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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1376
Whitener Capital Management
North Carolina
$355K – – –
9WM
1377
9258 Wealth Management
Ohio
$355K +$336K +2,146 New
HIA
1378
Harbor Investment Advisory
Maryland
$354K +$3.6K +23 +1%
KWA
1379
KCS Wealth Advisory
California
$353K -$363K -2,319 -52%
VCM
1380
Virtue Capital Management
Tennessee
$353K -$28.2K -180 -8%
DCM
1381
Donaldson Capital Management
Indiana
$353K -$9.55K -61 -3%
1WA
1382
180 Wealth Advisors
Washington
$353K +$326K +2,083 New
RIM
1383
Reliant Investment Management
Tennessee
$352K – – –
AA
1384
Advisory Alpha
Michigan
$351K -$78K -498 -19%
WB
1385
Webster Bank
Connecticut
$351K -$31.3K -200 -9%
DIM
1386
Delta Investment Management
California
$349K -$783 -5 -0.2%
YMRC
1387
Yorktown Management & Research Company
Virginia
$349K – – –
HPWM
1388
Highland Private Wealth Management
Washington
$349K +$10.7K +68 +3%
FBB
1389
Fulton Breakefield Broenniman
Maryland
$348K -$26.2K -167 -7%
HA
1390
HC Advisors
Georgia
$348K -$3.13K -20 -0.9%
ESB
1391
Essex Savings Bank
Connecticut
$348K – – –
OIA
1392
Optimum Investment Advisors
Illinois
$347K -$78.3K -500 -19%
CASB
1393
Cape Ann Savings Bank
Massachusetts
$347K – – –
KAM
1394
Knightsbridge Asset Management
California
$347K +$30.2K +193 +10%
CAL
1395
Capital Analysts LLC
Pennsylvania
$346K +$26.9K +172 +9%
DTC
1396
Davidson Trust Company
Washington
$345K – – –
CS
1397
Comerica Securities
Michigan
$345K +$30.7K +196 +10%
CIP
1398
Convergence Investment Partners
Florida
$344K -$14.7K -94 -4%
EN1L
1399
Engine No 1 LLC
California
$343K +$325K +2,074 New
VFA
1400
Voya Financial Advisors
Connecticut
$342K -$984K -6,281 -75%
54 55
56
57 58