georgia
$273K – – –
RW
1293
REDW Wealth
New Mexico
$272K – – –
ACA
1294
Aptus Capital Advisors
Alabama
$272K +$15.5K +132 +6%
VWM
1295
Valley Wealth Managers
New Jersey
$271K +$19.1K +163 +8%
PWAP
1296
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$271K +$40.2K +342 +18%
BWA
1297
Burt Wealth Advisors
Maryland
$270K -$112K -952 -30%
NBG
1298
Nancy B. Gardiner
$268K – – –
CYG
1299
Clean Yield Group
Vermont
$267K -$5.87K -50 -2%
OLA
1300
Oliver Luxxe Assets
New Jersey
$267K – – –
50 51
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