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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GGPS
1201
Gary Goldberg Planning Services
New York
$32K – – –
SMG
1202
Spectrum Management Group
Indiana
$26K – – –
BWFA
1203
Baltimore-Washington Financial Advisors
Maryland
$22K – – –
KPCM
1204
Kings Point Capital Management
New York
$22K – – –
PSI
1205
Pinnacle Summer Investments
Virginia
$22K – – –
PIM
1206
Parasol Investment Management
Illinois
$21K – – –
CPA
1207
Cowen Prime Advisors
New York
$20K +$20.7K +230 New
HTHT
1208
Hemenway Trust Hemenway Trust
New Hampshire
$19K -$13.5K -150 -41%
ZTNA
1209
Zions Trust National Association
Utah
$18K -$19.5K -217 -52%
GXMC
1210
Global X Management Company
New York
$18K -$4.14K -46 -18%
HI
1211
Hudock Inc
Pennsylvania
$18K – – –
ICOM
1212
Investment Counselors of Maryland
Maryland
$18K – – –
MAS
1213
Madden Advisory Services
Florida
$18K – – –
PCC
1214
Park Circle Company
Maryland
$18K – – –
FIG
1215
Fusion Investment Group
Pennsylvania
$16K – – –
JFA
1216
JNBA Financial Advisors
Minnesota
$16K +$4.95K +55 +42%
TIM
1217
Tortoise Investment Management
New York
$15K -$4.5K -50 -23%
AAM
1218
American Asset Management
Florida
$15K +$15.3K +170 New
PCTC
1219
Perkins Coie Trust Company
Washington
$15K +$15.8K +175 New
MA
1220
MCF Advisors
Kentucky
$14K +$9.72K +108 +245%
PSC
1221
Prentiss Smith & Co
Vermont
$13K – – –
AC
1222
Alexandria Capital
Virginia
$13K +$270 +3 +2%
CAW
1223
Cornerstone Advisors (Washington)
Washington
$12K -$1.53K -17 -11%
AFIA
1224
America First Investment Advisors
Nebraska
$11K – – –
LWM
1225
LBA Wealth Management
Florida
$11K – – –
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