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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ANI
326
American National Insurance
Texas
$10.4M – – –
SW
327
SVB Wealth
Massachusetts
$10.4M +$358K +4,508 +3%
PI
328
Putnam Investments
Massachusetts
$10.4M -$1.44M -18,149 -12%
HFS
329
Haverford Financial Services
Pennsylvania
$9.94M -$450K -5,666 -4%
DILH
330
Dai-ichi Life Holdings
Japan
$9.88M -$920K -11,595 -8%
NIT
331
NumerixS Investment Technologies
British Columbia, Canada
$9.86M +$3.65M +46,044 +57%
HCMNY
332
Howard Capital Management (New York)
New York
$9.83M -$761K -9,598 -7%
BUB
333
BBVA USA Bancshares
Texas
$9.67M -$80.4K -1,014 -0.8%
CA
334
Cullinan Associates
Kentucky
$9.63M +$179K +2,250 +2%
TIP
335
Torray Investment Partners
Maryland
$9.58M +$9.39M +118,366 +2,439%
PP
336
Patten & Patten
Tennessee
$9.57M +$1.14M +14,355 +13%
GIA
337
Granite Investment Advisors
New Hampshire
$9.57M +$2.64M +33,242 +37%
GH
338
GAM Holding
Switzerland
$9.45M -$313K -3,941 -3%
OPCM
339
Osborne Partners Capital Management
California
$9.36M +$46.6K +588 +0.5%
MIS
340
Morningstar Investment Services
Illinois
$9.31M +$4.34M +54,688 +84%
EIA
341
Edgemoor Investment Advisors
Maryland
$9.28M +$464K +5,845 +5%
QAM
342
QCI Asset Management
New York
$9.23M +$9.39M +118,321 +23,759%
TAM
343
Trillium Asset Management
Massachusetts
$9M -$340K -4,290 -4%
GL
344
Globe Life
Texas
$8.86M – – –
PA
345
Pinnacle Associates
New York
$8.85M -$1.02M -12,820 -10%
HA
346
Hays Advisory
Tennessee
$8.83M -$738K -9,307 -8%
MSA
347
Mason Street Advisors
Wisconsin
$8.74M -$31K -391 -0.3%
BFM
348
Boston Financial Management
Massachusetts
$8.56M -$1.27M -16,042 -13%
SIM
349
Sentry Investment Management
Wisconsin
$8.48M +$1.27M +15,974 +17%
LI
350
LMCG Investments
Massachusetts
$8.47M -$126K -1,582 -1%
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