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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
926
IberiaBank
Louisiana
$337K +$321K +4,510 New
CTA
927
Chesley Taft & Associates
Illinois
$335K +$319K +4,480 New
WPAM
928
Wright Private Asset Management
Connecticut
$333K +$317K +4,455 New
QI
929
Quotient Investors
New York
$330K +$314K +4,410 New
DMC
930
Drexel Morgan & Co
Pennsylvania
$325K +$309K +4,350 New
CAM
931
Cubic Asset Management
Massachusetts
$324K +$308K +4,335 New
M
932
MOTCO
Texas
$323K +$308K +4,323 New
BA
933
Boston Advisors
Massachusetts
$323K +$308K +4,325 New
JC
934
Jacobs & Co
California
$319K +$304K +4,280 New
1GA
935
1st Global Advisors
Texas
$314K +$299K +4,199 New
AI
936
Accredited Investors
Minnesota
$313K +$298K +4,182 New
ACA
937
Anchor Capital Advisors
Massachusetts
$311K +$296K +4,161 New
TTWM
938
TCV Trust & Wealth Management
Virginia
$307K +$293K +4,113 New
MMG
939
Monetary Management Group
Missouri
$304K +$290K +4,075 New
HB
940
Homrich & Berg
Georgia
$302K +$287K +4,038 New
MCC
941
Mid Continent Capital
Illinois
$300K +$285K +4,005 New
TWA
942
TCI Wealth Advisors
Arizona
$299K +$284K +3,995 New
MFS
943
MSI Financial Services
Massachusetts
$299K +$284K +3,998 New
CAM
944
Cypress Asset Management
Texas
$299K +$285K +4,000 New
RCAG
945
Rehmann Capital Advisory Group
Michigan
$297K +$283K +3,978 New
ST
946
Spinnaker Trust
Maine
$295K +$281K +3,951 New
HAIM
947
Hunter Associates Investment Management
Pennsylvania
$293K +$279K +3,918 New
IAS
948
IMA Advisory Services
Colorado
$292K +$278K +3,910 New
JAMONY
949
Jacob Asset Management of New York
California
$291K +$277K +3,900 New
EIM
950
Emerson Investment Management
Massachusetts
$289K +$275K +3,868 New
36 37
38
39 40