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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
1501
St Louis Trust
Missouri
$232K +$217K +1,640 New
SGK
1502
Steigerwald Gordon & Koch
Virginia
$232K +$217K +1,643 New
GGS
1503
Galvin Gaustad & Stein
Arizona
$231K -$29.9K -226 -12%
CA
1504
Capital Advantage
California
$231K +$215K +1,630 New
FAIM
1505
Financial Advocates Investment Management
Washington
$231K +$216K +1,631 New
BFC
1506
Blue Fin Capital
Rhode Island
$231K +$216K +1,637 New
TIA
1507
Traphagen Investment Advisors
New Jersey
$230K +$215K +1,628 New
HWM
1508
Hemington Wealth Management
Virginia
$229K +$214K +1,617 New
VIM
1509
Vista Investment Management
Pennsylvania
$229K +$214K +1,621 New
AAM
1510
Autus Asset Management
Arizona
$228K -$18K -136 -8%
CHC
1511
City Holding Co
West Virginia
$228K – – –
ACS
1512
Archford Capital Strategies
Illinois
$228K +$202K +1,532 New
ACA
1513
Affinity Capital Advisors
California
$227K -$8.72K -66 -4%
SWA
1514
SFMG Wealth Advisors
Texas
$227K +$212K +1,603 New
IAN
1515
Integrated Advisors Network
Texas
$227K +$212K +1,607 New
FP
1516
Financial Perspectives
Minnesota
$227K +$4.21M +31,826 +14,082%
TI
1517
Truehand Inc
New Hampshire
$226K – – –
MJP
1518
Michael J. Puzo
$226K +$211K +1,600 New
SGI
1519
Summit Global Investments
Utah
$226K +$211K +1,600 New
CF
1520
Corrigan Financial
Rhode Island
$226K +$211K +1,597 New
NB
1521
Northwest Bancshares
Pennsylvania
$225K +$210K +1,589 New
GSC
1522
G&S Capital
Colorado
$224K -$15.7K -119 -7%
HFS
1523
Hantz Financial Services
Michigan
$224K -$1.85K -14 -0.9%
SRC
1524
Shufro Rose & Co
New York
$224K +$209K +1,583 New
LC
1525
LCNB Corp
Ohio
$223K +$208K +1,577 New
59 60
61
62 63