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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
926
Bank of the West
California
$528K -$313K -3,500 -37%
OSNBOA
927
Old Second National Bank of Aurora
Illinois
$527K -$33.5K -375 -6%
WPP
928
Whalerock Point Partners
Rhode Island
$527K +$29.7K +333 +6%
FFC
929
First Financial Corp
Indiana
$526K -$11.2K -125 -2%
MIC
930
MU Investments Company
Japan
$516K -$89.3K -1,000 -15%
MBT
931
Montecito Bank & Trust
California
$515K +$30.1K +337 +6%
WIC
932
Whitegate Investment Counselors
New Hampshire
$514K +$748K +8,373 New
BIC
933
Bridges Investment Counsel
Nebraska
$513K +$17.9K +200 +4%
FCCM
934
First City Capital Management
Georgia
$510K – – –
SNT
935
Security National Trust
West Virginia
$510K – – –
CAG
936
Crestwood Advisors Group
Massachusetts
$506K -$13.8K -155 -3%
AIC
937
Atlantic Investment Company
Georgia
$506K – – –
EIM
938
Emerson Investment Management
Massachusetts
$506K +$4.47K +50 +0.9%
FM
939
Forward Management
California
$503K -$17.9K -200 -3%
HHGA
940
Halbert Hargrove Global Advisors
California
$502K -$9.2K -103 -2%
TL
941
Tirschwell & Loewy
New York
$500K – – –
FHC
942
First Heartland Consultants
Missouri
$498K – – –
NBC
943
Neuberger Berman Canada
Ontario, Canada
$495K -$679K -7,600 -58%
KFS
944
Kurt F. Somerville
$495K -$44.7K -500 -8%
EWM
945
Endurance Wealth Management
Rhode Island
$494K – – –
TH
946
TCTC Holdings
Texas
$493K -$42.4K -475 -8%
AL
947
Airain Ltd
Guernsey
$490K +$487K +5,447 New
WA
948
WFG Advisors
Texas
$484K -$976K -10,922 -67%
OCM
949
Osterweis Capital Management
California
$484K – – –
HC
950
Highmount Capital
New York
$483K -$31.3K -350 -6%
36 37
38
39 40