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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
926
Drexel Morgan & Co
Pennsylvania
$325K +$309K +4,350 New
CAM
927
Cubic Asset Management
Massachusetts
$324K +$308K +4,335 New
M
928
MOTCO
Texas
$323K +$308K +4,323 New
BA
929
Boston Advisors
Massachusetts
$323K +$308K +4,325 New
JC
930
Jacobs & Co
California
$319K +$304K +4,280 New
1GA
931
1st Global Advisors
Texas
$314K +$299K +4,199 New
AI
932
Accredited Investors
Minnesota
$313K +$298K +4,182 New
ACA
933
Anchor Capital Advisors
Massachusetts
$311K +$296K +4,161 New
TTWM
934
TCV Trust & Wealth Management
Virginia
$307K +$293K +4,113 New
MMG
935
Monetary Management Group
Missouri
$304K +$290K +4,075 New
HB
936
Homrich & Berg
Georgia
$302K +$287K +4,038 New
MCC
937
Mid Continent Capital
Illinois
$300K +$285K +4,005 New
TWA
938
TCI Wealth Advisors
Arizona
$299K +$284K +3,995 New
MFS
939
MSI Financial Services
Massachusetts
$299K +$284K +3,998 New
CAM
940
Cypress Asset Management
Texas
$299K +$285K +4,000 New
RCAG
941
Rehmann Capital Advisory Group
Michigan
$297K +$283K +3,978 New
ST
942
Spinnaker Trust
Maine
$295K +$281K +3,951 New
HAIM
943
Hunter Associates Investment Management
Pennsylvania
$293K +$279K +3,918 New
IAS
944
IMA Advisory Services
Colorado
$292K +$278K +3,910 New
JAMONY
945
Jacob Asset Management of New York
California
$291K +$277K +3,900 New
EIM
946
Emerson Investment Management
Massachusetts
$289K +$275K +3,868 New
MWAC
947
Mariner Wealth Advisors (Cincinnati)
Ohio
$282K +$268K +3,773 New
GIM
948
Greylin Investment Management
Virginia
$282K +$269K +3,775 New
MWR
949
McAdams Wright Ragen
Washington
$276K +$262K +3,686 New
MBT
950
Montecito Bank & Trust
California
$276K +$263K +3,693 New
36 37
38
39 40