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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRE
1251
Edmond de Rothschild (Europe)
Luxembourg
$17K -$31.9K -415 -65%
CPA
1252
Cowen Prime Advisors
New York
$17K – – –
TIM
1253
Tortoise Investment Management
New York
$17K – – –
HR
1254
Howe & Rusling
New York
$15K – – –
ICOM
1255
Investment Counselors of Maryland
Maryland
$15K – – –
BKA
1256
Brick & Kyle Associates
Pennsylvania
$15K +$15.8K +205 New
CFA
1257
CT Financial Advisors
Pennsylvania
$14.8K – – –
JFA
1258
JNBA Financial Advisors
Minnesota
$14K – – –
FMII
1259
Farmers & Merchants Investments Inc
Nebraska
$13K -$23.1K -300 -63%
FPFS
1260
First Personal Financial Services
North Carolina
$12K – – –
SIM
1261
Sonora Investment Management
Arizona
$12K +$12.5K +162 New
DLHL
1262
Donald L. Hagan LLC
Florida
$12K +$12.7K +165 New
UFA
1263
US Financial Advisors
Massachusetts
$11K – – –
IMS
1264
Index Management Solutions
Pennsylvania
$10K – – –
AFIA
1265
America First Investment Advisors
Nebraska
$9K – – –
LWA
1266
Lenox Wealth Advisors
New York
$9K +$2.92K +38 +45%
AC
1267
Alexandria Capital
Virginia
$9K +$4.62K +60 +90%
MA
1268
MCF Advisors
Kentucky
$8K – – –
VIA
1269
Vident Investment Advisory
Georgia
$7K -$47.9K -622 -86%
AIM
1270
Advantage Investment Management
Iowa
$6K -$125K -1,625 -95%
CFSG
1271
Community Financial Services Group
Vermont
$5K – – –
PFO
1272
Pathstone Family Office
New Jersey
$5K +$28.5K +370 New
NC
1273
NewSquare Capital
Pennsylvania
$4K – – –
MUS
1274
Mitsubishi UFJ Securities
Japan
$3K -$3.85K -50 -56%
HCM
1275
Horrell Capital Management
Arkansas
$3K – – –
49 50
51
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