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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIA
976
Park Avenue Institutional Advisers
New York
$459K +$469K +5,911 New
FHC
977
First Heartland Consultants
Missouri
$456K +$15.9K +200 +4%
SHA
978
Smith Hayes Advisers
Nebraska
$452K -$41.6K -524 -8%
HFM
979
Hartford Financial Management
Connecticut
$451K -$15.9K -200 -3%
ST
980
Semper Trust
Pennsylvania
$449K -$103K -1,300 -18%
KFS
981
Kurt F. Somerville
$448K – – –
CCA
982
Catalyst Capital Advisors
New York
$447K +$59.5K +750 +15%
WCM
983
Weik Capital Management
Pennsylvania
$445K +$35.7K +450 +9%
MF
984
Magnetar Financial
Illinois
$445K +$454K +5,720 New
AL
985
Aspiriant LLC
California
$443K -$1.19K -15 -0.3%
QCI
986
Quaker Capital Investments
Pennsylvania
$443K – – –
FHA
987
First Horizon Advisors
Tennessee
$443K +$17.8K +224 +4%
MPM
988
Meritage Portfolio Management
Kansas
$440K – – –
EIM
989
Emerson Investment Management
Massachusetts
$434K -$6.9K -87 -2%
FCCM
990
First City Capital Management
Georgia
$433K +$1.98K +25 +0.5%
CA
991
Cetera Advisors
Colorado
$426K +$31.5K +397 +8%
FIG
992
Fusion Investment Group
Pennsylvania
$425K +$434K +5,474 New
HB
993
Homrich & Berg
Georgia
$423K +$56.9K +717 +15%
MGIA
994
Moneta Group Investment Advisors
Missouri
$420K -$357K -4,500 -45%
RIG
995
Roosevelt Investment Group
New York
$416K +$43.8K +552 +12%
WEC
996
Winslow Evans & Crocker
Massachusetts
$415K +$89.5K +1,128 +27%
FFC
997
First Financial Corp
Indiana
$415K – – –
PIM
998
Progressive Investment Management
Oregon
$414K -$70.4K -887 -14%
EIM
999
Essex Investment Management
Massachusetts
$414K – – –
CAM
1000
Congress Asset Management
Massachusetts
$413K -$144K -1,810 -25%
38 39
40
41 42