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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
976
Cerity Partners OCIO
New York
$359K -$6.17K -78 -2%
SCM
977
Stonebridge Capital Management
California
$358K +$336K +4,250 New
MIM
978
Montgomery Investment Management
Maryland
$357K -$223K -2,824 -40%
RMCM
979
Reynders McVeigh Capital Management
Massachusetts
$349K -$1.34K -17 -0.4%
LWM
980
Lyell Wealth Management
California
$345K -$257K -3,250 -44%
WA
981
Wheatland Advisors
Pennsylvania
$345K – – –
IFAM
982
Institutional & Family Asset Management
Colorado
$342K +$1.19K +15 +0.4%
CPA
983
Clear Perspective Advisors
Illinois
$338K -$45.5K -575 -13%
HS
984
HighVista Strategies
Massachusetts
$337K -$791K -10,000 -71%
BCB
985
Brian C. Broderick
$337K -$23.7K -300 -7%
HBT
986
Hills Bank & Trust
Iowa
$337K -$3.96K -50 -1%
NA
987
NewEdge Advisors
Louisiana
$337K +$26.9K +340 +9%
CA
988
Continuum Advisory
Idaho
$336K +$41.4K +523 +15%
WPC
989
White Pine Capital
Minnesota
$336K +$315K +3,985 New
DAM
990
Doheny Asset Management
California
$329K – – –
KA
991
Kovack Advisors
Florida
$328K +$308K +3,894 New
WEC
992
Winslow Evans & Crocker
Massachusetts
$327K -$158 -2 -0.1%
QIM
993
Quest Investment Management
Oregon
$325K -$28.6K -361 -9%
PHAM
994
Palisades Hudson Asset Management
Florida
$325K – – –
WIM
995
Wittenberg Investment Management
Massachusetts
$325K – – –
CAM
996
Cypress Asset Management
Texas
$324K -$7.91K -100 -3%
SYBT
997
Stock Yards Bank & Trust
Kentucky
$324K – – –
MRCM
998
M&R Capital Management
New Jersey
$323K -$88.5K -1,119 -23%
TPWA
999
TRUE Private Wealth Advisors
Oregon
$323K +$26.9K +340 +10%
MWP
1000
MYCIO Wealth Partners
Pennsylvania
$322K -$50.7K -641 -14%
38 39
40
41 42