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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
1101
First Financial Bank - Trust Division
Ohio
$242K +$251K +3,265 New
IAS
1102
IMA Advisory Services
Colorado
$238K -$15.4K -200 -5%
BHTS
1103
Bar Harbor Trust Services
Maine
$237K – – –
MC
1104
Maverick Capital
Texas
$237K – – –
CG
1105
Caprock Group
Idaho
$236K -$57.7K -750 -19%
AIM
1106
Ada Investment Management
New York
$234K +$242K +3,147 New
BOS
1107
Bingham Osborn & Scarborough
California
$233K -$3.62K -47 -1%
AI
1108
Accredited Investors
Minnesota
$233K -$1.23K -16 -0.5%
AWP
1109
Ascent Wealth Partners
New York
$232K -$7.31K -95 -3%
DT
1110
Diversified Trust
Tennessee
$232K – – –
ACA
1111
Anchor Capital Advisors
Massachusetts
$231K – – –
MJRIC
1112
Mogy Joel R Investment Counsel
California
$230K – – –
BOTW
1113
Bank of the West
California
$229K +$32.5K +422 +16%
RIL
1114
Rothschild Investment LLC
Illinois
$227K – – –
CYG
1115
Clean Yield Group
Vermont
$224K -$99.6K -1,295 -30%
WG
1116
Welch Group
Alabama
$224K +$15K +195 +7%
KTC
1117
Kistler-Tiffany Companies
Pennsylvania
$223K – – –
MGIA
1118
Moneta Group Investment Advisors
Missouri
$222K -$185K -2,400 -44%
MIP
1119
Marietta Investment Partners
Wisconsin
$222K – – –
NPA
1120
Nichols & Pratt Advisers
Massachusetts
$222K – – –
VCM
1121
Violich Capital Management
California
$222K – – –
AB
1122
AT Bancorp
Iowa
$221K – – –
RT
1123
Rockland Trust
Massachusetts
$219K -$7.69K -100 -3%
AIC
1124
Atlantic Investment Company
Georgia
$219K +$228K +2,960 New
BAAM
1125
Baker Avenue Asset Management
California
$218K +$226K +2,941 New
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