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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1001
Institutional & Family Asset Management
Colorado
$299K -$900 -13 -0.3%
CPO
1002
Cerity Partners OCIO
New York
$297K +$48K +693 +21%
LGC
1003
Laurel Grove Capital
California
$296K -$235K -3,400 -46%
LFAS
1004
Level Four Advisory Services
Texas
$295K +$275K +3,977 New
ST
1005
Spinnaker Trust
Maine
$294K – – –
PAM
1006
PT Asset Management
Illinois
$293K -$270K -3,895 -50%
SBH
1007
Segall Bryant & Hamill
Illinois
$292K +$16.6K +240 +6%
GT
1008
Greenleaf Trust
Michigan
$292K +$272K +3,935 New
LA
1009
LVW Advisors
New York
$291K +$2.63K +38 +1%
MCM
1010
Manchester Capital Management
Vermont
$290K -$12.6K -182 -4%
DAM
1011
Doheny Asset Management
California
$289K +$24.7K +357 +10%
NGA
1012
Naples Global Advisors
Florida
$287K -$185K -2,675 -41%
PHAM
1013
Palisades Hudson Asset Management
Florida
$286K – – –
TSS
1014
Two Sigma Securities
New York
$285K -$247K -3,563 -48%
AIM
1015
Aspen Investment Management
Michigan
$283K – – –
WMC
1016
Westwood Management Corporation
Illinois
$282K – – –
SAM
1017
SignalPoint Asset Management
Missouri
$280K -$7.62K -110 -3%
MWP
1018
MYCIO Wealth Partners
Pennsylvania
$280K +$160K +2,308 +157%
VDBMI
1019
Van Den Berg Management I
Texas
$278K – – –
CFA
1020
Carroll Financial Associates
North Carolina
$278K +$15.8K +228 +6%
SIC
1021
Sigma Investment Counselors
Michigan
$278K +$34.6K +500 +15%
FPFS
1022
First Personal Financial Services
North Carolina
$278K +$260K +3,752 New
FHA
1023
Flagship Harbor Advisors
Massachusetts
$275K +$249K +3,600 New
CWM
1024
Cornerstone Wealth Management
Missouri
$275K +$253K +3,649 New
DI
1025
Diligent Investors
California
$274K -$6.92K -100 -3%
39 40
41
42 43