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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
901
Parisi Gray Wealth Management
New Jersey
$719K -$16.1K -155 -2%
CCM
902
Compton Capital Management
Rhode Island
$715K -$10.4K -100 -1%
FPCM
903
Financial Partners Capital Management
New York
$715K – – –
SA
904
Strategic Advisors
New York
$715K +$624 +6 +0.1%
HFM
905
Hartford Financial Management
Connecticut
$713K -$4.89K -47 -0.7%
HT
906
Heritage Trust
Oklahoma
$713K -$4.16K -40 -0.6%
IFAM
907
Institutional & Family Asset Management
Colorado
$713K +$416 +4 +0.1%
WA
908
WealthTrust Axiom
Pennsylvania
$712K – – –
CIA
909
Capital Investment Advisors
Georgia
$711K -$29.2K -281 -4%
DWM
910
Doyle Wealth Management
Florida
$705K +$8.84K +85 +1%
MC
911
Middleton & Co
Massachusetts
$703K -$390K -3,750 -36%
LNB
912
Ledyard National Bank
$703K -$102K -979 -13%
JIC
913
Joel Isaacson & Co
New York
$702K -$36.9K -355 -5%
SCP
914
Sandhill Capital Partners
New York
$697K +$27.8K +267 +4%
LS
915
Livforsakringsbolaget Skandia
Sweden
$696K -$676K -6,500 -50%
VFA
916
Valeo Financial Advisors
Indiana
$695K +$80.5K +774 +13%
LCS
917
Levin Capital Strategies
New York
$693K -$104K -1,000 -13%
BA
918
Birinyi Associates
Connecticut
$689K -$67.6K -650 -9%
BIAS
919
Beacon Investment Advisory Services
New Jersey
$682K -$94.3K -907 -12%
MPPLM
920
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$682K +$24.8K +238 +4%
S
921
SignatureFD
Georgia
$682K +$51.2K +492 +8%
BAM
922
Boyar Asset Management
New York
$678K – – –
OCM
923
Osterweis Capital Management
California
$678K – – –
SBH
924
Segall Bryant & Hamill
Illinois
$676K +$1.35K +13 +0.2%
EM
925
Excalibur Management
Massachusetts
$670K -$2.08K -20 -0.3%
35 36
37
38 39