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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1126
Wittenberg Investment Management
Massachusetts
$474K +$179K +1,500 +65%
WMC
1127
Westwood Management Corporation
Illinois
$473K – – –
LOAMS
1128
Lombard Odier Asset Management (Switzerland)
Switzerland
$470K -$610K -5,106 -57%
PVWM
1129
Point View Wealth Management
New Jersey
$469K +$4.3K +36 +1%
MWP
1130
MYCIO Wealth Partners
Pennsylvania
$468K -$60.4K -505 -12%
FCBT
1131
First Citizens Bank & Trust
North Carolina
$466K +$12K +100 +3%
GAM
1132
Garrison Asset Management
Arkansas
$465K -$110K -917 -20%
HFM
1133
Hartford Financial Management
Connecticut
$464K – – –
IWM
1134
IHT Wealth Management
Illinois
$464K +$41.1K +344 +10%
SBSB
1135
Sullivan, Bruyette, Speros & Blaney
Virginia
$462K +$6.21K +52 +1%
CCA
1136
Catalyst Capital Advisors
New York
$461K -$335K -2,800 -43%
BFC
1137
Blue Fin Capital
Rhode Island
$461K +$23.9K +200 +6%
BI
1138
Bredin Investment
Delaware
$460K – – –
EAM
1139
Evanson Asset Management
California
$460K – – –
SWA
1140
Sutton Wealth Advisors
Florida
$459K – – –
KA
1141
Kovack Advisors
Florida
$457K -$14.8K -124 -3%
NFG
1142
Nations Financial Group
Iowa
$457K -$6.45K -54 -1%
JWBC
1143
John W. Bristol & Co
New York
$457K – – –
RM
1144
Resource Management
Louisiana
$454K +$239 +2 +0.1%
UR
1145
USCA RIA
Texas
$453K -$7.05K -59 -2%
PWPS
1146
Pinnacle Wealth Planning Services
Ohio
$451K +$78.9K +660 +22%
LP
1147
LGL Partners
Pennsylvania
$450K +$359 +3 +0.1%
MRCM
1148
M&R Capital Management
New Jersey
$449K +$239 +2 +0.1%
BG
1149
Bellevue Group
Switzerland
$448K – – –
ESB
1150
Essex Savings Bank
Connecticut
$447K +$2.99K +25 +0.7%
44 45
46
47 48