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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1551
Wealth Dimensions Group
Ohio
$293K – – –
DCM
1552
Donaldson Capital Management
Indiana
$292K -$2.81K -17 -0.8%
HA
1553
HC Advisors
Georgia
$292K +$165 +1 +0%
TCM
1554
Triumph Capital Management
Colorado
$291K +$9.58K +58 +3%
TIA
1555
Tiemann Investment Advisors
California
$291K +$16.5K +100 +5%
EGA
1556
E&G Advisors
Texas
$291K +$140K +850 +68%
TNB
1557
Thomasville National Bank
Georgia
$290K -$72.7K -440 -17%
SFG
1558
StrategIQ Financial Group
Indiana
$290K -$7.76K -47 -2%
DIM
1559
Delta Investment Management
California
$290K – – –
ESB
1560
Essex Savings Bank
Connecticut
$289K -$6.44K -39 -2%
PC
1561
Port Capital
Illinois
$287K +$34.2K +207 +11%
IAIM
1562
Industrial Alliance Investment Management
Quebec, Canada
$286K +$340K +2,060 New
WCM
1563
Whitener Capital Management
North Carolina
$285K – – –
TWM
1564
Tradition Wealth Management
Minnesota
$285K +$165 +1 +0%
SAM
1565
Strategy Asset Managers
California
$284K -$47.7K -289 -12%
CST
1566
Charles Schwab Trust
Nevada
$284K – – –
RCA
1567
Ranch Capital Advisors
Florida
$284K – – –
CCG
1568
Cypress Capital Group
Florida
$283K -$111K -674 -25%
KMWM
1569
Keudell/Morrison Wealth Management
Oregon
$283K -$7.43K -45 -2%
WA
1570
Waddell & Associates
Tennessee
$283K – – –
FB
1571
First Bancorp
Maine
$282K – – –
FAIM
1572
Financial Advocates Investment Management
Washington
$282K +$19.3K +117 +6%
PAMG
1573
Patton Albertson Miller Group
Tennessee
$280K -$41.3K -250 -11%
PFS
1574
Physicians Financial Services
North Carolina
$280K – – –
ST
1575
Sageworth Trust
Pennsylvania
$279K +$332K +2,010 New
61 62
63
64 65