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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Continuum Advisory
Idaho
$348K -$12.5K -145 -4%
PHAM
1002
Palisades Hudson Asset Management
Florida
$347K -$1.8K -21 -0.5%
B
1003
Brightworth
Georgia
$347K +$330K +3,841 New
TSS
1004
Two Sigma Securities
New York
$346K -$1.31M -15,220 -80%
AIM
1005
Aspen Investment Management
Michigan
$346K – – –
AIM
1006
Allen Investment Management
New York
$345K – – –
TF
1007
Tompkins Financial
New York
$344K -$121K -1,410 -27%
WMC
1008
Westwood Management Corporation
Illinois
$344K – – –
VDBMI
1009
Van Den Berg Management I
Texas
$339K – – –
WF
1010
WealthTrust Fairport
Ohio
$339K +$3.01K +35 +0.9%
LA
1011
LVW Advisors
New York
$339K +$11.3K +131 +4%
EWM
1012
Evermay Wealth Management
Virginia
$339K +$322K +3,752 New
MWP
1013
MYCIO Wealth Partners
Pennsylvania
$335K -$10.1K -117 -3%
SFA
1014
Sequoia Financial Advisors
Ohio
$334K +$22.3K +259 +8%
SWA
1015
Sutton Wealth Advisors
Florida
$333K – – –
DI
1016
Diligent Investors
California
$330K -$4.3K -50 -1%
WCM
1017
Weatherstone Capital Management
Colorado
$330K +$4.64K +54 +2%
EAM
1018
Evanson Asset Management
California
$328K – – –
SNT
1019
Security National Trust
West Virginia
$322K – – –
PL
1020
Parkwood LLC
Ohio
$322K +$59K +687 +24%
WIA
1021
Westbourne Investment Advisors
Maryland
$321K -$163K -1,900 -35%
CAM
1022
Cypress Asset Management
Texas
$321K -$25.8K -300 -8%
MRCM
1023
M&R Capital Management
New Jersey
$320K -$25.8K -300 -8%
ATC
1024
Adirondack Trust Company
New York
$319K – – –
CWA
1025
Cypress Wealth Advisors
California
$318K -$9.63K -112 -3%
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