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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1001
Independent Advisor Alliance
North Carolina
$644K +$17.5K +167 +3%
CS
1002
Comerica Securities
Michigan
$639K +$27.3K +260 +5%
BSPF
1003
British Steel Pension Fund
United Kingdom
$634K +$609K +5,800 New
QCM
1004
Quest Capital Management
Texas
$633K +$606K +5,769 New
MIH
1005
Meitav Investment House
Israel
$627K -$261K -2,484 -30%
LFAS
1006
Level Four Advisory Services
Texas
$626K -$36.8K -350 -6%
FPA
1007
First Pacific Advisors
California
$623K – – –
MOS
1008
MGO One Seven
Ohio
$623K +$125K +1,190 +26%
SVWA
1009
Sound View Wealth Advisors
Georgia
$621K -$15.2K -145 -2%
BOTW
1010
Bank of the West
California
$617K -$53.1K -505 -8%
HCM
1011
Hall Capital Management
Rhode Island
$616K +$65.2K +620 +12%
EB
1012
Eastern Bank
Massachusetts
$613K -$68.8K -655 -10%
RC
1013
RegentAtlantic Capital
New Jersey
$613K +$37.5K +357 +7%
GCA
1014
Gideon Capital Advisors
New York
$610K +$197K +1,878 +51%
CS
1015
Cannell & Spears
New York
$607K – – –
HIM
1016
Hillsdale Investment Management
Ontario, Canada
$602K +$171K +1,625 +42%
SWA
1017
Stratos Wealth Advisors
Ohio
$600K -$55.5K -528 -9%
ITIM
1018
Indiana Trust & Investment Management
Indiana
$597K -$43.6K -415 -7%
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$597K +$4.83K +46 +0.8%
BP
1020
Ballentine Partners
Massachusetts
$594K -$2.63K -25 -0.5%
SSWM
1021
Sheets Smith Wealth Management
North Carolina
$588K -$2.73K -26 -0.5%
OCM
1022
Osterweis Capital Management
California
$587K – – –
DSC
1023
Duncker Streett & Co
Missouri
$581K – – –
MFW
1024
Meristem Family Wealth
Minnesota
$581K – – –
RCC
1025
Red Cedar Capital
Nebraska
$579K – – –
39 40
41
42 43