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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1551
Private Capital Management (Colorado)
Colorado
$267K -$13.6K -90 -4%
FB
1552
First Bancorp
Maine
$267K -$8.93K -59 -3%
PTC
1553
Petrus Trust Company
Texas
$267K +$9.08K +60 +3%
SA
1554
Shilanski & Associates
Alaska
$267K +$300K +1,982 New
LFAS
1555
Level Four Advisory Services
Texas
$266K -$27.4K -181 -8%
BCM
1556
Blume Capital Management
California
$265K -$27.7K -183 -9%
HBW
1557
Hazlett, Burt & Watson
West Virginia
$265K – – –
GKWIM
1558
Gerber Kawasaki Wealth & Investment Management
California
$265K +$55.1K +364 +23%
BOPW
1559
Brandywine Oak Private Wealth
Pennsylvania
$264K -$5.6K -37 -2%
DGAM
1560
Desjardins Global Asset Management
Quebec, Canada
$264K +$8.17K +54 +3%
PAMG
1561
Patton Albertson Miller Group
Tennessee
$263K -$10.6K -70 -3%
EDRH
1562
Edmond de Rothschild Holding
Switzerland
$263K +$2.27K +15 +0.8%
KTC
1563
Kistler-Tiffany Companies
Pennsylvania
$263K +$58.3K +385 +25%
AIM
1564
Allen Investment Management
New York
$262K – – –
RPC
1565
Rossmore Private Capital
Connecticut
$262K +$42.2K +279 +17%
BWFA
1566
Baltimore-Washington Financial Advisors
Maryland
$261K – – –
IFO
1567
Independent Family Office
New York
$261K – – –
WAP
1568
Wealthcare Advisory Partners
Pennsylvania
$261K +$46.6K +308 +19%
HCM
1569
Howland Capital Management
Massachusetts
$260K -$1.36K -9 -0.5%
SDWMA
1570
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$2.88K +19 +1%
ACM
1571
AUA Capital Management
Pennsylvania
$258K -$149K -985 -34%
CIG
1572
Cairn Investment Group
Washington
$256K – – –
SWMP
1573
Signature Wealth Management Partners
New Jersey
$256K – – –
FCM
1574
Fairbanks Capital Management
California
$254K -$10.7K -71 -4%
WCM
1575
Windsor Capital Management
Arizona
$254K -$1.82K -12 -0.6%
61 62
63
64 65