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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1051
Tirschwell & Loewy
New York
$244K -$107K -1,550 -32%
MFW
1052
Mosaic Family Wealth
Missouri
$242K -$445K -6,431 -66%
WC
1053
Whitnell & Co
Illinois
$239K -$8.65K -125 -4%
SMH
1054
Sanders Morris Harris
Texas
$236K – – –
VCM
1055
Violich Capital Management
California
$235K +$208K +3,000 New
SFG
1056
SNS Financial Group
Minnesota
$234K – – –
AI
1057
Accredited Investors
Minnesota
$234K +$831 +12 +0.4%
FNBOH
1058
First National Bank of Hutchinson
Kansas
$233K -$11.1K -160 -5%
HC
1059
Hendley & Co
Ohio
$232K -$2.94M -42,424 -93%
ACM
1060
AUA Capital Management
Pennsylvania
$230K +$215K +3,100 New
PFS
1061
Physicians Financial Services
North Carolina
$229K – – –
MCM
1062
Maryland Capital Management
Maryland
$229K +$214K +3,092 New
DP
1063
Dearborn Partners
Illinois
$228K -$15.5K -224 -7%
JFGIW
1064
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K +$15.2K +219 +8%
TAM
1065
Trillium Asset Management
Massachusetts
$227K +$212K +3,067 New
OIA
1066
Optimum Investment Advisors
Illinois
$226K -$27.7K -400 -12%
ACA
1067
Anchor Capital Advisors
Massachusetts
$225K +$210K +3,037 New
WCM
1068
Weatherstone Capital Management
Colorado
$224K +$210K +3,029 New
RHAM
1069
Round Hill Asset Management
California
$223K +$209K +3,015 New
IWMPD
1070
Integrated Wealth Management (Palm Desert)
California
$221K -$4.15K -60 -2%
MPM
1071
Meritage Portfolio Management
Kansas
$221K +$207K +2,988 New
CA
1072
Cambridge Advisors
Nebraska
$219K -$41.5K -600 -17%
MIP
1073
Marietta Investment Partners
Wisconsin
$219K +$204K +2,950 New
CCMD
1074
Cypress Capital Management (Delaware)
Delaware
$219K +$205K +2,958 New
GLI
1075
Guardian Life Insurance
New York
$218K -$5.33K -77 -3%
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