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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1126
Paradigm Financial Advisors
Missouri
$116K +$105K +1,284 New
DAM
1127
Delta Asset Management
Tennessee
$112K +$15.8K +192 +18%
MCM
1128
McKinley Capital Management
Alaska
$111K +$100K +1,221 New
SFSIG
1129
San Francisco Sentry Investment Group
California
$109K -$411 -5 -0.4%
CA
1130
CapWealth Advisors
Tennessee
$109K – – –
KLWA
1131
Kelly Lawrence W & Associates
California
$109K +$98.6K +1,200 New
HCM
1132
Highlander Capital Management
New Jersey
$109K – – –
CGT
1133
Capital Guardian Trust
California
$101K – – –
CFS
1134
Community Financial System
New York
$100K – – –
HCP
1135
Holt Capital Partners
Texas
$95K +$86.3K +1,050 New
CHC
1136
City Holding Co
West Virginia
$89K +$80.3K +977 New
TCCM
1137
Timber Creek Capital Management
Massachusetts
$88K – – –
CAL
1138
Capital Analysts LLC
Pennsylvania
$85.8K +$10.3K +125 +15%
SFPIA
1139
Stevens First Principles Investment Advisors
California
$82K +$73.9K +900 New
PAS
1140
Partnervest Advisory Services
California
$75K -$32.3K -393 -32%
TFO
1141
Tarbox Family Office
California
$72K +$65K +791 New
TFA
1142
Transamerica Financial Advisors
Florida
$70K -$58.2K -708 -48%
FMII
1143
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
MWP
1144
MYCIO Wealth Partners
Pennsylvania
$70K – – –
IMS
1145
Index Management Solutions
Pennsylvania
$68K -$5.75K -70 -9%
DOA
1146
D'Orazio & Associates
Virginia
$65K +$59.1K +719 New
WA
1147
WealthTrust-Arizona
Arizona
$63K -$1.56K -19 -3%
FA
1148
Financial Advantage
Maryland
$62K – – –
HPBT
1149
High Point Bank & Trust
North Carolina
$61K – – –
JIR
1150
James Investment Research
Ohio
$61K – – –
44 45
46
47 48