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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1226
Gemmer Asset Management
California
$94K +$7.06K +85 +8%
NYLT
1227
New York Life Trust
New York
$94K +$94.5K +1,137 +1,579%
CA
1228
CapWealth Advisors
Tennessee
$94K +$99.7K +1,200 New
TWMP
1229
Taylor Wealth Management Partners
Massachusetts
$90K +$95.5K +1,150 New
SAM
1230
Shamrock Asset Management
Texas
$83K -$26.4K -318 -23%
HCP
1231
Holt Capital Partners
Texas
$82K -$41.5K -500 -32%
MWAN
1232
Mariner Wealth Advisors (NYC)
Kansas
$81K +$85.9K +1,034 New
GWS
1233
Glassman Wealth Services
Virginia
$78K – – –
KLWA
1234
Kelly Lawrence W & Associates
California
$78K – – –
IC
1235
Intersect Capital
California
$77K – – –
FAM
1236
Formidable Asset Management
Ohio
$76K -$415 -5 -0.5%
TCCM
1237
Timber Creek Capital Management
Massachusetts
$76K – – –
SAM
1238
Solaris Asset Management
New York
$74K – – –
ZB
1239
Zions Bancorporation
Utah
$74K +$78.1K +940 New
CB
1240
Community Bank
New York
$72K – – –
VCM
1241
Vigilant Capital Management
Maine
$66K – – –
WA
1242
WealthTrust-Arizona
Arizona
$66K +$25.2K +303 +56%
BRWM
1243
B. Riley Wealth Management
Tennessee
$65K +$12.5K +151 +22%
NSIM
1244
North Star Investment Management
Illinois
$64K -$16.6K -200 -20%
WCM
1245
Westend Capital Management
California
$61K -$1.4M -16,870 -96%
OSNBOA
1246
Old Second National Bank of Aurora
Illinois
$59K – – –
DOA
1247
D'Orazio & Associates
Virginia
$56K – – –
FNYS
1248
First New York Securities
New York
$54.7K +$58.2K +700 New
FA
1249
Financial Advantage
Maryland
$53K – – –
HF
1250
Hoxton Financial
West Virginia
$52K -$83.1K -1,000 -60%
48 49
50
51 52