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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1151
Plante Moran Financial Advisors
Michigan
$110K +$16.2K +222 +16%
CAL
1152
Capital Analysts LLC
Pennsylvania
$105K -$130K -1,783 -54%
BCM
1153
Blume Capital Management
California
$104K – – –
MWP
1154
MYCIO Wealth Partners
Pennsylvania
$102K -$1.97K -27 -2%
APSP
1155
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$106K +1,450 New
HCC
1156
Hirtle Callaghan & Co
Pennsylvania
$100K -$253K -3,475 -71%
CGT
1157
Capital Guardian Trust
California
$98K +$4.88K +67 +5%
M
1158
MOTCO
Texas
$94K -$2.77K -38 -3%
LPC
1159
Lone Pine Capital
Connecticut
$89K +$20.4K +281 +28%
VCM
1160
Versant Capital Management
Arizona
$87K +$91.2K +1,253 New
LWM
1161
Lenox Wealth Management
Ohio
$86K -$43.5K -598 -33%
DAM
1162
Delta Asset Management
Tennessee
$85K – – –
CA
1163
CapWealth Advisors
Tennessee
$83K – – –
HCM
1164
Highlander Capital Management
New Jersey
$83K – – –
MCM
1165
MV Capital Management
Maryland
$82K – – –
CG
1166
Colony Group
Massachusetts
$81K -$24.1K -331 -22%
TWMP
1167
Taylor Wealth Management Partners
Massachusetts
$80K – – –
RWM
1168
Raffa Wealth Management
District of Columbia
$77.8K -$71.4K -981 -47%
AFP
1169
Ausdal Financial Partners
Iowa
$77K +$80K +1,100 New
JGIA
1170
Jackson Grant Investment Advisers
Connecticut
$77K +$80.9K +1,112 New
FAM
1171
Formidable Asset Management
Ohio
$77K +$88K +1,209 New
KLWA
1172
Kelly Lawrence W & Associates
California
$70K – – –
MMG
1173
Monetary Management Group
Missouri
$70K – – –
CFG
1174
CKW Financial Group
Hawaii
$70K +$72.8K +1,000 New
GWS
1175
Glassman Wealth Services
Virginia
$69K – – –
45 46
47
48 49