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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1001
Granite Investment Advisors
New Hampshire
$247K -$6.09M -104,670 -96%
GIA
1002
Gargoyle Investment Advisor
New Jersey
$246K +$233K +4,000 New
HIC
1003
Harvey Investment Company
Kentucky
$245K – – –
TPWA
1004
TRUE Private Wealth Advisors
Oregon
$245K +$232K +3,992 New
EVM
1005
Evelyn V. Moreno
$243K – – –
AIM
1006
Aspen Investment Management
Michigan
$242K – – –
DP
1007
Dearborn Partners
Illinois
$239K -$24K -412 -10%
FHA
1008
First Horizon Advisors
Tennessee
$239K -$524 -9 -0.2%
CP
1009
Camelot Portfolios
Ohio
$239K +$227K +3,900 New
TBA
1010
Train Babcock Advisors
New York
$237K – – –
IA
1011
IFP Advisors
Florida
$235K -$669K -11,501 -84%
BAM
1012
Burnham Asset Management
New York
$234K -$343K -5,900 -60%
FRM
1013
Fox Run Management
Connecticut
$233K -$291K -5,000 -57%
DI
1014
Diligent Investors
California
$233K – – –
NCM
1015
Neumann Capital Management
California
$233K – – –
WMC
1016
Westwood Management Corporation
Illinois
$233K – – –
RCM
1017
Reynolds Capital Management
Nevada
$233K +$221K +3,800 New
CA
1018
Cambridge Advisors
Nebraska
$231K – – –
VDBMI
1019
Van Den Berg Management I
Texas
$230K – – –
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$66.4K -1,141 -23%
S
1021
SignatureFD
Georgia
$228K +$47.5K +816 +28%
SWA
1022
Sutton Wealth Advisors
Florida
$226K +$214K +3,685 New
LJHT
1023
Laurie J. Hall Trustee
$226K – – –
ZAM
1024
Zevin Asset Management
Massachusetts
$226K +$3.72K +64 +2%
CFA
1025
Carroll Financial Associates
North Carolina
$225K -$291 -5 -0.1%
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