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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1051
Factorial Partners
New York
$397K +$381K +4,000 New
WCM
1052
Weatherstone Capital Management
Colorado
$397K +$33.3K +350 +10%
BCM
1053
Brasada Capital Management
Texas
$397K +$381K +4,000 New
HIM
1054
Hillsdale Investment Management
Ontario, Canada
$397K +$381K +4,000 New
TPWA
1055
TRUE Private Wealth Advisors
Oregon
$391K +$6K +63 +2%
HBT
1056
Hills Bank & Trust
Iowa
$387K – – –
KA
1057
Kovack Advisors
Florida
$387K +$137K +1,434 +44%
LWM
1058
Lyell Wealth Management
California
$386K -$20.5K -215 -5%
CA
1059
Continuum Advisory
Idaho
$386K +$3.71K +39 +1%
WEC
1060
Winslow Evans & Crocker
Massachusetts
$386K – – –
CPO
1061
Cerity Partners OCIO
New York
$384K -$35.5K -373 -9%
WPC
1062
White Pine Capital
Minnesota
$383K – – –
WIM
1063
Wittenberg Investment Management
Massachusetts
$383K – – –
MWNA
1064
Marshall Wace North America
New York
$382K -$1.48M -15,567 -80%
PHAM
1065
Palisades Hudson Asset Management
Florida
$381K – – –
WF
1066
WealthTrust Fairport
Ohio
$381K +$8.57K +90 +2%
AIM
1067
Aspen Investment Management
Michigan
$380K – – –
TF
1068
Tompkins Financial
New York
$378K – – –
WMC
1069
Westwood Management Corporation
Illinois
$377K – – –
VDBMI
1070
Van Den Berg Management I
Texas
$369K -$3.33K -35 -0.9%
SWA
1071
Sutton Wealth Advisors
Florida
$366K – – –
BI
1072
Bredin Investment
Delaware
$365K +$352K +3,694 New
KLI
1073
Kelman-Lazarov Inc
Tennessee
$363K -$75K -787 -18%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$363K +$348K +3,655 New
DI
1075
Diligent Investors
California
$362K – – –
41 42
43
44 45