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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IOOF
1051
Independent Order of Foresters
Ontario, Canada
$406K -$250K -2,620 -39%
RT
1052
Rockland Trust
Massachusetts
$404K +$173K +1,812 +80%
SCP
1053
Silverleafe Capital Partners
Tennessee
$402K +$386K +4,050 New
VIA
1054
Vident Investment Advisory
Georgia
$399K +$72.8K +764 +23%
FP
1055
Factorial Partners
New York
$397K +$381K +4,000 New
WCM
1056
Weatherstone Capital Management
Colorado
$397K +$33.3K +350 +10%
BCM
1057
Brasada Capital Management
Texas
$397K +$381K +4,000 New
HIM
1058
Hillsdale Investment Management
Ontario, Canada
$397K +$381K +4,000 New
TPWA
1059
TRUE Private Wealth Advisors
Oregon
$391K +$6K +63 +2%
HBT
1060
Hills Bank & Trust
Iowa
$387K – – –
KA
1061
Kovack Advisors
Florida
$387K +$137K +1,434 +44%
LWM
1062
Lyell Wealth Management
California
$386K -$20.5K -215 -5%
CA
1063
Continuum Advisory
Idaho
$386K +$3.71K +39 +1%
WEC
1064
Winslow Evans & Crocker
Massachusetts
$386K – – –
CPO
1065
Cerity Partners OCIO
New York
$384K -$35.5K -373 -9%
WPC
1066
White Pine Capital
Minnesota
$383K – – –
WIM
1067
Wittenberg Investment Management
Massachusetts
$383K – – –
MWNA
1068
Marshall Wace North America
New York
$382K -$1.48M -15,567 -80%
PHAM
1069
Palisades Hudson Asset Management
Florida
$381K – – –
WF
1070
WealthTrust Fairport
Ohio
$381K +$8.57K +90 +2%
AIM
1071
Aspen Investment Management
Michigan
$380K – – –
TF
1072
Tompkins Financial
New York
$378K – – –
WMC
1073
Westwood Management Corporation
Illinois
$377K – – –
VDBMI
1074
Van Den Berg Management I
Texas
$369K -$3.33K -35 -0.9%
SWA
1075
Sutton Wealth Advisors
Florida
$366K – – –
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