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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
951
Lincoln National Corp
Pennsylvania
$613K +$302K +3,172 +106%
KFS
952
Kurt F. Somerville
$606K +$267K +2,800 +85%
CAMG
953
CWA Asset Management Group
Florida
$605K +$19K +200 +3%
CAG
954
Csenge Advisory Group
Florida
$604K +$11.2K +118 +2%
BBI
955
Baxter Bros Inc
Connecticut
$601K -$11.8K -124 -2%
PVWM
956
Point View Wealth Management
New Jersey
$600K -$31.7K -333 -5%
BHB
957
Bank Hapoalim BM
Israel
$597K -$31K -325 -5%
MHIM
958
MacNealy Hoover Investment Management
Ohio
$596K – – –
WC
959
Weil Company
California
$596K +$571K +6,000 New
IFAM
960
Institutional & Family Asset Management
Colorado
$592K -$45.5K -478 -7%
MA
961
Montag & Associates
Georgia
$591K – – –
PC
962
Palo Capital
California
$588K – – –
GC
963
Garde Capital
Washington
$585K -$8.1K -85 -1%
EIM
964
Essex Investment Management
Massachusetts
$581K +$33.1K +348 +6%
GT
965
Greenleaf Trust
Michigan
$576K +$17.3K +182 +3%
AWA
966
Arete Wealth Advisors
Illinois
$573K -$138K -1,444 -20%
MGIA
967
Moneta Group Investment Advisors
Missouri
$567K – – –
PFBT
968
Parkside Financial Bank & Trust
Missouri
$566K -$381 -4 -0.1%
CC
969
Cognios Capital
Kansas
$564K +$542K +5,686 New
FB
970
Fulton Bank
Pennsylvania
$559K +$48.1K +505 +10%
DSC
971
Duncker Streett & Co
Missouri
$557K – – –
GAM
972
Garrison Asset Management
Arkansas
$556K – – –
RWM
973
Raffa Wealth Management
District of Columbia
$554K – – –
CS
974
Cannell & Spears
New York
$551K – – –
ACG
975
Allen Capital Group
Nebraska
$546K +$523K +5,494 New
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