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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
926
Whalerock Point Partners
Rhode Island
$501K +$454K +5,522 New
BIC
927
Bridges Investment Counsel
Nebraska
$499K – – –
EWM
928
Endurance Wealth Management
Rhode Island
$498K -$49.3K -600 -10%
WAM
929
Wolverine Asset Management
Illinois
$489K -$255K -3,100 -36%
MBT
930
Montecito Bank & Trust
California
$489K +$162K +1,974 +58%
OCM
931
Osterweis Capital Management
California
$488K – – –
MJRIC
932
Mogy Joel R Investment Counsel
California
$485K – – –
EIM
933
Essex Investment Management
Massachusetts
$484K – – –
CT
934
Cambridge Trust
Massachusetts
$477K -$12.3K -150 -3%
GLI
935
Guardian Life Insurance
New York
$475K -$510K -6,206 -54%
TWA
936
TCI Wealth Advisors
Arizona
$475K +$102K +1,241 +31%
BJL
937
Brighton Jones LLC
Washington
$474K +$167K +2,036 +64%
SMC
938
Smith, Moore & Co
Missouri
$473K +$428K +5,216 New
SC
939
Schulhoff & Co
Ohio
$472K – – –
CWA
940
Constellation Wealth Advisors
New York
$465K -$16.4K -200 -4%
FFBTD
941
First Financial Bank - Trust Division
Ohio
$465K -$16.4K -200 -4%
WIS
942
Wright Investors Service
Connecticut
$464K -$411 -5 -0.1%
BST
943
Bath Savings Trust
Maine
$459K -$4.11K -50 -1%
CAM
944
Cypress Asset Management
Texas
$457K +$32.2K +392 +8%
EVM
945
Evelyn V. Moreno
$454K +$411K +5,000 New
FNT
946
First Nebraska Trust
Nebraska
$451K – – –
HCM
947
Harvest Capital Management
New Hampshire
$444K – – –
MCM
948
Maryland Capital Management
Maryland
$442K -$2.46K -30 -0.6%
TIA
949
Tiemann Investment Advisors
California
$440K +$398K +4,849 New
HIC
950
Harvey Investment Company
Kentucky
$437K – – –
36 37
38
39 40