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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
776
ProVise Management Group
Florida
$1.03M +$131K +1,600 +16%
WA
777
WBH Advisory
Maryland
$1.03M +$30.8K +375 +3%
B
778
BancorpSouth
Mississippi
$1.03M -$21.7K -264 -2%
LRPA
779
L. Roy Papp & Associates
Arizona
$1.03M -$106K -1,291 -10%
LA
780
Lau Associates
Delaware
$1.02M – – –
NAM
781
NorthCoast Asset Management
Connecticut
$1.01M – – –
RIM
782
Regent Investment Management
Kentucky
$999K -$14.8K -180 -2%
OMCS
783
Old Mutual Customised Solutions
South Africa
$998K – – –
KFS
784
KMS Financial Services
Washington
$994K +$76.8K +935 +9%
GIP
785
Granite Investment Partners
California
$980K – – –
TCOTO
786
Trust Company of the Ozarks
Missouri
$972K -$69.8K -850 -7%
LIA
787
LS Investment Advisors
Michigan
$952K +$429K +5,218 +99%
KCM
788
Kornitzer Capital Management
Kansas
$941K -$57.5K -700 -6%
GC
789
Grimes & Company
Massachusetts
$939K +$42.6K +518 +5%
AIM
790
Aspen Investment Management
Michigan
$934K +$411 +5 +0%
FSC
791
Fiduciary Services Corp
Georgia
$933K -$8.21K -100 -1%
PIM
792
Penobscot Investment Management
Massachusetts
$925K -$8.21K -100 -1%
JIC
793
Joel Isaacson & Co
New York
$925K +$3.7K +45 +0.4%
DMC
794
Drexel Morgan & Co
Pennsylvania
$923K +$36.1K +440 +5%
PTC
795
Private Trust Company
Ohio
$918K -$21.2K -258 -2%
BSW
796
Buckingham Strategic Wealth
Missouri
$918K +$89.9K +1,094 +12%
LDB
797
Lee, Danner & Bass
Tennessee
$898K +$115K +1,400 +16%
PAG
798
Private Advisor Group
New Jersey
$898K +$813K +9,896 New
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$893K +$809K +9,847 New
AI
800
Analytic Investors
California
$881K -$6.8M -82,833 -90%
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