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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1226
Delta Asset Management
Tennessee
$114K +$5.2K +58 +5%
SFPIA
1227
Stevens First Principles Investment Advisors
California
$112K -$35.9K -400 -25%
HCM
1228
Highlander Capital Management
New Jersey
$112K – – –
MCM
1229
MV Capital Management
Maryland
$112K +$108K +1,208 New
GAM
1230
Gemmer Asset Management
California
$104K – – –
NSIM
1231
North Star Investment Management
Illinois
$95K -$26.9K -300 -23%
GWS
1232
Glassman Wealth Services
Virginia
$93K +$89.2K +995 New
IC
1233
Intersect Capital
California
$93K +$89.6K +1,000 New
KLWA
1234
Kelly Lawrence W & Associates
California
$93K +$89.6K +1,000 New
TCCM
1235
Timber Creek Capital Management
Massachusetts
$91K – – –
FAM
1236
Formidable Asset Management
Ohio
$90K -$5.83K -65 -6%
SAM
1237
Solaris Asset Management
New York
$88K +$31.4K +350 +58%
CB
1238
Community Bank
New York
$86K +$82.9K +925 New
TRCT
1239
Tower Research Capital (TRC)
New York
$79K -$47.8K -533 -39%
VCM
1240
Vigilant Capital Management
Maine
$79K – – –
ASN
1241
Advisory Services Network
Georgia
$78K +$79.8K +890 New
OSAM
1242
O'Shaughnessy Asset Management
Connecticut
$77K -$171K -1,902 -70%
OSNBOA
1243
Old Second National Bank of Aurora
Illinois
$70K – – –
DOA
1244
D'Orazio & Associates
Virginia
$67K – – –
RFA
1245
Reilly Financial Advisors
California
$67K +$31.4K +350 +94%
BRWM
1246
B. Riley Wealth Management
Tennessee
$64K +$4.48K +50 +8%
FA
1247
Financial Advantage
Maryland
$63K – – –
CCS
1248
Crosspoint Capital Strategies
California
$62K +$26.9K +300 +81%
OC
1249
Oakworth Capital
Alabama
$61K – – –
GGPS
1250
Gary Goldberg Planning Services
New York
$61K +$26.9K +300 +83%
48 49
50
51 52