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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
Azimuth Capital Management
Michigan
$651K +$326K +3,920 +89%
FCBT
927
First Citizens Bank & Trust
North Carolina
$650K +$691K +8,322 New
KT
928
Kanaly Trust
Texas
$643K -$660K -7,939 -49%
BMC
929
Benin Management Corp
Connecticut
$642K – – –
BC
930
Banced Corp
Illinois
$632K -$117K -1,405 -15%
RBC
931
Ronald Blue & Co
Georgia
$631K -$52K -626 -7%
AAM
932
Auxier Asset Management
Oregon
$630K – – –
FPCG
933
Fort Pitt Capital Group
Pennsylvania
$625K +$104K +1,247 +18%
CIC
934
Cornercap Investment Counsel
Georgia
$623K +$34.9K +420 +6%
RWA
935
Ropes Wealth Advisors
Massachusetts
$623K +$663K +7,978 New
IAMOG
936
Investors Asset Management of Georgia
Georgia
$619K – – –
CCA
937
Checchi Capital Advisers
California
$617K +$95.8K +1,153 +17%
CLOS
938
Compagnie Lombard Odier SCmA
Switzerland
$613K +$316K +3,805 +94%
CAG
939
Crestwood Advisors Group
Massachusetts
$607K +$229K +2,755 +55%
LH
940
Lebenthal Holdings
New York
$606K -$27.2K -327 -4%
RWA
941
River Wealth Advisors
Pennsylvania
$605K +$644K +7,748 New
MFS
942
MSI Financial Services
Massachusetts
$599K +$13.9K +167 +2%
SA
943
Strategic Advisors
New York
$596K +$26.3K +316 +5%
PAMG
944
Patton Albertson Miller Group
Tennessee
$593K +$631K +7,592 New
MHIC
945
Marble Harbor Investment Counsel
Massachusetts
$586K -$24.1K -290 -4%
RIM
946
Regent Investment Management
Kentucky
$575K -$16.6K -200 -3%
CCC
947
Chelsea Counsel Company
California
$572K +$166 +2 +0%
BCM
948
Bluefin Capital Management
New York
$570K +$338K +4,071 +126%
SGAM
949
Steinberg Global Asset Management
Florida
$563K +$59.2K +712 +11%
DVM
950
Dreman Value Management
Florida
$562K +$598K +7,196 New
36 37
38
39 40