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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$1.25M +$9.09K +101 +0.7%
ITIM
752
Indiana Trust & Investment Management
Indiana
$1.25M -$9K -100 -0.7%
GJIC
753
Gamble Jones Investment Counsel
California
$1.24M -$4.5K -50 -0.4%
RB
754
Rodgers Brothers
Pennsylvania
$1.24M – – –
BEAM
755
Baker Ellis Asset Management
Washington
$1.23M – – –
GF
756
Gerstein Fisher
New York
$1.23M +$17K +189 +1%
ANRIA
757
American National Registered Investment Advisor
Texas
$1.22M -$4.23K -47 -0.3%
ACP
758
Aviance Capital Partners
Florida
$1.22M – – –
TCOV
759
Trust Company of Vermont
Vermont
$1.21M +$33.9K +376 +3%
FCFC
760
First Commonwealth Financial Corp
Pennsylvania
$1.21M -$14.8K -164 -1%
PAM
761
Princeton Alpha Management
New Jersey
$1.21M +$1.25M +13,844 New
YIA
762
YHB Investment Advisors
Connecticut
$1.21M +$30.6K +340 +3%
FMWA
763
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$3.24K +36 +0.3%
SSWM
764
Smith Salley Wealth Management
North Carolina
$1.21M -$93.7K -1,041 -7%
KCM
765
Kornitzer Capital Management
Kansas
$1.21M +$311K +3,450 +33%
RC
766
Roundview Capital
New Jersey
$1.2M – – –
NPA
767
Nichols & Pratt Advisers
Massachusetts
$1.2M +$20.3K +225 +2%
PMG
768
ProVise Management Group
Florida
$1.19M +$298K +3,315 +32%
CDH
769
Charles D. Hyman
$1.19M -$26.9K -299 -2%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$1.19M +$112K +1,245 +10%
PIA
771
Piedmont Investment Advisors
North Carolina
$1.18M – – –
MNBTD
772
Moody National Bank Trust Division
Texas
$1.17M +$32.2K +358 +3%
NFG
773
Next Financial Group
Texas
$1.16M -$18.8K -209 -2%
BG
774
Bollard Group
Massachusetts
$1.15M +$14K +155 +1%
TIM
775
Thompson Investment Management
Wisconsin
$1.14M – – –
29 30
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