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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
951
Homrich & Berg
Georgia
$386K -$21.2K -271 -5%
LIM
952
Leavell Investment Management
Alabama
$385K – – –
WB
953
WesBanco Bank
West Virginia
$385K +$7.82K +100 +2%
BJL
954
Brighton Jones LLC
Washington
$385K +$381K +4,873 New
EB
955
Eastern Bank
Massachusetts
$382K -$66.1K -845 -15%
FBT
956
First Bankers Trust
Kentucky
$382K -$59K -755 -14%
HJA
957
Hugh Johnson Advisors
New York
$376K -$11.7K -150 -3%
WPP
958
Whalerock Point Partners
Rhode Island
$373K – – –
RI
959
Ridgewood Investments
New Jersey
$373K +$9.38K +120 +3%
LWAC
960
Laurel Wealth Advisors (California)
California
$368K +$35.9K +459 +11%
SC
961
Schulhoff & Co
Ohio
$367K – – –
ST
962
Spinnaker Trust
Maine
$367K +$51.9K +664 +17%
JG
963
Jefferies Group
New York
$364K -$1.34M -17,113 -79%
CPA
964
Clear Perspective Advisors
Illinois
$363K -$7.82K -100 -2%
QC
965
Quadrature Capital
United Kingdom
$359K -$286K -3,662 -45%
CWM
966
Cornerstone Wealth Management
Missouri
$358K +$73.6K +942 +26%
PGCM
967
Prescott Group Capital Management
Oklahoma
$356K – – –
CPO
968
Cerity Partners OCIO
New York
$353K +$35.1K +449 +11%
MWP
969
MYCIO Wealth Partners
Pennsylvania
$353K +$53.1K +679 +18%
BST
970
Bath Savings Trust
Maine
$347K – – –
KLI
971
Kelman-Lazarov Inc
Tennessee
$344K -$15.6K -200 -4%
BG
972
Bahl & Gaynor
Ohio
$343K -$260K -3,330 -43%
SGAM
973
Steinberg Global Asset Management
Florida
$342K -$14.1K -180 -4%
BCB
974
Brian C. Broderick
$340K -$39.1K -500 -10%
TWA
975
TCI Wealth Advisors
Arizona
$339K +$469 +6 +0.1%
37 38
39
40 41