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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1026
Wealthfront
California
$379K +$189K +2,385 +96%
SFU
1027
Stonehage Fleming (UK)
United Kingdom
$376K – – –
BA
1028
Boston Advisors
Massachusetts
$374K +$10.9K +137 +3%
FPCM
1029
Financial Partners Capital Management
New York
$370K – – –
KT
1030
Kanaly Trust
Texas
$368K -$277K -3,492 -42%
ATC
1031
Argent Trust Co
Tennessee
$367K -$142K -1,791 -27%
DSI
1032
Daiwa SB Investments
Japan
$366K -$1.25M -15,737 -77%
BC
1033
Burney Company
Virginia
$365K -$661K -8,332 -64%
BP
1034
Ballentine Partners
Massachusetts
$364K -$1.43K -18 -0.4%
WC
1035
Wexford Capital
Florida
$359K +$367K +4,620 New
AIM
1036
Aspen Investment Management
Michigan
$358K -$91.3K -1,151 -20%
TIA
1037
Tiemann Investment Advisors
California
$357K -$25.1K -316 -6%
BST
1038
Bath Savings Trust
Maine
$356K – – –
CLOS
1039
Compagnie Lombard Odier SCmA
Switzerland
$353K -$262K -3,300 -42%
PIM
1040
Profit Investment Management
Maryland
$352K – – –
PSI
1041
Pinnacle Summer Investments
Virginia
$352K +$338K +4,256 +1,553%
LCM
1042
Liberty Capital Management
Michigan
$350K – – –
TL
1043
Tirschwell & Loewy
New York
$346K – – –
LBG
1044
Lloyds Banking Group
United Kingdom
$345K -$767K -9,674 -69%
TWA
1045
TCI Wealth Advisors
Arizona
$345K – – –
TDC
1046
Thompson Davis & Co
Virginia
$342K +$72.8K +917 +26%
GAM
1047
Gotham Asset Management
New York
$342K +$123K +1,554 +55%
GSBTD
1048
Glenview State Bank Trust Department
Illinois
$340K – – –
GT
1049
Greenleaf Trust
Michigan
$339K +$104K +1,307 +43%
HHMI
1050
Howard Hughes Medical Institute
Maryland
$338K +$345K +4,352 New
40 41
42
43 44