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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1301
Means Investment Company
Maine
$252K +$242K +2,307 New
HH
1302
Hilltop Holdings
Texas
$251K +$7.15K +68 +3%
GVAG
1303
Great Valley Advisor Group
Delaware
$250K – – –
AIM
1304
Advantage Investment Management
Iowa
$247K -$35.6K -339 -13%
FGAM
1305
Financial Gravity Asset Management
Texas
$247K +$233K +2,214 New
BHIA
1306
Birch Hill Investment Advisors
Massachusetts
$246K -$23.3K -222 -9%
GIM
1307
Greylin Investment Management
Virginia
$246K -$2.63K -25 -1%
PWW
1308
Pettyjohn Wood & White
Virginia
$246K – – –
MFW
1309
Mosaic Family Wealth
Missouri
$245K – – –
PCMC
1310
Private Capital Management (Colorado)
Colorado
$245K +$235K +2,238 New
HPWM
1311
Highland Private Wealth Management
Washington
$243K +$13.1K +125 +6%
GLLW
1312
Graves Light Lenhart Wealth
Virginia
$243K – – –
SB
1313
Strategic Blueprint
Georgia
$242K -$37.1K -353 -14%
CYG
1314
Clean Yield Group
Vermont
$242K – – –
NA
1315
Nottingham Advisors
New York
$240K -$82.8K -788 -26%
PL
1316
Perpetual Ltd
Australia
$240K – – –
RW
1317
REDW Wealth
New Mexico
$240K – – –
RMDI
1318
R.M. Davis Inc
Maine
$239K -$11.6K -110 -5%
NBG
1319
Nancy B. Gardiner
$237K – – –
SFA
1320
Semmax Financial Advisors
North Carolina
$237K +$63.4K +603 +39%
HDIM
1321
Hanson & Doremus Investment Management
Vermont
$236K – – –
IA
1322
IFP Advisors
Florida
$235K -$299K -2,850 -57%
TFA
1323
Toth Financial Advisory
Virginia
$235K +$631 +6 +0.3%
WCM
1324
Whitener Capital Management
North Carolina
$234K -$10.5K -100 -4%
OLA
1325
Oliver Luxxe Assets
New Jersey
$234K – – –
51 52
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