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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Dorchester Wealth Management
Quebec, Canada
$375K +$357K +3,038 New
NA
1177
Navellier & Associates
Nevada
$374K +$11.7K +100 +3%
BC
1178
Burney Company
Virginia
$373K -$230K -1,956 -39%
FCA
1179
FinTrust Capital Advisors
South Carolina
$372K +$62.5K +532 +21%
PSG
1180
Planning Solutions Group
Maryland
$371K – – –
1IA
1181
1834 Investment Advisors
Wisconsin
$370K – – –
ACM
1182
AUA Capital Management
Pennsylvania
$370K – – –
CAM
1183
Cypress Asset Management
Texas
$370K – – –
VCM
1184
Violich Capital Management
California
$370K – – –
BG
1185
Bellevue Group
Switzerland
$370K +$352K +3,000 New
PHAM
1186
Palisades Hudson Asset Management
Florida
$369K – – –
IFAM
1187
Institutional & Family Asset Management
Colorado
$368K -$1.18K -10 -0.3%
BFA
1188
Beaumont Financial Advisors
Massachusetts
$367K +$31.7K +270 +10%
GBBWRPM
1189
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$364K +$27.6K +235 +9%
CL
1190
CPWM LLC
Washington
$362K -$940 -8 -0.3%
TSWM
1191
Triangle Securities Wealth Management
North Carolina
$361K -$33.5K -285 -9%
HI
1192
Horizon Investments
North Carolina
$360K -$38.5K -328 -10%
PFM
1193
Parsec Financial Management
North Carolina
$359K -$39.2K -334 -10%
MWM
1194
Meridian Wealth Management
Kentucky
$358K +$4.7K +40 +1%
PTB
1195
Pioneer Trust Bank
Oregon
$357K – – –
CAM
1196
Close Asset Management
United Kingdom
$356K – – –
SLT
1197
St Louis Trust
Missouri
$356K – – –
ATC
1198
Adirondack Trust Company
New York
$355K -$7.05K -60 -2%
MAA
1199
Matrix Asset Advisors
New York
$355K – – –
CL
1200
Choreo LLC
Illinois
$354K +$17.1K +146 +5%
46 47
48
49 50