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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1076
Frontier Investment Management
Texas
$333K +$357K +4,296 New
TBA
1077
Train Babcock Advisors
New York
$332K – – –
EA
1078
Emerald Advisers
Pennsylvania
$330K +$62.7K +755 +22%
WEC
1079
Winslow Evans & Crocker
Massachusetts
$329K +$212K +2,550 +153%
ZAM
1080
Zevin Asset Management
Massachusetts
$329K – – –
NL
1081
NWAM LLC
Washington
$328K -$12.6K -152 -3%
AIM
1082
Assured Investment Management
New York
$327K +$347K +4,181 New
FNBTCON
1083
First National Bank & Trust Co of Newtown
Pennsylvania
$324K – – –
MWAC
1084
Mariner Wealth Advisors (Cincinnati)
Ohio
$323K +$24.5K +295 +8%
SPC
1085
Stewart & Patten Company
California
$320K -$16.6K -200 -5%
WA
1086
Wheatland Advisors
Pennsylvania
$320K – – –
LA
1087
LVW Advisors
New York
$318K +$6.48K +78 +2%
SNT
1088
Security National Trust
West Virginia
$317K -$49.8K -600 -13%
DTL
1089
Dynamic Technology Lab
Singapore
$317K +$337K +4,053 New
HVIA
1090
Hudson Valley Investment Advisors
New York
$314K +$114K +1,375 +52%
FMLI
1091
Fukoku Mutual Life Insurance
Japan
$312K -$166K -2,000 -33%
BDF
1092
Balasa Dinverno & Foltz
$311K -$188K -2,264 -36%
CPA
1093
Capital Planning Advisors
California
$311K +$31.2K +375 +10%
MCWS
1094
McKinley Carter Wealth Services
West Virginia
$308K +$7.98K +96 +2%
DI
1095
Diligent Investors
California
$308K +$330K +3,969 New
HAIM
1096
Hunter Associates Investment Management
Pennsylvania
$306K – – –
CBN
1097
Cadence Bank NA
Texas
$306K +$42.4K +510 +15%
PCM
1098
Parsons Capital Management
Rhode Island
$305K +$58.2K +700 +22%
FFSOTS
1099
Fiduciary Financial Services of The Southwest
Texas
$304K -$70.6K -850 -18%
PHS
1100
Pekin Hardy Strauss
Illinois
$303K +$322K +3,881 New
42 43
44
45 46