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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1151
Gemmer Asset Management
California
$99K +$98.8K +1,106 New
HCP
1152
Holt Capital Partners
Texas
$95K – – –
NSIM
1153
North Star Investment Management
Illinois
$92K +$91.1K +1,020 New
CHC
1154
City Holding Co
West Virginia
$88K – – –
TCCM
1155
Timber Creek Capital Management
Massachusetts
$87K – – –
CAL
1156
Capital Analysts LLC
Pennsylvania
$85.1K – – –
PMFA
1157
Plante Moran Financial Advisors
Michigan
$82K -$62K -694 -43%
FAM
1158
Formidable Asset Management
Ohio
$78K +$53.6K +600 +200%
VCM
1159
Vigilant Capital Management
Maine
$77K +$31.3K +350 +70%
PAS
1160
Partnervest Advisory Services
California
$76K +$1.25K +14 +2%
TFO
1161
Tarbox Family Office
California
$71K – – –
FMII
1162
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
MWP
1163
MYCIO Wealth Partners
Pennsylvania
$70K – – –
TFA
1164
Transamerica Financial Advisors
Florida
$69K -$357 -4 -0.5%
DOA
1165
D'Orazio & Associates
Virginia
$65K – – –
FA
1166
Financial Advantage
Maryland
$61K – – –
BRWM
1167
B. Riley Wealth Management
Tennessee
$61K +$60.7K +680 New
OC
1168
Oakworth Capital
Alabama
$60K – – –
TCM
1169
Tradewinds Capital Management
Washington
$58K – – –
WCM
1170
Wealthcare Capital Management
Virginia
$54K -$5.27K -59 -9%
SAM
1171
Solaris Asset Management
New York
$54K – – –
HPBT
1172
High Point Bank & Trust
North Carolina
$50K -$9.38K -105 -16%
QAM
1173
QCI Asset Management
New York
$45K -$5.81K -65 -12%
WCMN
1174
Westchester Capital Management (Nebraska)
Nebraska
$45K – – –
PFA
1175
Paradigm Financial Advisors
Missouri
$42K -$73.4K -822 -64%
45 46
47
48 49