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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1501
CPWM LLC
Washington
$275K -$7.05K -45 -3%
BCM
1502
Blume Capital Management
California
$275K – – –
SCM
1503
Southport Capital Management
Tennessee
$275K – – –
FMBTD
1504
First Midwest Bank Trust Division
Illinois
$274K – – –
GIA
1505
Guyasuta Investment Advisors
Pennsylvania
$273K – – –
SCM
1506
SKBA Capital Management
California
$273K – – –
SGK
1507
Steigerwald Gordon & Koch
Virginia
$272K +$157 +1 +0.1%
SLT
1508
St Louis Trust
Missouri
$271K – – –
ACS
1509
Archford Capital Strategies
Illinois
$271K +$16.6K +106 +7%
BFC
1510
Blue Fin Capital
Rhode Island
$270K – – –
SAS
1511
Stelac Advisory Services
New York
$270K +$80.7K +515 +46%
TIA
1512
Traphagen Investment Advisors
New Jersey
$269K – – –
SWA
1513
SFMG Wealth Advisors
Texas
$269K +$3.6K +23 +1%
VV
1514
Verity & Verity
South Carolina
$268K – – –
HWM
1515
Hemington Wealth Management
Virginia
$268K +$1.25K +8 +0.5%
APP
1516
Avantax Planning Partners
Iowa
$267K +$253K +1,613 New
ODG
1517
O'Dell Group
Ohio
$267K +$253K +1,615 New
ISWM
1518
Independent Solutions Wealth Management
New York
$265K +$251K +1,602 New
CF
1519
Corrigan Financial
Rhode Island
$264K +$157 +1 +0.1%
KLCM
1520
KG&L Capital Management
Louisiana
$264K -$165K -1,054 -40%
AAIM
1521
Asset Advisors Investment Management
Georgia
$264K – – –
MJP
1522
Michael J. Puzo
$264K – – –
SGI
1523
Summit Global Investments
Utah
$264K – – –
TI
1524
Truehand Inc
New Hampshire
$264K – – –
BFPW
1525
BOK Financial Private Wealth
Colorado
$264K +$250K +1,595 New
59 60
61
62 63