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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Modera Wealth Management
New Jersey
$213K +$199K +2,873 New
TSWM
1077
Triangle Securities Wealth Management
North Carolina
$213K +$199K +2,876 New
SLT
1078
St Louis Trust
Missouri
$213K +$199K +2,880 New
IIC
1079
Integrated Investment Consultants
Michigan
$212K +$10.4K +150 +6%
CA
1080
Capital Advantage
California
$212K +$198K +2,857 New
CAG
1081
Crestwood Advisors Group
Massachusetts
$212K +$198K +2,861 New
WB
1082
Webster Bank
Connecticut
$212K +$198K +2,864 New
BA
1083
Boston Advisors
Massachusetts
$210K +$196K +2,836 New
AP
1084
Appleton Partners
Massachusetts
$209K +$195K +2,820 New
PIM
1085
Profit Investment Management
Maryland
$208K +$194K +2,805 New
GCIA
1086
Gabelli & Co Investment Advisers
New York
$207K -$69.2K -1,000 -26%
DCM
1087
Decatur Capital Management
Georgia
$206K +$192K +2,775 New
WA
1088
Waverly Advisors
Alabama
$206K +$192K +2,779 New
IDBONY
1089
Israel Discount Bank of New York
New York
$203K +$190K +2,740 New
OA
1090
Oxbow Advisors
Texas
$203K +$190K +2,740 New
PAS
1091
Partnervest Advisory Services
California
$203K +$190K +2,741 New
FCB
1092
First Command Bank
Texas
$201K +$188K +2,722 New
FCFS
1093
First Command Financial Services
Texas
$201K +$188K +2,722 New
MAM
1094
Marquette Asset Management
Minnesota
$200K -$50.7K -732 -21%
PWM
1095
Perigon Wealth Management
California
$196K +$153K +2,215 +943%
GBBWRPM
1096
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$195K +$900 +13 +0.5%
AAC
1097
Asset Advisors Corp
Georgia
$193K -$173K -2,500 -49%
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$192K -$10.4K -150 -5%
NSIM
1099
North Star Investment Management
Illinois
$187K +$152K +2,200 +683%
FANJ
1100
Financial Architects (New Jersey)
New Jersey
$185K -$82.5K -1,191 -32%
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