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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
1726
East Coast Asset Management
Massachusetts
$270K – – –
M
1727
MOTCO
Texas
$270K +$31.6K +175 +14%
GTAM
1728
Global Trust Asset Management
Florida
$270K +$87.4K +484 +50%
CHA
1729
Carmichael Hill & Associates
Maryland
$270K +$165K +912 +171%
EFG
1730
Everhart Financial Group
Ohio
$270K +$261K +1,444 New
UBV
1731
United Bank (Virginia)
Virginia
$268K -$26.2K -145 -9%
CAMG
1732
CWA Asset Management Group
Florida
$268K -$17.2K -95 -6%
CSB
1733
City State Bank
Iowa
$268K +$542 +3 +0.2%
GAMC
1734
Garner Asset Management Corp
Texas
$267K -$3.61K -20 -1%
ZB
1735
Zions Bancorporation
Utah
$266K +$13.5K +75 +6%
MAM
1736
Mystic Asset Management
Rhode Island
$266K +$21.7K +120 +9%
BDF
1737
Balasa Dinverno & Foltz
$266K +$257K +1,424 New
RMDI
1738
R.M. Davis Inc
Maine
$265K -$98.1K -543 -28%
BWFA
1739
Baltimore-Washington Financial Advisors
Maryland
$265K -$47.9K -265 -12%
EHAM
1740
Eagle Harbor Asset Management
Washington
$265K – – –
BBNA
1741
Bremer Bank National Association
Minnesota
$264K -$39.9K -221 -14%
FBC
1742
Fairfield, Bush & Co
Connecticut
$264K – – –
TIM
1743
Tortoise Investment Management
New York
$263K – – –
EWM
1744
EPG Wealth Management
Georgia
$262K -$200K -1,105 -44%
1CP
1745
17 Capital Partners
Arizona
$262K – – –
MC
1746
Middleton & Co
Massachusetts
$262K – – –
MCM
1747
MV Capital Management
Maryland
$262K +$17.7K +98 +8%
PWW
1748
Pettyjohn Wood & White
Virginia
$261K – – –
KFSC
1749
Keystone Financial Services (Colorado)
Colorado
$260K -$180K -996 -38%
WPW
1750
Warther Private Wealth
Ohio
$260K – – –
68 69
70
71 72