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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
901
Shepherd Kaplan Krochuk
Massachusetts
$762K – – –
RMC
902
Resources Management Corp
Connecticut
$754K – – –
IAMOG
903
Investors Asset Management of Georgia
Georgia
$750K – – –
CBA
904
Coastal Bridge Advisors
Connecticut
$747K -$13.3K -145 -2%
SAM
905
Sompo Asset Management
Japan
$747K +$423K +4,590 +141%
TFCM
906
Taylor Frigon Capital Management
Arizona
$746K +$721K +7,831 New
LFAS
907
Level Four Advisory Services
Texas
$744K -$34.7K -377 -5%
CA
908
Commerzbank Aktiengesellschaft
Germany
$743K -$4.94M -53,605 -87%
BFM
909
Boston Financial Management
Massachusetts
$742K -$177K -1,925 -20%
LS
910
Livforsakringsbolaget Skandia
Sweden
$737K – – –
BIC
911
Beach Investment Counsel
Pennsylvania
$736K – – –
DPIM
912
Duff & Phelps Investment Management
Illinois
$734K – – –
AGM
913
Alpine Global Management
New York
$730K +$706K +7,666 New
SRC
914
Sage Rhino Capital
California
$729K +$209K +2,265 +42%
WMC
915
Westwood Management Corporation
Illinois
$724K +$350K +3,800 +100%
FPCP
916
Fort Point Capital Partners
California
$722K – – –
CCA
917
Checchi Capital Advisers
California
$721K +$55.7K +605 +9%
GRP
918
Global Retirement Partners
California
$718K +$48.2K +523 +7%
CMANY
919
Capital Management Associates (New York)
New York
$717K -$155K -1,681 -18%
WIC
920
Whitegate Investment Counselors
New Hampshire
$710K – – –
VCM
921
Virtue Capital Management
Tennessee
$707K +$683K +7,423 New
BAMF
922
BI Asset Management Fondsmaeglerselskab
Denmark
$704K -$1.74M -18,871 -72%
ECM
923
ETrade Capital Management
Virginia
$704K +$35.4K +385 +5%
SS
924
Simplicity Solutions
Minnesota
$700K -$105K -1,145 -13%
MAA
925
Mraz Amerine & Associates
California
$700K – – –
35 36
37
38 39