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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1051
Texas Capital Bancshares
Texas
$393K +$379K +4,224 New
ZAM
1052
Zevin Asset Management
Massachusetts
$392K -$29.1K -325 -7%
CFA
1053
Cahill Financial Advisors
Minnesota
$392K +$12.1K +135 +3%
GA
1054
Geneva Advisors
Illinois
$390K -$47.7K -532 -11%
SIM
1055
SSI Investment Management
California
$390K – – –
VDBMI
1056
Van Den Berg Management I
Texas
$388K – – –
FNBTCON
1057
First National Bank & Trust Co of Newtown
Pennsylvania
$386K – – –
RT
1058
Reliance Trust
Georgia
$386K +$14.9K +166 +4%
CYG
1059
Clean Yield Group
Vermont
$385K – – –
CCM
1060
Chilton Capital Management
Texas
$384K – – –
SFU
1061
Stonehage Fleming (UK)
United Kingdom
$383K – – –
WA
1062
Wheatland Advisors
Pennsylvania
$381K – – –
ACA
1063
Anchor Capital Advisors
Massachusetts
$377K – – –
QSS
1064
Quantitative Systematic Strategies
Florida
$377K +$359K +4,003 New
CLOS
1065
Compagnie Lombard Odier SCmA
Switzerland
$376K -$853K -9,514 -70%
FWM
1066
Frontier Wealth Management
Missouri
$372K +$359K +4,000 New
CCMG
1067
Clark Capital Management Group
Pennsylvania
$371K -$24.7K -276 -6%
LA
1068
LVW Advisors
New York
$371K +$357K +3,987 New
PAM
1069
Princeton Alpha Management
New Jersey
$369K -$885K -9,874 -71%
WPC
1070
Waters Parkerson & Co
Louisiana
$366K +$11.3K +126 +3%
HAIM
1071
Hunter Associates Investment Management
Pennsylvania
$365K – – –
EAM
1072
Evanson Asset Management
California
$362K +$44.8K +500 +15%
MCC
1073
Mid Continent Capital
Illinois
$361K +$21.2K +237 +7%
MCWS
1074
McKinley Carter Wealth Services
West Virginia
$358K +$345K +3,847 New
MWAC
1075
Mariner Wealth Advisors (Cincinnati)
Ohio
$357K -$21.2K -236 -6%
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