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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1101
Caprock Group
Idaho
$236K -$57.7K -750 -19%
AIM
1102
Ada Investment Management
New York
$234K +$242K +3,147 New
BOS
1103
Bingham Osborn & Scarborough
California
$233K -$3.62K -47 -1%
AI
1104
Accredited Investors
Minnesota
$233K -$1.23K -16 -0.5%
AWP
1105
Ascent Wealth Partners
New York
$232K -$7.31K -95 -3%
DT
1106
Diversified Trust
Tennessee
$232K – – –
ACA
1107
Anchor Capital Advisors
Massachusetts
$231K – – –
MJRIC
1108
Mogy Joel R Investment Counsel
California
$230K – – –
BOTW
1109
Bank of the West
California
$229K +$32.5K +422 +16%
RIL
1110
Rothschild Investment LLC
Illinois
$227K – – –
CYG
1111
Clean Yield Group
Vermont
$224K -$99.6K -1,295 -30%
WG
1112
Welch Group
Alabama
$224K +$15K +195 +7%
KTC
1113
Kistler-Tiffany Companies
Pennsylvania
$223K – – –
MGIA
1114
Moneta Group Investment Advisors
Missouri
$222K -$185K -2,400 -44%
MIP
1115
Marietta Investment Partners
Wisconsin
$222K – – –
NPA
1116
Nichols & Pratt Advisers
Massachusetts
$222K – – –
VCM
1117
Violich Capital Management
California
$222K – – –
AB
1118
AT Bancorp
Iowa
$221K – – –
RT
1119
Rockland Trust
Massachusetts
$219K -$7.69K -100 -3%
AIC
1120
Atlantic Investment Company
Georgia
$219K +$228K +2,960 New
BAAM
1121
Baker Avenue Asset Management
California
$218K +$226K +2,941 New
PP
1122
Palladium Partners
Virginia
$217K -$10.4K -135 -4%
MMA
1123
Miracle Mile Advisors
California
$217K -$5.77K -75 -3%
MAM
1124
Marquette Asset Management
Minnesota
$217K – – –
S
1125
SignatureFD
Georgia
$216K +$16.8K +218 +8%
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45
46 47