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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1426
Level Four Advisory Services
Texas
$353K -$835K -4,993 -70%
YMRC
1427
Yorktown Management & Research Company
Virginia
$353K – – –
HA
1428
HC Advisors
Georgia
$353K +$167 +1 +0%
TFA
1429
Toth Financial Advisory
Virginia
$353K +$20.6K +123 +6%
FC
1430
Ferris Capital
Massachusetts
$353K +$325K +1,945 New
CASB
1431
Cape Ann Savings Bank
Massachusetts
$352K – – –
DIM
1432
Delta Investment Management
California
$351K -$2.51K -15 -0.7%
ACA
1433
Aptus Capital Advisors
Alabama
$350K +$28.6K +171 +9%
AIM
1434
Allen Investment Management
New York
$347K +$347K +2,073 New
FCB
1435
First Command Bank
Texas
$345K +$118K +703 +52%
FCFS
1436
First Command Financial Services
Texas
$345K +$118K +703 +52%
GDP
1437
Great Diamond Partners
Maine
$345K +$345K +2,065 New
RCA
1438
Ranch Capital Advisors
Florida
$344K – – –
TWM
1439
Tradition Wealth Management
Minnesota
$344K +$20.6K +123 +6%
CNBTD
1440
Citizens National Bank Trust Department
Mississippi
$343K -$48.5K -290 -12%
GVAG
1441
Great Valley Advisor Group
Delaware
$343K -$45.3K -271 -12%
HIA
1442
Harbor Investment Advisory
Maryland
$343K -$15.7K -94 -4%
CST
1443
Charles Schwab Trust
Nevada
$343K – – –
GIM
1444
Greylin Investment Management
Virginia
$343K – – –
OLA
1445
Oliver Luxxe Assets
New Jersey
$342K – – –
MAM
1446
Magellan Asset Management
Australia
$341K +$25.4K +152 +8%
FAIM
1447
Financial Advocates Investment Management
Washington
$341K +$341K +2,037 New
WDG
1448
Wealth Dimensions Group
Ohio
$339K +$338K +2,022 New
MPIA
1449
Mountain Pacific Investment Advisers
Idaho
$338K -$29.3K -175 -8%
FA
1450
Fiducient Advisors
Illinois
$337K – – –
56 57
58
59 60