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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1301
North Star Investment Management
Illinois
$331K – – –
KA
1302
Kozak & Associates
Colorado
$331K +$290K +2,621 New
SFFS
1303
Stonehage Fleming Financial Services
Jersey
$330K – – –
QPWM
1304
Quadrant Private Wealth Management
Pennsylvania
$330K +$6.31K +57 +2%
AI
1305
Atom Investors
Texas
$328K -$1.93M -17,422 -87%
JHP
1306
James Hambro & Partners
United Kingdom
$328K +$301K +2,715 New
FBT
1307
First Bankers Trust
Kentucky
$326K – – –
NA
1308
Navellier & Associates
Nevada
$326K – – –
KLCM
1309
KG&L Capital Management
Louisiana
$326K +$1.22K +11 +0.4%
TYCC
1310
Texas Yale Capital Corp
Florida
$325K – – –
AC
1311
Abbrea Capital
California
$325K +$68.9K +622 +30%
TSWM
1312
Triangle Securities Wealth Management
North Carolina
$324K -$29.3K -265 -9%
CNBTD
1313
Citizens National Bank Trust Department
Mississippi
$323K -$60.9K -550 -17%
CM
1314
Castleark Management
Illinois
$323K – – –
CWM
1315
Cornerstone Wealth Management
Missouri
$321K -$59.5K -537 -17%
DSC
1316
Duncker Streett & Co
Missouri
$320K -$48.8K -441 -14%
GBBWRPM
1317
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$319K -$6.64K -60 -2%
MG
1318
Mather Group
Illinois
$318K +$111 +1 +0%
RIG
1319
Roosevelt Investment Group
New York
$318K +$16.4K +148 +6%
MRCM
1320
M&R Capital Management
New Jersey
$317K -$43.5K -393 -13%
AA
1321
Advisory Alpha
Michigan
$317K -$5.32K -48 -2%
MA
1322
MCF Advisors
Kentucky
$317K +$665 +6 +0.2%
BA
1323
Ballast Advisors
Minnesota
$317K +$23.3K +210 +9%
QCM
1324
Quest Capital Management
Texas
$316K -$68.7K -620 -19%
PCMC
1325
Paragon Capital Management (Colorado)
Colorado
$316K -$12.6K -114 -4%
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