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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1101
Parsec Financial Management
North Carolina
$244K +$16.1K +187 +7%
CM
1102
Castleark Management
Illinois
$242K – – –
AP
1103
Appleton Partners
Massachusetts
$240K -$688 -8 -0.3%
GBBWRPM
1104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$240K +$859 +10 +0.4%
HAIM
1105
Hunter Associates Investment Management
Pennsylvania
$239K – – –
BGC
1106
Blue Granite Capital
South Carolina
$236K +$225K +2,613 New
CSS
1107
Cubist Systematic Strategies
Connecticut
$235K -$669K -7,783 -75%
NPA
1108
Nichols & Pratt Advisers
Massachusetts
$235K – – –
MCM
1109
Maryland Capital Management
Maryland
$234K -$774 -9 -0.3%
WPC
1110
Waters Parkerson & Co
Louisiana
$232K – – –
HDIM
1111
Hanson & Doremus Investment Management
Vermont
$230K – – –
VAM
1112
Visionary Asset Management
Texas
$230K +$218K +2,540 New
BA
1113
Boston Advisors
Massachusetts
$229K -$58.4K -680 -21%
PAS
1114
Partnervest Advisory Services
California
$229K -$5.33K -62 -2%
DBIA
1115
Dumont & Blake Investment Advisors
New Jersey
$227K – – –
HIM
1116
Harbour Investment Management
Washington
$226K – – –
SLA
1117
Silver Lake Advisory
Utah
$226K +$430 +5 +0.2%
ACA
1118
Anchor Capital Advisors
Massachusetts
$225K -$21.5K -250 -9%
BHIA
1119
Birch Hill Investment Advisors
Massachusetts
$224K – – –
CA
1120
Capital Advantage
California
$223K -$7.74K -90 -4%
PI
1121
PineBridge Investments
New York
$222K -$1.47M -17,060 -87%
MFT
1122
Moisand Fitzgerald Tamayo
Florida
$222K +$210K +2,449 New
AB
1123
AT Bancorp
Iowa
$220K – – –
AW
1124
Alpha Windward
Massachusetts
$220K +$258 +3 +0.1%
BOS
1125
Bingham Osborn & Scarborough
California
$220K +$1.55K +18 +0.7%
43 44
45
46 47