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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IOOF
1051
Independent Order of Foresters
Ontario, Canada
$382K – – –
WA
1052
Wheatland Advisors
Pennsylvania
$382K – – –
LJAC
1053
L.J. Altfest & Co
New York
$380K -$9.69K -100 -2%
CPO
1054
Cerity Partners OCIO
New York
$380K +$19.3K +199 +5%
SCM
1055
Stonebridge Capital Management
California
$379K -$17.4K -180 -4%
HIM
1056
Hillsdale Investment Management
Ontario, Canada
$376K +$2.91K +30 +0.8%
BIM
1057
Barton Investment Management
Pennsylvania
$375K -$404K -4,170 -51%
FP
1058
Factorial Partners
New York
$373K – – –
GCP
1059
GSA Capital Partners
United Kingdom
$371K +$386K +3,982 New
SBSB
1060
Sullivan, Bruyette, Speros & Blaney
Virginia
$366K -$87K -898 -19%
RMCM
1061
Reynders McVeigh Capital Management
Massachusetts
$366K -$67.8K -700 -15%
HBT
1062
Hills Bank & Trust
Iowa
$364K – – –
IUHSA
1063
Itau Unibanco Holding S.A.
Brazil
$361K +$180K +1,860 +92%
WIM
1064
Wittenberg Investment Management
Massachusetts
$360K – – –
PHAM
1065
Palisades Hudson Asset Management
Florida
$358K – – –
AIM
1066
Aspen Investment Management
Michigan
$357K – – –
WMC
1067
Westwood Management Corporation
Illinois
$354K – – –
EWM
1068
Evermay Wealth Management
Virginia
$353K -$92.1K -951 -20%
WEC
1069
Winslow Evans & Crocker
Massachusetts
$351K -$11.2K -116 -3%
BSA
1070
Braun Stacey Associates
New York
$350K -$145K -1,500 -29%
VDBMI
1071
Van Den Berg Management I
Texas
$347K – – –
STA
1072
Summit Trail Advisors
New York
$347K +$71.8K +741 +24%
BI
1073
Bredin Investment
Delaware
$345K – – –
SWA
1074
Sutton Wealth Advisors
Florida
$344K – – –
DCM
1075
Driehaus Capital Management
Illinois
$341K -$63.9K -660 -15%
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