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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
1251
New England Guild Wealth Advisors
Connecticut
$233K – – –
DP
1252
Dearborn Partners
Illinois
$232K -$12.7K -121 -5%
EGA
1253
E&G Advisors
Texas
$232K – – –
CPIA
1254
Cornell Pochily Investment Advisors
New York
$232K +$11K +105 +5%
PHS
1255
Pekin Hardy Strauss
Illinois
$232K +$255K +2,439 New
AB
1256
AT Bancorp
Iowa
$231K -$523 -5 -0.2%
LPT
1257
Legacy Private Trust
Wisconsin
$231K – – –
MC
1258
Montag & Caldwell
Georgia
$229K – – –
SFI
1259
SPC Financial Inc
Maryland
$228K – – –
CIP
1260
Convergence Investment Partners
Florida
$227K +$24.4K +233 +11%
FFSOTS
1261
Fiduciary Financial Services of The Southwest
Texas
$226K – – –
OAM
1262
Oak Asset Management
California
$226K – – –
CASB
1263
Cape Ann Savings Bank
Massachusetts
$224K – – –
WTB
1264
Washington Trust Bank
Washington
$224K – – –
FCAG
1265
First Capital Advisors Group
New Jersey
$223K -$35.9K -343 -13%
PAS
1266
Partnervest Advisory Services
California
$223K -$20.4K -195 -8%
CIC
1267
Cornercap Investment Counsel
Georgia
$222K – – –
WB
1268
Webster Bank
Connecticut
$222K – – –
BCM
1269
Brookstone Capital Management
Illinois
$221K +$243K +2,322 New
ESB
1270
Essex Savings Bank
Connecticut
$220K +$241K +2,303 New
JIP
1271
Jaffetilchin Investment Partners
Florida
$220K +$242K +2,313 New
NPA
1272
Nichols & Pratt Advisers
Massachusetts
$219K -$31.4K -300 -12%
AAIM
1273
Asset Advisors Investment Management
Georgia
$219K – – –
RMDI
1274
R.M. Davis Inc
Maine
$219K +$11.5K +110 +5%
PWP
1275
Principle Wealth Partners
Connecticut
$219K +$240K +2,298 New
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