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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFSOTS
1326
Fiduciary Financial Services of The Southwest
Texas
$285K – – –
HB
1327
Horizon Bancorp
Indiana
$285K +$273K +2,283 New
CL
1328
CPWM LLC
Washington
$283K -$117K -982 -30%
FCB
1329
First Command Bank
Texas
$283K +$13.9K +116 +5%
FCFS
1330
First Command Financial Services
Texas
$283K +$13.9K +116 +5%
NCM
1331
Nelson Capital Management
California
$281K – – –
SFA
1332
Semmax Financial Advisors
North Carolina
$281K +$16.4K +137 +6%
ECG
1333
Edge Capital Group
Georgia
$281K +$269K +2,254 New
BHIA
1334
Birch Hill Investment Advisors
Massachusetts
$280K – – –
PV
1335
Private Vista
Illinois
$278K -$35.7K -299 -12%
TAM
1336
Trillium Asset Management
Massachusetts
$278K +$8.49K +71 +3%
O
1337
Ossiam
France
$277K -$330K -2,764 -55%
MFG
1338
MidWestOne Financial Group
Iowa
$277K – – –
VST
1339
Van Strum & Towne
California
$277K – – –
GLLW
1340
Graves Light Lenhart Wealth
Virginia
$276K – – –
RW
1341
REDW Wealth
New Mexico
$274K – – –
QPWM
1342
Quadrant Private Wealth Management
Pennsylvania
$270K -$12K -100 -4%
PWW
1343
Pettyjohn Wood & White
Virginia
$270K -$9.68K -81 -4%
NBG
1344
Nancy B. Gardiner
$270K – – –
AAIM
1345
Asset Advisors Investment Management
Georgia
$270K +$23.9K +200 +11%
CBN
1346
Cadence Bank NA
Texas
$270K +$29.9K +250 +13%
WANY
1347
Wealthspire Advisors (New York)
New York
$270K +$259K +2,165 New
CPSAC
1348
Chas P. Smith & Associates (CPS)
Florida
$269K – – –
CAAS
1349
Capital Asset Advisory Services
Michigan
$269K +$242K +2,026 New
RCA
1350
Ranch Capital Advisors
Florida
$268K -$5.5K -46 -2%
52 53
54
55 56