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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
851
Stewart & Patten Company
California
$854K – – –
CCA
852
Checchi Capital Advisers
California
$848K +$213K +2,233 +35%
PWP
853
Private Wealth Partners
California
$847K – – –
FNT
854
First National Trust
Pennsylvania
$845K -$75.7K -795 -9%
PP
855
Patten & Patten
Tennessee
$839K -$38.1K -400 -5%
PAM
856
Palisade Asset Management
Minnesota
$839K – – –
SFS
857
Sowell Financial Services
Arkansas
$838K +$800K +8,396 New
IHL
858
Investment House LLC
California
$837K -$47.6K -500 -6%
TAM
859
Tiverton Asset Management
Delaware
$836K +$801K +8,412 New
IA
860
IFP Advisors
Florida
$824K -$157K -1,648 -17%
SLT
861
St Louis Trust
Missouri
$822K +$514K +5,400 +188%
EFS
862
Essex Financial Services
Connecticut
$821K -$86.7K -910 -10%
MAA
863
Mraz Amerine & Associates
California
$819K -$95.4K -1,002 -11%
WTB
864
Washington Trust Bank
Washington
$815K +$47.6K +500 +6%
BIM
865
Barton Investment Management
Pennsylvania
$814K -$1.45M -15,267 -65%
WCM
866
Windsor Capital Management
Arizona
$812K +$33.9K +356 +5%
DPIM
867
Duff & Phelps Investment Management
Illinois
$810K -$22.4K -235 -3%
CCT
868
Chemung Canal Trust
New York
$803K – – –
MA
869
MANA Advisors
New York
$795K +$762K +8,001 New
MHIC
870
Marble Harbor Investment Counsel
Massachusetts
$792K – – –
RWA
871
Ropes Wealth Advisors
Massachusetts
$790K -$1.14K -12 -0.2%
SCM
872
Shelton Capital Management
Colorado
$790K – – –
WIC
873
Whitegate Investment Counselors
New Hampshire
$788K – – –
CFP
874
Cornerstone Financial Partners
North Carolina
$785K +$170K +1,788 +29%
IAMOG
875
Investors Asset Management of Georgia
Georgia
$782K – – –
33 34
35
36 37