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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
801
Caprock Group
Idaho
$833K -$8.77K -102 -1%
EFS
802
Essex Financial Services
Connecticut
$830K -$13.3K -155 -2%
BP
803
Ballentine Partners
Massachusetts
$828K -$331K -3,852 -30%
HCC
804
Hirtle Callaghan & Co
Pennsylvania
$824K +$748K +8,700 +2,153%
SBL
805
Sargent Bickham Lagudis
Colorado
$823K -$5.76K -67 -0.7%
PIM
806
Penobscot Investment Management
Massachusetts
$823K +$8.51K +99 +1%
NPC
807
National Planning Corporation
California
$821K +$85K +989 +12%
BL
808
Balentine LLC
Georgia
$817K -$13.4K -156 -2%
FIG
809
FundX Investment Group
California
$814K – – –
NAM
810
NTV Asset Management
West Virginia
$814K – – –
KIA
811
Kopp Investment Advisors
Minnesota
$813K -$16.8K -195 -2%
IHL
812
Investment House LLC
California
$807K +$8.59K +100 +1%
CB
813
Community Bank
New York
$804K -$33.9K -395 -4%
PP
814
Patten & Patten
Tennessee
$800K -$66.2K -770 -8%
WAM
815
Wealthspire Advisors (Maryland)
Maryland
$795K +$268K +3,116 +55%
SCP
816
Syntal Capital Partners
Texas
$785K +$746K +8,683 New
IB
817
Intrust Bank
Kansas
$782K -$1.72K -20 -0.2%
SPC
818
Stewart & Patten Company
California
$778K -$7.13K -83 -1%
PWP
819
Private Wealth Partners
California
$771K – – –
WSC
820
Wellington Shields & Co
New York
$769K – – –
PAM
821
Palisade Asset Management
Minnesota
$764K +$17K +198 +2%
DPIM
822
Duff & Phelps Investment Management
Illinois
$759K -$20.2K -235 -3%
PC
823
Pecaut & Co
Iowa
$758K -$2.23K -26 -0.3%
CBA
824
Coastal Bridge Advisors
Connecticut
$747K +$21.5K +250 +3%
SCA
825
Snowden Capital Advisors
New York
$734K +$43.7K +509 +7%
31 32
33
34 35