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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1551
Security National Bank of So Dak
Iowa
$313K – – –
TFA
1552
Toth Financial Advisory
Virginia
$312K -$1.8K -11 -0.5%
DP
1553
Dearborn Partners
Illinois
$309K – – –
PWA
1554
Phoenix Wealth Advisors
North Carolina
$309K +$6.54K +40 +2%
CD
1555
Chapin Davis
Maryland
$308K +$9.81K +60 +3%
KLCM
1556
KG&L Capital Management
Louisiana
$308K +$110K +671 +48%
EDRH
1557
Edmond de Rothschild Holding
Switzerland
$308K -$51.9K -317 -13%
WCM
1558
Whitener Capital Management
North Carolina
$307K – – –
RPCONE
1559
Retirement Planning Company of New England
Rhode Island
$307K +$59.5K +364 +22%
MAM
1560
Mystic Asset Management
Rhode Island
$307K -$20.4K -125 -6%
RCA
1561
Ranch Capital Advisors
Florida
$306K -$164 -1 -0%
FWIA
1562
Fort Washington Investment Advisors
Ohio
$306K – – –
BLC
1563
Brown, Lisle/Cummings
Rhode Island
$305K – – –
TNB
1564
Thomasville National Bank
Georgia
$305K +$10.1K +62 +3%
RIA
1565
Regal Investment Advisors
Michigan
$304K +$83.7K +512 +34%
WA
1566
Waddell & Associates
Tennessee
$304K +$1.15K +7 +0.3%
AA
1567
Auxano Advisors
Washington
$301K +$330K +2,019 New
CCG
1568
Cypress Capital Group
Florida
$301K -$1.64K -10 -0.5%
NA
1569
Navellier & Associates
Nevada
$301K -$62.8K -384 -16%
FAIM
1570
Financial Advocates Investment Management
Washington
$300K +$20.8K +127 +7%
SCA
1571
Stonebridge Capital Advisors
Minnesota
$299K +$2.94K +18 +0.9%
CHAM
1572
Clear Harbor Asset Management
Connecticut
$298K -$49.1K -300 -13%
CIA
1573
Caerus Investment Advisors
Texas
$298K – – –
HA
1574
Harbor Advisors
Florida
$298K – – –
MPIA
1575
Mountain Pacific Investment Advisers
Idaho
$298K – – –
61 62
63
64 65