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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1776
Delta Asset Management
Tennessee
$278K – – –
HI
1777
Humankind Investments
New York
$278K -$4.67K -29 -2%
MLL
1778
Moody Lynn & Lieberson
Massachusetts
$278K – – –
WAM
1779
Walker Asset Management
Missouri
$277K +$238K +1,479 New
VCM
1780
Virtue Capital Management
Tennessee
$276K +$18K +112 +8%
CW
1781
CIC Wealth
Maryland
$276K +$8.05K +50 +4%
ZB
1782
Zions Bancorporation
Utah
$275K +$161 +1 +0.1%
GDP
1783
Great Diamond Partners
Maine
$275K -$4.02K -25 -2%
RIM
1784
Rakuten Investment Management
Japan
$274K +$235K +1,460 New
SIMG
1785
Sonora Investment Management Group
Arizona
$274K +$322 +2 +0.1%
WCA
1786
Westover Capital Advisors
Delaware
$274K – – –
CA
1787
CapWealth Advisors
Tennessee
$273K – – –
CS
1788
Capital Square
Tennessee
$273K – – –
LS
1789
Livforsakringsbolaget Skandia
Sweden
$272K +$98.2K +610 +73%
WAOI
1790
Wealth Advisors of Iowa
Iowa
$272K +$233K +1,450 New
LJHT
1791
Laurie J. Hall Trustee
$271K – – –
M
1792
MOTCO
Texas
$271K – – –
MCP
1793
Mirador Capital Partners
California
$271K -$2.42M -15,015 -91%
ECAM
1794
East Coast Asset Management
Massachusetts
$270K – – –
FA
1795
Financial Advisors
Massachusetts
$270K – – –
CAAS
1796
Capital Asset Advisory Services
Michigan
$270K +$5.96K +37 +3%
AWM
1797
Accel Wealth Management
Iowa
$269K +$231K +1,438 New
PCA
1798
Private Capital Advisors
Connecticut
$269K +$231K +1,437 New
FFBTD
1799
First Financial Bank - Trust Division
Ohio
$268K – – –
VNA
1800
Valley National Advisers
Pennsylvania
$268K +$42.3K +263 +22%
70 71
72
73 74