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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1201
TrueWealth LLC
Georgia
$266K – – –
BOS
1202
Bingham Osborn & Scarborough
California
$266K +$7.21K +62 +2%
FANJ
1203
Financial Architects (New Jersey)
New Jersey
$266K +$184K +1,580 +104%
SIC
1204
Salem Investment Counselors
North Carolina
$265K -$17.2K -148 -5%
IWM
1205
IHT Wealth Management
Illinois
$260K -$81K -696 -19%
NA
1206
Navellier & Associates
Nevada
$260K +$11.6K +100 +3%
HDIM
1207
Hanson & Doremus Investment Management
Vermont
$260K +$114K +977 +47%
FAM
1208
Fred Alger Management
New York
$257K -$163K -1,400 -32%
VCM
1209
Violich Capital Management
California
$257K – – –
LWMM
1210
Legacy Wealth Management (Mississippi)
Mississippi
$257K – – –
ACM
1211
AUA Capital Management
Pennsylvania
$256K – – –
NAMP
1212
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$256K – – –
PHAM
1213
Palisades Hudson Asset Management
Florida
$256K – – –
CIC
1214
Carnegie Investment Counsel
Ohio
$256K +$62.2K +535 +22%
AWM
1215
Aries Wealth Management
Maine
$255K +$5.24K +45 +1%
CAMG
1216
CWA Asset Management Group
Florida
$254K +$71.8K +617 +26%
TIA
1217
Tiemann Investment Advisors
California
$253K -$35K -301 -9%
FFBTD
1218
First Financial Bank - Trust Division
Ohio
$252K -$23.9K -205 -7%
DC
1219
Derby & Company
Massachusetts
$252K – – –
HAIM
1220
Hunter Associates Investment Management
Pennsylvania
$252K – – –
TSWM
1221
Triangle Securities Wealth Management
North Carolina
$252K +$11.6K +100 +4%
TMAM
1222
Tokio Marine Asset Management
Japan
$252K +$73K +627 +27%
PTB
1223
Pioneer Trust Bank
Oregon
$251K +$4.54K +39 +1%
BST
1224
Bath Savings Trust
Maine
$250K – – –
AB
1225
Atlas Brown
Kentucky
$248K – – –
47 48
49
50 51