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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
976
Shinko Asset Management Company
Japan
$385K -$37.2K -453 -10%
TBA
977
Train Babcock Advisors
New York
$385K – – –
I
978
IberiaBank
Louisiana
$381K -$6.08K -74 -2%
SL
979
Summitry LLC
California
$377K +$341K +4,150 New
HB
980
Homrich & Berg
Georgia
$375K +$340K +4,137 New
QI
981
Quotient Investors
New York
$373K -$24.6K -300 -7%
TTWM
982
TCV Trust & Wealth Management
Virginia
$373K – – –
WA
983
Wheatland Advisors
Pennsylvania
$372K +$337K +4,100 New
MMG
984
Monetary Management Group
Missouri
$370K – – –
MWR
985
McAdams Wright Ragen
Washington
$365K +$26.3K +320 +9%
WPC
986
Waters Parkerson & Co
Louisiana
$363K +$42.1K +513 +15%
LJAC
987
L.J. Altfest & Co
New York
$363K +$329K +4,000 New
SFG
988
SNS Financial Group
Minnesota
$362K +$68.1K +829 +26%
MG
989
MDE Group
New Jersey
$361K +$46.5K +566 +17%
CFA
990
Cahill Financial Advisors
Minnesota
$358K +$323K +3,935 New
FAAS
991
First Allied Advisory Services
California
$357K -$114K -1,388 -26%
HAIM
992
Hunter Associates Investment Management
Pennsylvania
$355K – – –
IAS
993
IMA Advisory Services
Colorado
$355K – – –
M
994
MOTCO
Texas
$347K -$24.6K -300 -7%
GVT
995
Genesee Valley Trust
New York
$347K +$52.2K +636 +20%
MIU
996
Man Investments (UK)
United Kingdom
$342K -$666K -8,112 -68%
FNBOO
997
First National Bank of Omaha
Nebraska
$340K -$8.21K -100 -3%
GA
998
Geneva Advisors
Illinois
$338K +$32.9K +400 +12%
FWM
999
Focused Wealth Management
New York
$336K +$146K +1,777 +92%
SWM
1000
SVA Wealth Management
Wisconsin
$335K +$303K +3,692 New
38 39
40
41 42