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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1001
Crestwood Advisors Group
Massachusetts
$404K – – –
BIM
1002
Baldwin Investment Management
Pennsylvania
$403K – – –
SWM
1003
SVA Wealth Management
Wisconsin
$402K – – –
TL
1004
Tirschwell & Loewy
New York
$398K -$45K -500 -10%
ZAM
1005
Zevin Asset Management
Massachusetts
$397K – – –
BP
1006
Ballentine Partners
Massachusetts
$397K +$18.8K +209 +5%
LJHT
1007
Laurie J. Hall Trustee
$397K +$408K +4,535 New
LCM
1008
Liberty Capital Management
Michigan
$394K – – –
SBH
1009
Segall Bryant & Hamill
Illinois
$394K – – –
BIM
1010
Bridges Investment Management
Nebraska
$390K +$135K +1,500 +51%
FAAS
1011
First Allied Advisory Services
California
$386K +$392K +4,353 New
SFP
1012
Santa Fe Partners
New Mexico
$383K +$393K +4,364 New
PHAM
1013
Palisades Hudson Asset Management
Florida
$382K +$106K +1,172 +37%
TTWM
1014
TCV Trust & Wealth Management
Virginia
$381K -$17.3K -192 -4%
SPC
1015
Stewart & Patten Company
California
$376K -$23.9K -266 -6%
CTA
1016
Chesley Taft & Associates
Illinois
$375K +$180 +2 +0%
CCMG
1017
Clark Capital Management Group
Pennsylvania
$373K -$212K -2,357 -36%
TBA
1018
Train Babcock Advisors
New York
$372K – – –
SIM
1019
SSI Investment Management
California
$367K +$146K +1,622 +63%
JC
1020
Jacobs & Co
California
$366K -$5.13K -57 -1%
VDBMI
1021
Van Den Berg Management I
Texas
$365K – – –
FNBTCON
1022
First National Bank & Trust Co of Newtown
Pennsylvania
$363K +$374K +4,150 New
CYG
1023
Clean Yield Group
Vermont
$362K – – –
CCM
1024
Chilton Capital Management
Texas
$361K – – –
ACM
1025
Azimuth Capital Management
Michigan
$360K -$17.7K -197 -5%
39 40
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