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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFU
1026
Stonehage Fleming (UK)
United Kingdom
$360K – – –
WA
1027
Wheatland Advisors
Pennsylvania
$359K – – –
CFA
1028
Cahill Financial Advisors
Minnesota
$357K -$14.9K -165 -4%
MWAC
1029
Mariner Wealth Advisors (Cincinnati)
Ohio
$356K +$34.3K +381 +10%
ACA
1030
Anchor Capital Advisors
Massachusetts
$355K -$9.18K -102 -2%
HB
1031
Homrich & Berg
Georgia
$355K +$14K +156 +4%
TWA
1032
TCI Wealth Advisors
Arizona
$350K – – –
RT
1033
Reliance Trust
Georgia
$349K – – –
ST
1034
Spinnaker Trust
Maine
$349K +$51.8K +575 +17%
HAIM
1035
Hunter Associates Investment Management
Pennsylvania
$343K – – –
HCM
1036
Hodges Capital Management
Texas
$334K -$27.1K -301 -7%
IAS
1037
IMA Advisory Services
Colorado
$333K – – –
WPC
1038
Waters Parkerson & Co
Louisiana
$333K – – –
HHGA
1039
Halbert Hargrove Global Advisors
California
$331K +$341K +3,785 New
WIS
1040
Wright Investors Service
Connecticut
$330K -$68K -755 -17%
FHA
1041
First Horizon Advisors
Tennessee
$330K -$4.14K -46 -1%
BCMO
1042
Buckingham Capital Management (Ohio)
Ohio
$329K – – –
FNBOO
1043
First National Bank of Omaha
Nebraska
$326K – – –
S
1044
SignatureFD
Georgia
$325K -$720 -8 -0.2%
TSW
1045
Thompson Siegel & Walmsley
Virginia
$323K -$4.95K -55 -1%
GIM
1046
Greylin Investment Management
Virginia
$322K – – –
MCC
1047
Mid Continent Capital
Illinois
$319K – – –
SAMC
1048
Shinko Asset Management Company
Japan
$315K -$18K -200 -5%
BHIA
1049
Birch Hill Investment Advisors
Massachusetts
$314K +$9.9K +110 +3%
W
1050
Wealthfront
California
$314K +$60.9K +676 +23%
40 41
42
43 44