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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1301
Verus Capital Partners
Arizona
$299K +$287K +2,402 New
CIP
1302
Convergence Investment Partners
Florida
$296K -$3.35K -28 -1%
KLI
1303
Kelman-Lazarov Inc
Tennessee
$296K – – –
SFG
1304
Sunburst Financial Group
Alabama
$296K +$284K +2,378 New
IWP
1305
Icon Wealth Partners
Texas
$295K -$36.3K -304 -11%
CI
1306
CX Institutional
Indiana
$295K -$15.3K -128 -5%
OAM
1307
Oak Asset Management
California
$295K – – –
WTB
1308
Washington Trust Bank
Washington
$295K – – –
IIC
1309
Integrated Investment Consultants
Michigan
$294K – – –
CWG
1310
Cornerstone Wealth Group
North Carolina
$294K +$282K +2,360 New
NCM
1311
Northside Capital Management
Oregon
$293K -$43.6K -365 -13%
CAMG
1312
CWA Asset Management Group
Florida
$292K +$60.7K +508 +28%
OSAM
1313
O'Shaughnessy Asset Management
Connecticut
$292K +$280K +2,344 +78,133%
LJHT
1314
Laurie J. Hall Trustee
$291K – – –
DP
1315
Dearborn Partners
Illinois
$289K -$8.96K -75 -3%
CFA
1316
Cahill Financial Advisors
Minnesota
$289K – – –
WB
1317
Webster Bank
Connecticut
$289K – – –
22CM
1318
20/20 Capital Management
California
$289K +$259K +2,170 New
BA
1319
Bristlecone Advisors
Washington
$289K +$277K +2,318 New
FBB
1320
Fulton Breakefield Broenniman
Maryland
$289K +$277K +2,318 New
DIM
1321
Delta Investment Management
California
$289K +$278K +2,326 New
PP
1322
Palladium Partners
Virginia
$288K -$151K -1,264 -35%
TMAM
1323
Tokio Marine Asset Management
Japan
$288K +$17K +142 +7%
PL
1324
Plancorp LLC
Missouri
$287K – – –
FWM
1325
Fairhaven Wealth Management
Illinois
$285K – – –
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