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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
1101
O'Shaughnessy Asset Management
Connecticut
$239K -$176K -1,953 -42%
CA
1102
Capital Advantage
California
$239K -$18K -200 -7%
WG
1103
Welch Group
Alabama
$238K -$4.23K -47 -2%
SFI
1104
SPC Financial Inc
Maryland
$233K – – –
SAS
1105
Spectrum Advisory Services
Georgia
$232K -$4.5K -50 -2%
HWA
1106
Heritage Wealth Advisors
Virginia
$223K -$27K -300 -11%
BCM
1107
Buckhead Capital Management
Georgia
$223K – – –
FC
1108
Forte Capital
New York
$222K +$228K +2,531 New
AB
1109
AT Bancorp
Iowa
$221K -$180 -2 -0.1%
NPIT
1110
National Penn Investors Trust
Pennsylvania
$221K +$7.2K +80 +3%
FA
1111
Fagan Associates
New York
$219K -$26.5K -294 -11%
DAM
1112
Doheny Asset Management
California
$219K – – –
EP
1113
Elkhorn Partners
Nebraska
$219K – – –
HIM
1114
Harbour Investment Management
Washington
$219K – – –
RP
1115
Reinhart Partners
Wisconsin
$219K – – –
NIM
1116
NuWave Investment Management
New Jersey
$217K -$118K -1,309 -35%
TYCC
1117
Texas Yale Capital Corp
Florida
$215K +$221K +2,456 New
VCAM
1118
Van Cleef Asset Management
Ohio
$212K -$61.2K -680 -22%
CASB
1119
Cape Ann Savings Bank
Massachusetts
$211K – – –
CCM
1120
CWH Capital Management
Washington
$210K – – –
FCB
1121
First Citizens Bancorporation
South Carolina
$210K – – –
HVIA
1122
Hudson Valley Investment Advisors
New York
$209K +$215K +2,392 New
EWM
1123
Endurance Wealth Management
Rhode Island
$208K -$278K -3,089 -56%
LG
1124
Laidlaw Group
New York
$208K -$36K -400 -14%
CAM
1125
Chesapeake Asset Management
New York
$207K – – –
43 44
45
46 47