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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
Montag & Associates
Georgia
$492K – – –
SCP
902
Sandhill Capital Partners
New York
$485K -$146K -1,863 -23%
PTC
903
Private Trust Company
Ohio
$483K -$9.69K -124 -2%
PC
904
Palo Capital
California
$478K +$473K +6,046 New
BSW
905
Buckingham Strategic Wealth
Missouri
$475K -$194K -2,487 -29%
FBT
906
First Bank & Trust
South Dakota
$475K – – –
MHIM
907
MacNealy Hoover Investment Management
Ohio
$475K – – –
WA
908
Wasatch Advisors
Utah
$475K +$469K +6,000 New
GAM
909
Garrison Asset Management
Arkansas
$465K -$117K -1,500 -20%
BHB
910
Bank Hapoalim BM
Israel
$461K +$455K +5,825 New
SCM
911
Stellar Capital Management
Arizona
$458K +$78 +1 +0%
HT
912
HighTower Trust
Texas
$453K – – –
MGIA
913
Moneta Group Investment Advisors
Missouri
$451K -$48.3K -618 -10%
BWM
914
Bernicke Wealth Management
Wisconsin
$447K -$429K -5,487 -49%
BC
915
Barnett & Company
Tennessee
$446K -$31.3K -400 -7%
JFL
916
Jarislowsky, Fraser Ltd
Quebec, Canada
$444K -$46.9K -600 -10%
DSC
917
Duncker Streett & Co
Missouri
$444K – – –
AGA
918
Accuvest Global Advisors
Utah
$444K +$439K +5,610 New
ASN
919
Advisory Services Network
Georgia
$444K +$439K +5,610 New
CSM
920
CAMG Solamere Management
North Carolina
$443K +$313 +4 +0.1%
RWM
921
Raffa Wealth Management
District of Columbia
$441K -$1.41K -18 -0.3%
CS
922
Cannell & Spears
New York
$439K -$52.8K -675 -11%
EHC
923
Everett Harris & Co
California
$439K – – –
EIM
924
Essex Investment Management
Massachusetts
$435K -$204K -2,608 -32%
RWP
925
RWA Wealth Partners
Massachusetts
$435K +$430K +5,495 New
35 36
37
38 39