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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1126
Highmount Capital
New York
$205K -$259K -2,875 -55%
CCMD
1127
Cypress Capital Management (Delaware)
Delaware
$205K – – –
ZF
1128
Zhang Financial
Michigan
$205K +$211K +2,345 New
CPSAC
1129
Chas P. Smith & Associates (CPS)
Florida
$204K +$210K +2,332 New
AW
1130
Alpha Windward
Massachusetts
$203K -$10.4K -115 -5%
HH
1131
Hilltop Holdings
Texas
$203K -$4.95K -55 -2%
1IA
1132
1834 Investment Advisors
Wisconsin
$200K – – –
CGT
1133
Capital Guardian Trust
California
$196K +$144K +1,598 +251%
SLA
1134
Silver Lake Advisory
Utah
$195K +$360 +4 +0.2%
MIAN
1135
Mariner Independent Advisor Network
Kansas
$193K +$1.17K +13 +0.6%
JIM
1136
Jupiter Investment Management
United Kingdom
$192K +$198K +2,200 New
VNB
1137
Valley National Bancorp
New York
$188K – – –
SAM
1138
Shamrock Asset Management
Texas
$181K – – –
HRIA
1139
Haberer Registered Investment Advisor
Ohio
$180K – – –
BBPWM
1140
Blue Bell Private Wealth Management
Pennsylvania
$179K – – –
NES
1141
New England Securities
New York
$179K +$28.6K +318 +18%
CFA
1142
Carroll Financial Associates
North Carolina
$178K -$134K -1,486 -43%
HP
1143
Hikari Power
Japan
$175K – – –
NC
1144
Nicholas Company
Wisconsin
$175K – – –
FWM
1145
Focused Wealth Management
New York
$169K +$180 +2 +0.1%
LWM
1146
Lenox Wealth Management
Ohio
$165K -$2.43K -27 -1%
WEC
1147
Winslow Evans & Crocker
Massachusetts
$160K +$15.2K +169 +10%
RI
1148
Redwood Investments
Massachusetts
$149K – – –
HF
1149
Hoxton Financial
West Virginia
$146K +$1.89K +21 +1%
FANJ
1150
Financial Architects (New Jersey)
New Jersey
$143K +$8.1K +90 +6%
44 45
46
47 48