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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
601
GYL Financial Synergies
Connecticut
$3.58M +$39.6K +242 +1%
CWM
602
Concentric Wealth Management
California
$3.56M -$981 -6 -0%
FCH
603
Freestone Capital Holdings
Washington
$3.55M -$97.3K -595 -2%
OMC
604
Overbrook Management Corp
New York
$3.55M -$4.91K -30 -0.1%
KFP
605
KMG Fiduciary Partners
Ohio
$3.54M -$120K -733 -3%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$3.53M -$5.07K -31 -0.1%
SCM
607
Shelton Capital Management
Colorado
$3.51M – – –
SAM
608
Shell Asset Management
Netherlands
$3.5M -$205K -1,251 -5%
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$3.5M -$107K -657 -3%
FHB
610
First Hawaiian Bank
Hawaii
$3.49M +$266K +1,627 +7%
CCG
611
Chatham Capital Group
Georgia
$3.46M -$541K -3,310 -12%
VVP
612
Venture Visionary Partners
Ohio
$3.45M +$88.7K +542 +2%
HCM
613
Hutner Capital Management
Vermont
$3.43M -$58.1K -355 -2%
RC
614
RBF Capital
California
$3.43M – – –
ASN
615
Advisory Services Network
Georgia
$3.43M -$103K -627 -3%
GIM
616
Grassi Investment Management
California
$3.42M – – –
IIM
617
Intact Investment Management
Quebec, Canada
$3.42M +$1.05M +6,400 +39%
WCM
618
Wisconsin Capital Management
Wisconsin
$3.41M -$56.4K -345 -1%
NEAM
619
New England Asset Management
Connecticut
$3.4M -$639K -3,907 -15%
B
620
Bensler
Washington
$3.39M +$592K +3,619 +19%
BIMC
621
Benson Investment Management Company
Virginia
$3.39M +$123K +755 +3%
SIG
622
Stonegate Investment Group
Alabama
$3.39M -$194K -1,187 -5%
LTI
623
Laffer Tengler Investments
Tennessee
$3.38M +$2.19M +13,398 +145%
CT
624
Coastline Trust
Rhode Island
$3.35M +$154K +944 +4%
CWM
625
Chemistry Wealth Management
New York
$3.32M -$15.7K -96 -0.4%
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