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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1476
Dumont & Blake Investment Advisors
New Jersey
$249K – – –
ZCI
1477
Zevenbergen Capital Investments
Washington
$249K – – –
FC
1478
Ferris Capital
Massachusetts
$248K – – –
KLI
1479
Kelman-Lazarov Inc
Tennessee
$248K – – –
W
1480
Wealthquest
Ohio
$243K -$4.23K -32 -2%
IRC
1481
Investors Research Corp
Georgia
$242K -$66.1K -500 -23%
CL
1482
CPWM LLC
Washington
$242K +$226K +1,708 New
FPW
1483
Flagship Private Wealth
Massachusetts
$242K -$132 -1 -0.1%
PIM
1484
Perpetual Investment Management
Australia
$241K +$226K +1,710 New
FCA
1485
FinTrust Capital Advisors
South Carolina
$239K +$19.8K +150 +10%
SN
1486
Sittner & Nelson
Oregon
$238K +$132 +1 +0.1%
BOM
1487
Bank of Marin
California
$237K – – –
GCP
1488
GSA Capital Partners
United Kingdom
$237K +$221K +1,673 New
AAIM
1489
Asset Advisors Investment Management
Georgia
$236K +$211K +1,600 New
LWA
1490
Lineweaver Wealth Advisors
Ohio
$236K +$221K +1,670 New
FMBTD
1491
First Midwest Bank Trust Division
Illinois
$235K -$324K -2,450 -60%
MSA
1492
Marino Stram & Associates
Massachusetts
$235K – – –
BCM
1493
Blume Capital Management
California
$235K +$21.5K +163 +11%
FHA
1494
First Horizon Advisors
Tennessee
$235K +$203K +1,540 +1,185%
ECA
1495
Elevated Capital Advisors
Utah
$235K +$214K +1,620 New
SCM
1496
Southport Capital Management
Tennessee
$235K +$220K +1,665 New
GIA
1497
Guyasuta Investment Advisors
Pennsylvania
$233K – – –
PWM
1498
PBMares Wealth Management
Virginia
$233K +$218K +1,648 New
SCM
1499
SKBA Capital Management
California
$233K +$218K +1,650 New
IBOK
1500
Independence Bank of Kentucky
Kentucky
$232K -$19.8K -150 -8%
58 59
60
61 62