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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1101
Perigon Wealth Management
California
$83K – – –
CGT
1102
Capital Guardian Trust
California
$82K -$3.9K -67 -5%
M
1103
MOTCO
Texas
$82K – – –
CFG
1104
CKW Financial Group
Hawaii
$80K +$17.5K +300 +30%
GWM
1105
Gupta Wealth Management
California
$78K -$20.1K -345 -21%
KF
1106
Krilogy Financial
Missouri
$78K +$26.8K +460 +57%
MA
1107
MCF Advisors
Kentucky
$77K +$55.8K +959 +318%
HCM
1108
Highlander Capital Management
New Jersey
$74K – – –
MCM
1109
MV Capital Management
Maryland
$72K – – –
TWMP
1110
Taylor Wealth Management Partners
Massachusetts
$71K – – –
FMII
1111
Farmers & Merchants Investments Inc
Nebraska
$70K +$57.3K +985 +608%
VCM
1112
Versant Capital Management
Arizona
$67K -$8.78K -151 -12%
LWM
1113
Lenox Wealth Management
Ohio
$65K -$9.89K -170 -14%
DAM
1114
Delta Asset Management
Tennessee
$63K -$11.6K -200 -16%
ZB
1115
Zions Bancorporation
Utah
$62K +$1.34K +23 +2%
GWS
1116
Glassman Wealth Services
Virginia
$61K – – –
FM
1117
Forward Management
California
$59K -$550K -9,459 -91%
TCCM
1118
Timber Creek Capital Management
Massachusetts
$59K – – –
WA
1119
WealthTrust-Arizona
Arizona
$59K +$20.7K +355 +59%
WA
1120
WFG Advisors
Texas
$55K +$291 +5 +0.6%
PMFA
1121
Plante Moran Financial Advisors
Michigan
$54K -$41.1K -706 -45%
NSIM
1122
North Star Investment Management
Illinois
$50K – – –
RFA
1123
Reilly Financial Advisors
California
$49K +$3.02K +52 +7%
MFBTD
1124
MB Financial Bank - Trust Department
Illinois
$44K -$6.56M -112,712 -99%
GAM
1125
Gemmer Asset Management
California
$43K +$58 +1 +0.1%
43 44
45
46 47