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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WP
751
WMS Partners
Maryland
$923K – – –
FPCM
752
Financial Partners Capital Management
New York
$920K -$43K -550 -5%
GJIC
753
Gamble Jones Investment Counsel
California
$916K -$20.2K -258 -2%
LSCM
754
LaSalle Street Capital Management
Illinois
$912K -$11.3K -144 -1%
RHBC
755
R.H. Bluestein & Co
Michigan
$912K +$901K +11,525 New
CBB
756
Citizens Business Bank
California
$910K -$1.02M -13,038 -53%
FBC
757
Fairfield, Bush & Co
Connecticut
$907K – – –
FIM
758
Farmhouse Investment Management
California
$907K +$895K +11,450 New
ADL
759
Asset Dedication LLC
California
$898K +$5.63K +72 +0.6%
PP
760
Patten & Patten
Tennessee
$893K -$57.1K -730 -6%
IRF
761
IBM Retirement Fund
New York
$891K -$5.21M -66,697 -89%
QSS
762
Quantitative Systematic Strategies
Florida
$887K +$107K +1,374 +14%
GIA
763
Gargoyle Investment Advisor
New Jersey
$881K – – –
MML Investors Services
764
MML Investors Services
Massachusetts
$875K +$865K +11,063 New
Citizens Financial Group
765
Citizens Financial Group
Rhode Island
$865K +$3.28K +42 +0.4%
BAM
766
Berkshire Asset Management
Pennsylvania
$856K +$4.14K +53 +0.5%
HL Financial Services
767
HL Financial Services
Kentucky
$854K -$17K -218 -2%
LC
768
Lincoln Capital
Nebraska
$850K -$6.25K -80 -0.7%
Cetera Advisors
769
Cetera Advisors
Colorado
$850K +$246K +3,151 +42%
CWM
770
Concert Wealth Management
California
$835K -$3.6K -46 -0.4%
CWM
771
Concentric Wealth Management
California
$829K -$30.1K -385 -4%
First National Trust
772
First National Trust
Pennsylvania
$828K -$3.75K -48 -0.5%
Waratah Capital Advisors
773
Waratah Capital Advisors
Ontario, Canada
$813K +$803K +10,276 New
LKIM
774
Lawson Kroeker Investment Management
Nebraska
$809K -$631K -8,065 -44%
IPC
775
Independent Portfolio Consultants
Florida
$802K +$21K +268 +3%