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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1351
IHT Wealth Management
Illinois
$237K +$225K +1,917 New
BP
1352
BBR Partners
New York
$236K – – –
APP
1353
Avantax Planning Partners
Iowa
$235K -$6.22K -53 -3%
AAIM
1354
Asset Advisors Investment Management
Georgia
$235K – – –
NP
1355
NS Partners
United Kingdom
$235K – – –
GSBTD
1356
Glenview State Bank Trust Department
Illinois
$233K +$222K +1,890 New
VCM
1357
Vivaldi Capital Management
Illinois
$233K +$222K +1,891 New
CCB
1358
Cutter & Co Brokerage
Missouri
$231K – – –
PPCM
1359
Pillar Pacific Capital Management
California
$230K – – –
WCM
1360
Washington Capital Management
Washington
$230K +$219K +1,862 New
BG
1361
Bahl & Gaynor
Ohio
$228K -$30K -255 -12%
NGA
1362
Naples Global Advisors
Florida
$228K – – –
W
1363
Wealthquest
Ohio
$227K -$23.5K -200 -10%
PB
1364
Pinnacle Bancorp
Nebraska
$226K – – –
RCM
1365
RB Capital Management
Nevada
$226K +$215K +1,828 New
IOOF
1366
Independent Order of Foresters
Ontario, Canada
$224K -$36.4K -310 -15%
ACA
1367
Atlas Capital Advisors
Wyoming
$224K +$21.3K +181 +11%
FA
1368
Financial Advisors
Massachusetts
$223K +$212K +1,804 New
DBIA
1369
Dumont & Blake Investment Advisors
New Jersey
$223K +$213K +1,810 New
FGAM
1370
Financial Gravity Asset Management
Texas
$222K -$48.5K -413 -19%
CAL
1371
Capital Analysts LLC
Pennsylvania
$222K +$4.11K +35 +2%
BC
1372
Brinker Capital
Pennsylvania
$222K +$211K +1,800 New
QCMC
1373
Quantum Capital Management (California)
California
$222K +$211K +1,800 New
SAM
1374
Security Asset Management
New York
$222K +$211K +1,800 New
OCM
1375
Osterweis Capital Management
California
$221K -$421K -3,583 -67%
53 54
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56 57