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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
876
Artemis Investment Management
United Kingdom
$790K +$840K +10,116 New
SOAMC
877
Spirit of America Management Corp
New York
$781K – – –
BAM
878
Burnham Asset Management
New York
$780K -$4.9M -59,000 -86%
AGM
879
Alpine Global Management
New York
$780K -$1.6M -19,249 -66%
TC
880
Taylor Cottrill
New Hampshire
$780K -$82.2K -990 -9%
FBC
881
Fairfield, Bush & Co
Connecticut
$776K +$101K +1,220 +14%
MGIA
882
Moneta Group Investment Advisors
Missouri
$773K +$24.9K +300 +3%
CBU
883
CIBC Bank USA
Illinois
$767K +$95.3K +1,147 +13%
BSW
884
Buckingham Strategic Wealth
Missouri
$763K +$39.5K +476 +5%
WS
885
Wedbush Securities
California
$761K -$850K -10,235 -51%
BFG
886
Beacon Financial Group
Texas
$761K +$63.3K +762 +8%
WSC
887
Wellington Shields & Co
New York
$758K +$41.5K +500 +5%
GC
888
Grimes & Company
Massachusetts
$753K +$41.6K +501 +5%
VFS
889
VSR Financial Services
Kansas
$750K +$43.9K +528 +6%
AIU
890
Algebris Investments (UK)
United Kingdom
$750K +$798K +9,604 New
BWM
891
Bernicke Wealth Management
Wisconsin
$748K -$451K -5,425 -36%
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K +$98.6K +1,187 +14%
YL
893
YCG LLC
Texas
$742K – – –
MTIM
894
Marathon Trading Investment Management
Pennsylvania
$742K +$789K +9,500 New
JWM
895
Jacobus Wealth Management
Wisconsin
$737K +$10.8K +130 +1%
JIC
896
Joel Isaacson & Co
New York
$734K -$18.7K -225 -2%
LKIM
897
Lawson Kroeker Investment Management
Nebraska
$734K +$780K +9,390 New
FAAS
898
First Allied Advisory Services
California
$730K +$408K +4,908 +110%
PIM
899
Penobscot Investment Management
Massachusetts
$727K -$49.8K -600 -6%
PFBT
900
Parkside Financial Bank & Trust
Missouri
$726K -$25.9K -312 -3%
34 35
36
37 38