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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Catamount Wealth Management
Connecticut
$136K -$60.9K -733 -30%
AIM
1202
Advantage Investment Management
Iowa
$136K +$3.32K +40 +2%
RI
1203
Redwood Investments
Massachusetts
$133K – – –
CAL
1204
Capital Analysts LLC
Pennsylvania
$132K +$36.6K +441 +35%
BAM
1205
Brave Asset Management
New Jersey
$125K – – –
PMFA
1206
Plante Moran Financial Advisors
Michigan
$124K +$6.98K +84 +6%
TCM
1207
TD Capital Management
Tennessee
$119K -$126K -1,519 -50%
HRIA
1208
Haberer Registered Investment Advisor
Ohio
$117K -$29.4K -354 -19%
VIM
1209
Veritas Investment Management
United Kingdom
$117K +$125K +1,500 New
CHC
1210
City Holding Co
West Virginia
$115K +$2.41K +29 +2%
MWP
1211
MYCIO Wealth Partners
Pennsylvania
$115K +$8.31K +100 +7%
FMII
1212
Farmers & Merchants Investments Inc
Nebraska
$115K +$96.9K +1,166 +375%
M
1213
MOTCO
Texas
$102K -$80.5K -969 -42%
AWS
1214
Aris Wealth Services
Pennsylvania
$97K +$103K +1,238 New
DAM
1215
Delta Asset Management
Tennessee
$96K – – –
EFSCE
1216
Enterprise Financial Services Corp (EFSC)
Missouri
$94K -$11.1K -133 -10%
HCM
1217
Highlander Capital Management
New Jersey
$94K – – –
MCM
1218
MV Capital Management
Maryland
$94K – – –
GAM
1219
Gemmer Asset Management
California
$94K +$7.06K +85 +8%
NYLT
1220
New York Life Trust
New York
$94K +$94.5K +1,137 +1,579%
CA
1221
CapWealth Advisors
Tennessee
$94K +$99.7K +1,200 New
TWMP
1222
Taylor Wealth Management Partners
Massachusetts
$90K +$95.5K +1,150 New
SAM
1223
Shamrock Asset Management
Texas
$83K -$26.4K -318 -23%
HCP
1224
Holt Capital Partners
Texas
$82K -$41.5K -500 -32%
MWAN
1225
Mariner Wealth Advisors (NYC)
Kansas
$81K +$85.9K +1,034 New
47 48
49
50 51