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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Cambridge Trust
Massachusetts
$478K +$32.5K +362 +8%
BA
1002
Boston Advisors
Massachusetts
$477K +$2.24K +25 +0.5%
PWW
1003
Pettyjohn Wood & White
Virginia
$473K – – –
GLI
1004
Guardian Life Insurance
New York
$472K -$4.3K -48 -0.9%
LJAC
1005
L.J. Altfest & Co
New York
$470K +$453K +5,056 New
JT
1006
Jump Trading
Illinois
$469K +$452K +5,045 New
BHC
1007
Bowen Hanes & Co
Florida
$468K – – –
CAG
1008
Crestwood Advisors Group
Massachusetts
$467K +$36.5K +407 +9%
MIC
1009
MU Investments Company
Japan
$463K +$8.96K +100 +2%
FNT
1010
First Nebraska Trust
Nebraska
$463K – – –
OCG
1011
Opus Capital Group
Ohio
$461K -$444K -4,951 -50%
HSA
1012
HBK Sorce Advisory
Pennsylvania
$460K +$16K +179 +4%
BIM
1013
Baldwin Investment Management
Pennsylvania
$460K +$30K +335 +7%
DSC
1014
Duncker Streett & Co
Missouri
$458K – – –
SWM
1015
SVA Wealth Management
Wisconsin
$457K +$28.7K +320 +7%
SMC
1016
Smith, Moore & Co
Missouri
$451K +$2.42K +27 +0.6%
MRCM
1017
M&R Capital Management
New Jersey
$449K -$148K -1,647 -25%
HIC
1018
Harvey Investment Company
Kentucky
$448K – – –
TI
1019
Telemetry Investments
New York
$448K +$432K +4,820 New
RIG
1020
Roosevelt Investment Group
New York
$447K -$7.71K -86 -2%
MBT
1021
Montecito Bank & Trust
California
$443K +$7.71K +86 +2%
SC
1022
Schulhoff & Co
Ohio
$441K -$17.9K -200 -4%
FFSOTS
1023
Fiduciary Financial Services of The Southwest
Texas
$441K – – –
MMG
1024
Monetary Management Group
Missouri
$435K – – –
HB
1025
Homrich & Berg
Georgia
$435K +$55.7K +621 +15%
39 40
41
42 43