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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
LVW Advisors
New York
$249K -$2.76K -43 -1%
HIC
1002
Harvey Investment Company
Kentucky
$249K – – –
SAM
1003
SignalPoint Asset Management
Missouri
$249K +$64 +1 +0%
PG
1004
Patten Group
Tennessee
$249K -$597K -9,300 -69%
PHAM
1005
Palisades Hudson Asset Management
Florida
$247K – – –
GW
1006
GW & Wade
Massachusetts
$247K +$23.5K +366 +11%
JG
1007
Jefferies Group
New York
$246K -$1.94M -30,274 -89%
AIM
1008
Aspen Investment Management
Michigan
$245K – – –
DI
1009
Diligent Investors
California
$244K – – –
GCIA
1010
Gabelli & Co Investment Advisers
New York
$243K – – –
WMC
1011
Westwood Management Corporation
Illinois
$243K – – –
VDBMI
1012
Van Den Berg Management I
Texas
$240K – – –
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$237K -$77.1K -1,200 -24%
SBH
1014
Segall Bryant & Hamill
Illinois
$237K – – –
FANJ
1015
Financial Architects (New Jersey)
New Jersey
$236K -$6.49K -101 -3%
SWA
1016
Sutton Wealth Advisors
Florida
$236K – – –
WCM
1017
Weik Capital Management
Pennsylvania
$235K +$12.8K +200 +6%
WF
1018
WealthTrust Fairport
Ohio
$233K +$64.6K +1,005 +38%
ZAM
1019
Zevin Asset Management
Massachusetts
$231K -$4.11K -64 -2%
CA
1020
Cambridge Advisors
Nebraska
$228K -$2.57K -40 -1%
NA
1021
Nottingham Advisors
New York
$228K +$228K +3,555 New
DAM
1022
Doheny Asset Management
California
$227K – – –
PFS
1023
Physicians Financial Services
North Carolina
$227K – – –
TBA
1024
Train Babcock Advisors
New York
$227K – – –
CFA
1025
Carroll Financial Associates
North Carolina
$225K -$8.03K -125 -3%
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