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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
1001
Westwood Management Corporation
Illinois
$320K – – –
FHA
1002
Flagship Harbor Advisors
Massachusetts
$319K -$38K -480 -11%
LFAS
1003
Level Four Advisory Services
Texas
$319K -$870 -11 -0.3%
VDBMI
1004
Van Den Berg Management I
Texas
$316K – – –
SFS
1005
Strategic Financial Services
New York
$316K +$297K +3,750 New
WF
1006
WealthTrust Fairport
Ohio
$313K – – –
VF
1007
Virtu Financial
New York
$312K +$293K +3,709 New
DI
1008
Diligent Investors
California
$311K – – –
SWA
1009
Sutton Wealth Advisors
Florida
$310K – – –
BTIS
1010
BB&T Investment Services
North Carolina
$306K +$92.3K +1,166 +49%
CWA
1011
Cypress Wealth Advisors
California
$305K -$363K -4,590 -56%
EAM
1012
Evanson Asset Management
California
$305K -$146K -1,841 -34%
LA
1013
LVW Advisors
New York
$304K -$15.4K -195 -5%
MCM
1014
Manchester Capital Management
Vermont
$304K +$38.8K +490 +16%
NL
1015
NWAM LLC
Washington
$303K -$451K -5,704 -61%
WCM
1016
Weatherstone Capital Management
Colorado
$303K +$37.9K +479 +15%
RA
1017
Rational Advisors
New York
$303K +$285K +3,600 New
EWA
1018
EP Wealth Advisors
California
$301K +$283K +3,578 New
SNT
1019
Security National Trust
West Virginia
$300K -$19.7K -249 -7%
MCTIC
1020
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$299K – – –
ZAM
1021
Zevin Asset Management
Massachusetts
$297K -$8.7K -110 -3%
ATC
1022
Adirondack Trust Company
New York
$296K -$47.9K -605 -15%
EVM
1023
Evelyn V. Moreno
$295K – – –
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$295K – – –
PFS
1025
Physicians Financial Services
North Carolina
$295K – – –
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