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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
851
Private Wealth Partners
California
$795K – – –
FB
852
Fulton Bank
Pennsylvania
$792K +$277K +2,864 +51%
KIA
853
Kopp Investment Advisors
Minnesota
$789K -$30.8K -318 -4%
FNT
854
First National Trust
Pennsylvania
$789K -$4.94K -51 -0.6%
PAM
855
Palisade Asset Management
Minnesota
$788K – – –
IHL
856
Investment House LLC
California
$786K – – –
NB
857
NBT Bank
New York
$783K -$182K -1,880 -18%
PP
858
Patten & Patten
Tennessee
$774K -$14.5K -150 -2%
IIM
859
Ipswich Investment Management
Massachusetts
$774K +$88.6K +915 +12%
SLT
860
St Louis Trust
Missouri
$772K – – –
EHC
861
Everett Harris & Co
California
$770K +$291K +3,000 +57%
MAA
862
Mraz Amerine & Associates
California
$769K – – –
APA
863
American Portfolios Advisors
New York
$763K +$34.5K +356 +5%
PI
864
PineBridge Investments
New York
$759K +$525K +5,424 +199%
SPC
865
Stewart & Patten Company
California
$756K -$48.4K -500 -6%
SC
866
Savant Capital
Illinois
$755K +$23K +237 +3%
WP
867
WMS Partners
Maryland
$750K -$339K -3,500 -30%
RWA
868
Ropes Wealth Advisors
Massachusetts
$750K +$8.23K +85 +1%
MFAM
869
Motley Fool Asset Management
Virginia
$747K +$776K +8,007 New
MHIC
870
Marble Harbor Investment Counsel
Massachusetts
$744K – – –
LCS
871
Levin Capital Strategies
New York
$742K -$101K -1,045 -12%
DPIM
872
Duff & Phelps Investment Management
Illinois
$741K -$20.3K -210 -3%
IAMOG
873
Investors Asset Management of Georgia
Georgia
$735K – – –
AWM
874
Altium Wealth Management
New York
$733K +$43K +444 +6%
CCP
875
Corient Capital Partners
California
$732K +$14.5K +150 +2%
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35
36 37