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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
MANA Advisors
New York
$463K -$294K -3,039 -38%
IAA
1002
Independent Advisor Alliance
North Carolina
$463K -$109K -1,129 -18%
HIM
1003
Hermes Investment Management
United Kingdom
$462K – – –
FCCM
1004
First City Capital Management
Georgia
$459K – – –
RA
1005
RFG Advisory
Alabama
$458K -$43.2K -446 -8%
WF
1006
WealthTrust Fairport
Ohio
$454K +$99.7K +1,029 +27%
FBT
1007
First Bankers Trust
Kentucky
$449K -$969 -10 -0.2%
HCMT
1008
Highland Capital Management (Tennessee)
Tennessee
$448K -$291K -3,000 -38%
TPWA
1009
TRUE Private Wealth Advisors
Oregon
$448K +$83.8K +865 +22%
SFA
1010
Sequoia Financial Advisors
Ohio
$447K -$26K -268 -5%
AC
1011
Alexandria Capital
Virginia
$447K +$464K +4,793 New
RIL
1012
Rothschild Investment LLC
Illinois
$444K +$3.2K +33 +0.7%
CS
1013
Comerica Securities
Michigan
$444K +$51.4K +531 +13%
HJA
1014
Hugh Johnson Advisors
New York
$443K – – –
LFAS
1015
Level Four Advisory Services
Texas
$441K +$149K +1,542 +48%
CSM
1016
CAMG Solamere Management
North Carolina
$436K -$33.9K -350 -7%
BMC
1017
Beaton Management Company
Massachusetts
$434K – – –
SC
1018
Schulhoff & Co
Ohio
$433K – – –
LWAC
1019
Laurel Wealth Advisors (California)
California
$432K -$27.6K -285 -6%
DAM
1020
Doheny Asset Management
California
$432K – – –
CWM
1021
Cornerstone Wealth Management
Missouri
$431K -$1.16K -12 -0.3%
BFC
1022
Blue Fin Capital
Rhode Island
$430K -$36.8K -380 -8%
LIM
1023
Leavell Investment Management
Alabama
$426K -$22.1K -228 -5%
ST
1024
Spinnaker Trust
Maine
$423K – – –
WPC
1025
White Pine Capital
Minnesota
$423K +$65.4K +675 +18%
39 40
41
42 43