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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1226
Clinton Group
New York
$213K -$1.72M -17,760 -89%
AF
1227
Advisornet Financial
Minnesota
$213K +$73.9K +763 +50%
GIM
1228
Greylin Investment Management
Virginia
$212K – – –
CIC
1229
Cornercap Investment Counsel
Georgia
$210K – – –
PWW
1230
Pettyjohn Wood & White
Virginia
$210K – – –
BA
1231
Boston Advisors
Massachusetts
$210K +$1.94K +20 +0.9%
GH
1232
GAM Holding
Switzerland
$209K -$886K -9,147 -80%
SFM
1233
Signature Financial Management
Virginia
$209K -$4.84K -50 -2%
WCM
1234
Whitener Capital Management
North Carolina
$209K – – –
RC
1235
RegentAtlantic Capital
New Jersey
$208K -$7.26K -75 -3%
TFA
1236
Toth Financial Advisory
Virginia
$208K +$581 +6 +0.3%
ACA
1237
Anchor Capital Advisors
Massachusetts
$207K – – –
BAAM
1238
Baker Avenue Asset Management
California
$207K – – –
CYG
1239
Clean Yield Group
Vermont
$206K – – –
PV
1240
Private Vista
Illinois
$206K +$214K +2,210 New
RW
1241
REDW Wealth
New Mexico
$205K -$18.2K -188 -8%
CBN
1242
Cadence Bank NA
Texas
$205K -$2.23K -23 -1%
OIA
1243
Optimum Investment Advisors
Illinois
$205K – – –
FCBT
1244
First Citizens Bank & Trust
North Carolina
$205K +$8.72K +90 +4%
HWA
1245
HCR Wealth Advisors
California
$203K +$211K +2,176 New
CWP
1246
Capital Wealth Planning
Florida
$201K +$208K +2,150 New
CAM
1247
Close Asset Management
United Kingdom
$200K -$271K -2,800 -56%
LA
1248
Legacy Advisors
Pennsylvania
$193K – – –
KTC
1249
Kistler-Tiffany Companies
Pennsylvania
$190K +$7.46K +77 +4%
CIP
1250
Convergence Investment Partners
Florida
$188K +$195K +2,016 New
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