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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Advantage Investment Management
Iowa
$350K +$128K +1,484 +62%
WPC
1002
White Pine Capital
Minnesota
$349K -$11.2K -130 -3%
WIM
1003
Wittenberg Investment Management
Massachusetts
$349K – – –
CA
1004
Continuum Advisory
Idaho
$348K -$12.5K -145 -4%
PHAM
1005
Palisades Hudson Asset Management
Florida
$347K -$1.8K -21 -0.5%
B
1006
Brightworth
Georgia
$347K +$330K +3,841 New
TSS
1007
Two Sigma Securities
New York
$346K -$1.31M -15,220 -80%
AIM
1008
Aspen Investment Management
Michigan
$346K – – –
AIM
1009
Allen Investment Management
New York
$345K – – –
TF
1010
Tompkins Financial
New York
$344K -$121K -1,410 -27%
WMC
1011
Westwood Management Corporation
Illinois
$344K – – –
VDBMI
1012
Van Den Berg Management I
Texas
$339K – – –
WF
1013
WealthTrust Fairport
Ohio
$339K +$3.01K +35 +0.9%
LA
1014
LVW Advisors
New York
$339K +$11.3K +131 +4%
EWM
1015
Evermay Wealth Management
Virginia
$339K +$322K +3,752 New
MWP
1016
MYCIO Wealth Partners
Pennsylvania
$335K -$10.1K -117 -3%
SFA
1017
Sequoia Financial Advisors
Ohio
$334K +$22.3K +259 +8%
SWA
1018
Sutton Wealth Advisors
Florida
$333K – – –
DI
1019
Diligent Investors
California
$330K -$4.3K -50 -1%
WCM
1020
Weatherstone Capital Management
Colorado
$330K +$4.64K +54 +2%
EAM
1021
Evanson Asset Management
California
$328K – – –
SNT
1022
Security National Trust
West Virginia
$322K – – –
PL
1023
Parkwood LLC
Ohio
$322K +$59K +687 +24%
WIA
1024
Westbourne Investment Advisors
Maryland
$321K -$163K -1,900 -35%
CAM
1025
Cypress Asset Management
Texas
$321K -$25.8K -300 -8%
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