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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
851
Ipswich Investment Management
Massachusetts
$668K – – –
NSIM
852
North Star Investment Management
Illinois
$666K +$379K +4,410 +150%
MMG
853
Monetary Management Group
Missouri
$665K -$1.76M -20,435 -74%
HT
854
Heritage Trust
Oklahoma
$665K – – –
WCM
855
Windsor Capital Management
Arizona
$659K – – –
PK
856
Pflug Koory
Nebraska
$654K – – –
AWA
857
Arete Wealth Advisors
Illinois
$653K +$134K +1,562 +28%
AAM
858
Autus Asset Management
Arizona
$649K -$37K -430 -6%
SCA
859
Sippican Capital Advisors
Massachusetts
$647K – – –
RCAG
860
Rehmann Capital Advisory Group
Michigan
$646K +$127K +1,480 +26%
ID
861
Integral Derivatives
New York
$646K +$614K +7,146 New
FHAM
862
Folger Hill Asset Management
New York
$642K +$610K +7,100 New
CCM
863
Compton Capital Management
Rhode Island
$640K – – –
LRPA
864
L. Roy Papp & Associates
Arizona
$639K -$90.2K -1,050 -13%
IH
865
IFC Holdings
Florida
$638K +$29.9K +348 +5%
CTI
866
Community Trust & Investment
Kentucky
$633K -$2.58K -30 -0.4%
DW
867
Domani Wealth
Pennsylvania
$633K – – –
ITIM
868
Indiana Trust & Investment Management
Indiana
$633K – – –
JWM
869
Jacobus Wealth Management
Wisconsin
$633K – – –
LNB
870
Ledyard National Bank
$631K +$86.3K +1,004 +17%
P
871
Pitcairn
Pennsylvania
$626K -$25.1K -292 -4%
GWM
872
Geneos Wealth Management
Colorado
$620K +$10.4K +121 +2%
PTC
873
Private Trust Company
Ohio
$620K +$64.2K +747 +12%
JIC
874
Joel Isaacson & Co
New York
$615K – – –
HFM
875
Hartford Financial Management
Connecticut
$613K – – –
33 34
35
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