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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
P
801
Pitcairn
Pennsylvania
$579K -$11K -173 -2%
HCC
802
Hirtle Callaghan & Co
Pennsylvania
$577K -$23.2K -366 -4%
TH
803
TCTC Holdings
Texas
$576K +$11.9K +188 +2%
WF
804
WealthTrust Fairport
Ohio
$572K -$88.9K -1,404 -35%
LPC
805
Loeb Partners Corp
New York
$571K – – –
PIM
806
Penobscot Investment Management
Massachusetts
$568K +$7.6K +120 +1%
MAA
807
Mraz Amerine & Associates
California
$566K +$190K +3,000 +48%
EDRE
808
Edmond de Rothschild (Europe)
Luxembourg
$560K +$545K +8,610 +1,405%
HTI
809
Hikari Tsushin Inc
Japan
$559K – – –
NJBEST
810
New Jersey Better Educational Savings Trust
New Jersey
$547K +$570K +9,000 New
PFBT
811
Parkside Financial Bank & Trust
Missouri
$542K -$111K -1,752 -16%
IH
812
IFC Holdings
Florida
$540K +$26.6K +420 +5%
FAAS
813
First Allied Advisory Services
California
$540K +$33K +521 +6%
FIM
814
Freedom Investment Management
Connecticut
$536K -$19.1K -302 -3%
EFS
815
Essex Financial Services
Connecticut
$533K +$10K +158 +2%
LDB
816
Lee, Danner & Bass
Tennessee
$531K – – –
PAM
817
PT Asset Management
Illinois
$526K -$529K -8,345 -49%
IB
818
Intrust Bank
Kansas
$526K -$202K -3,181 -27%
PVWM
819
Point View Wealth Management
New Jersey
$522K +$146K +2,303 +37%
BPCE
820
Bank Pictet & Cie (Europe)
Germany
$517K – – –
ATC
821
Argent Trust Co
Tennessee
$517K +$71.8K +1,134 +15%
WSC
822
Wellington Shields & Co
New York
$516K -$44.3K -700 -8%
CTI
823
Community Trust & Investment
Kentucky
$516K – – –
IHL
824
Investment House LLC
California
$515K -$25.3K -400 -5%
FPCM
825
Financial Partners Capital Management
New York
$515K +$216K +3,410 +67%
31 32
33
34 35