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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1726
Lafayette Investments
Maryland
$211K – – –
NWM
1727
Northwest Wealth Management
Iowa
$211K +$496 +3 +0.2%
FC
1728
Forte Capital
New York
$210K +$41.8K +253 +20%
PA
1729
Probity Advisors
Texas
$209K -$2.48K -15 -1%
EFSCE
1730
Enterprise Financial Services Corp (EFSC)
Missouri
$209K +$7.43K +45 +3%
LA
1731
Latitude Advisors
Florida
$208K -$469K -2,838 -65%
VCM
1732
Violich Capital Management
California
$208K -$248K -1,500 -50%
KWA
1733
KCS Wealth Advisory
California
$208K -$6.28K -38 -2%
WA1
1734
Wimmer Associates 1
California
$208K -$4.96K -30 -2%
PAS
1735
Professional Advisory Services
Florida
$208K – – –
CBFP
1736
Cedar Brook Financial Partners
Ohio
$208K +$4.13K +25 +2%
WRM
1737
Weybosset Research & Management
Rhode Island
$208K +$248K +1,500 New
PM
1738
Parametrica Management
Hong Kong
$208K +$249K +1,506 New
IB
1739
Intrust Bank
Kansas
$207K – – –
MCM
1740
Mengis Capital Management
Oregon
$207K – – –
LC
1741
Lindbrook Capital
California
$207K +$5.45K +33 +2%
DAM
1742
Delta Asset Management
Tennessee
$206K – – –
CHC
1743
City Holding Co
West Virginia
$205K – – –
VCM
1744
Vivaldi Capital Management
Illinois
$205K +$21.3K +129 +10%
GTAM
1745
Global Trust Asset Management
Florida
$203K +$3.63K +22 +2%
RMDI
1746
R.M. Davis Inc
Maine
$203K +$7.27K +44 +3%
PWS
1747
Peterson Wealth Services
Utah
$202K -$4.79K -29 -2%
LJHT
1748
Laurie J. Hall Trustee
$201K -$21.5K -130 -8%
M
1749
MOTCO
Texas
$201K – – –
GAMC
1750
Garner Asset Management Corp
Texas
$201K +$4.13K +25 +2%
68 69
70
71 72