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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1001
Zevin Asset Management
Massachusetts
$397K – – –
BP
1002
Ballentine Partners
Massachusetts
$397K +$18.8K +209 +5%
LJHT
1003
Laurie J. Hall Trustee
$397K +$408K +4,535 New
LCM
1004
Liberty Capital Management
Michigan
$394K – – –
SBH
1005
Segall Bryant & Hamill
Illinois
$394K – – –
BIM
1006
Bridges Investment Management
Nebraska
$390K +$135K +1,500 +51%
FAAS
1007
First Allied Advisory Services
California
$386K +$392K +4,353 New
SFP
1008
Santa Fe Partners
New Mexico
$383K +$393K +4,364 New
PHAM
1009
Palisades Hudson Asset Management
Florida
$382K +$106K +1,172 +37%
TTWM
1010
TCV Trust & Wealth Management
Virginia
$381K -$17.3K -192 -4%
SPC
1011
Stewart & Patten Company
California
$376K -$23.9K -266 -6%
CTA
1012
Chesley Taft & Associates
Illinois
$375K +$180 +2 +0%
CCMG
1013
Clark Capital Management Group
Pennsylvania
$373K -$212K -2,357 -36%
TBA
1014
Train Babcock Advisors
New York
$372K – – –
SIM
1015
SSI Investment Management
California
$367K +$146K +1,622 +63%
JC
1016
Jacobs & Co
California
$366K -$5.13K -57 -1%
VDBMI
1017
Van Den Berg Management I
Texas
$365K – – –
FNBTCON
1018
First National Bank & Trust Co of Newtown
Pennsylvania
$363K +$374K +4,150 New
CYG
1019
Clean Yield Group
Vermont
$362K – – –
CCM
1020
Chilton Capital Management
Texas
$361K – – –
ACM
1021
Azimuth Capital Management
Michigan
$360K -$17.7K -197 -5%
SFU
1022
Stonehage Fleming (UK)
United Kingdom
$360K – – –
WA
1023
Wheatland Advisors
Pennsylvania
$359K – – –
CFA
1024
Cahill Financial Advisors
Minnesota
$357K -$14.9K -165 -4%
MWAC
1025
Mariner Wealth Advisors (Cincinnati)
Ohio
$356K +$34.3K +381 +10%
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