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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
976
Whitnell & Co
Illinois
$433K – – –
TTWM
977
TCV Trust & Wealth Management
Virginia
$430K +$20.6K +228 +5%
ZAM
978
Zevin Asset Management
Massachusetts
$430K +$409K +4,537 New
WIS
979
Wright Investors Service
Connecticut
$429K -$41.6K -462 -9%
SBH
980
Segall Bryant & Hamill
Illinois
$427K -$245K -2,720 -38%
LCM
981
Liberty Capital Management
Michigan
$427K – – –
BP
982
Ballentine Partners
Massachusetts
$412K -$16.8K -186 -4%
ACM
983
Azimuth Capital Management
Michigan
$409K +$9.01K +100 +2%
CTA
984
Chesley Taft & Associates
Illinois
$406K +$180 +2 +0%
TBA
985
Train Babcock Advisors
New York
$404K – – –
JC
986
Jacobs & Co
California
$402K -$3.88K -43 -1%
CFA
987
Cahill Financial Advisors
Minnesota
$402K – – –
VDBMI
988
Van Den Berg Management I
Texas
$396K -$55K -610 -13%
ACA
989
Anchor Capital Advisors
Massachusetts
$394K -$13.1K -145 -3%
FFSOTS
990
Fiduciary Financial Services of The Southwest
Texas
$394K – – –
CCM
991
Chilton Capital Management
Texas
$392K – – –
CYG
992
Clean Yield Group
Vermont
$392K +$90.1K +1,000 +32%
SFU
993
Stonehage Fleming (UK)
United Kingdom
$391K +$57K +632 +18%
HCM
994
Hodges Capital Management
Texas
$390K -$17.8K -198 -5%
WA
995
Wheatland Advisors
Pennsylvania
$389K – – –
CCA
996
Checchi Capital Advisers
California
$382K +$68.9K +764 +23%
EVM
997
Evelyn V. Moreno
$379K – – –
TWA
998
TCI Wealth Advisors
Arizona
$379K – – –
IPC
999
Independent Portfolio Consultants
Florida
$379K +$114K +1,265 +46%
RT
1000
Reliance Trust
Georgia
$377K -$11.4K -126 -3%
38 39
40
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