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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
1526
Heritage Investment Group
Florida
$279K +$68.3K +451 +28%
DP
1527
Dearborn Partners
Illinois
$278K +$14.2K +94 +5%
MFC
1528
Mechanics Financial Corp
Ohio
$277K -$45.4K -300 -13%
CST
1529
Charles Schwab Trust
Nevada
$277K – – –
WCM
1530
Whitener Capital Management
North Carolina
$277K – – –
RCA
1531
Ranch Capital Advisors
Florida
$277K +$151 +1 +0%
WA
1532
Waddell & Associates
Tennessee
$277K +$1.21K +8 +0.4%
TNB
1533
Thomasville National Bank
Georgia
$276K -$6.81K -45 -2%
KMWM
1534
Keudell/Morrison Wealth Management
Oregon
$275K -$151 -1 -0%
CCG
1535
Cypress Capital Group
Florida
$275K – – –
TNAM
1536
Terra Nova Asset Management
New York
$275K +$13.5K +89 +5%
CBT
1537
Central Bank & Trust
Kentucky
$274K -$25K -165 -8%
PFS
1538
Physicians Financial Services
North Carolina
$273K – – –
GWS
1539
Glassman Wealth Services
Virginia
$273K +$8.78K +58 +3%
IWA
1540
Intercontinental Wealth Advisors
Texas
$273K +$48.1K +318 +19%
APP
1541
Avantax Planning Partners
Iowa
$272K -$50.9K -336 -14%
MLL
1542
Moody Lynn & Lieberson
Massachusetts
$272K +$305K +2,014 New
AMG
1543
Advisors Management Group
Wisconsin
$271K -$757 -5 -0.2%
MUAMU
1544
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$270K -$303K -2,000 -50%
CIA
1545
Caerus Investment Advisors
Texas
$270K -$90.8K -600 -23%
HA
1546
Harbor Advisors
Florida
$270K – – –
MCM
1547
Magnolia Capital Management
New York
$270K – – –
MPIA
1548
Mountain Pacific Investment Advisers
Idaho
$270K – – –
TIS
1549
Tortoise Index Solutions
Kansas
$268K -$64.6K -427 -18%
CIM
1550
Contravisory Investment Management
Massachusetts
$268K – – –
60 61
62
63 64