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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1326
Investors Research Corp
Georgia
$252K – – –
FCB
1327
First Command Bank
Texas
$251K – – –
FCFS
1328
First Command Financial Services
Texas
$251K – – –
KFGK
1329
Keystone Financial Group (Kentucky)
Kentucky
$251K – – –
PFS
1330
Physicians Financial Services
North Carolina
$247K -$176K -1,500 -43%
KTC
1331
Kistler-Tiffany Companies
Pennsylvania
$247K -$5.05K -43 -2%
GLI
1332
Guardian Life Insurance
New York
$247K – – –
HA
1333
Harbor Advisors
Florida
$247K – – –
LI
1334
Lafayette Investments
Maryland
$247K – – –
WA
1335
Wealth Architects
California
$247K +$4.82K +41 +2%
MJP
1336
Michael J. Puzo
$247K +$235K +2,000 New
ACA
1337
Ackerman Capital Advisors
Texas
$247K – – –
CAMG
1338
CWA Asset Management Group
Florida
$246K -$49.8K -424 -18%
9WM
1339
9258 Wealth Management
Ohio
$246K -$4.35K -37 -2%
TAM
1340
Trillium Asset Management
Massachusetts
$246K +$2.23K +19 +1%
CCM
1341
Compass Capital Management
Minnesota
$245K – – –
WIA
1342
Westbourne Investment Advisors
Maryland
$245K – – –
AAM
1343
American Asset Management
Florida
$245K +$117 +1 +0.1%
CCM
1344
Condor Capital Management
New Jersey
$241K +$117 +1 +0.1%
FFN
1345
Focus Financial Network
Minnesota
$240K +$229K +1,947 New
CBN
1346
Cadence Bank NA
Texas
$240K -$5.87K -50 -3%
IWM
1347
IHT Wealth Management
Illinois
$237K +$225K +1,917 New
BP
1348
BBR Partners
New York
$236K – – –
APP
1349
Avantax Planning Partners
Iowa
$235K -$6.22K -53 -3%
AAIM
1350
Asset Advisors Investment Management
Georgia
$235K – – –
52 53
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55 56