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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1026
Bingham Osborn & Scarborough
California
$331K -$9.83K -109 -3%
BHIA
1027
Birch Hill Investment Advisors
Massachusetts
$329K – – –
AI
1028
Accredited Investors
Minnesota
$327K -$14.8K -164 -5%
CFA
1029
Carroll Financial Associates
North Carolina
$325K +$13.5K +150 +5%
ST
1030
Spinnaker Trust
Maine
$323K – – –
JAFL
1031
Jay A. Fishman Ltd
Michigan
$323K – – –
PAG
1032
Pinnacle Advisory Group
Maryland
$322K -$4.06K -45 -1%
EAM
1033
Evanson Asset Management
California
$321K – – –
BHTS
1034
Bar Harbor Trust Services
Maine
$316K – – –
M
1035
MOTCO
Texas
$315K -$17.8K -198 -6%
SFG
1036
SNS Financial Group
Minnesota
$314K +$298K +3,311 New
FNBOH
1037
First National Bank of Hutchinson
Kansas
$313K – – –
MHS
1038
M Holdings Securities
Oregon
$313K +$297K +3,297 New
SLG
1039
Stanley-Laman Group
Pennsylvania
$306K +$36.9K +409 +14%
PHAM
1040
Palisades Hudson Asset Management
Florida
$303K – – –
CBN
1041
Cadence Bank NA
Texas
$302K +$287K +3,186 New
PP
1042
Palladium Partners
Virginia
$299K -$9.01K -100 -3%
DT
1043
Diversified Trust
Tennessee
$298K +$283K +3,136 New
VCAM
1044
Van Cleef Asset Management
Ohio
$295K +$45.1K +500 +19%
RIL
1045
Rothschild Investment LLC
Illinois
$294K +$3.61K +40 +1%
FFBTD
1046
First Financial Bank - Trust Division
Ohio
$290K -$65.8K -730 -19%
BCM
1047
BTR Capital Management
California
$290K – – –
1GA
1048
1st Global Advisors
Texas
$288K -$11.1K -123 -4%
TCM
1049
TD Capital Management
Tennessee
$288K – – –
BAAM
1050
Baker Avenue Asset Management
California
$287K +$273K +3,028 New
40 41
42
43 44