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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1001
CPWM LLC
Washington
$306K -$21.7K -314 -7%
WA
1002
Wheatland Advisors
Pennsylvania
$304K – – –
LW
1003
Linscomb Wealth
Texas
$304K +$3.53K +51 +1%
TPWA
1004
TRUE Private Wealth Advisors
Oregon
$304K +$32.1K +463 +13%
IFAM
1005
Institutional & Family Asset Management
Colorado
$299K -$900 -13 -0.3%
CPO
1006
Cerity Partners OCIO
New York
$297K +$48K +693 +21%
LGC
1007
Laurel Grove Capital
California
$296K -$235K -3,400 -46%
LFAS
1008
Level Four Advisory Services
Texas
$295K +$275K +3,977 New
ST
1009
Spinnaker Trust
Maine
$294K – – –
PAM
1010
PT Asset Management
Illinois
$293K -$270K -3,895 -50%
SBH
1011
Segall Bryant & Hamill
Illinois
$292K +$16.6K +240 +6%
GT
1012
Greenleaf Trust
Michigan
$292K +$272K +3,935 New
LA
1013
LVW Advisors
New York
$291K +$2.63K +38 +1%
MCM
1014
Manchester Capital Management
Vermont
$290K -$12.6K -182 -4%
DAM
1015
Doheny Asset Management
California
$289K +$24.7K +357 +10%
NGA
1016
Naples Global Advisors
Florida
$287K -$185K -2,675 -41%
PHAM
1017
Palisades Hudson Asset Management
Florida
$286K – – –
TSS
1018
Two Sigma Securities
New York
$285K -$247K -3,563 -48%
AIM
1019
Aspen Investment Management
Michigan
$283K – – –
WMC
1020
Westwood Management Corporation
Illinois
$282K – – –
SAM
1021
SignalPoint Asset Management
Missouri
$280K -$7.62K -110 -3%
MWP
1022
MYCIO Wealth Partners
Pennsylvania
$280K +$160K +2,308 +157%
VDBMI
1023
Van Den Berg Management I
Texas
$278K – – –
CFA
1024
Carroll Financial Associates
North Carolina
$278K +$15.8K +228 +6%
SIC
1025
Sigma Investment Counselors
Michigan
$278K +$34.6K +500 +15%
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