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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1351
Partnervest Advisory Services
California
$203K +$200K +2,028 New
CA
1352
Centerpoint Advisors
Massachusetts
$202K -$8.16K -83 -4%
BIP
1353
Blueprint Investment Partners
North Carolina
$202K +$164K +1,669 New
PFS
1354
Physicians Financial Services
North Carolina
$202K +$198K +2,012 New
HA
1355
Harbor Advisors
Florida
$201K +$197K +2,000 New
WCM
1356
Windsor Capital Management
Arizona
$200K +$197K +2,000 New
TFA
1357
Toth Financial Advisory
Virginia
$198K +$394 +4 +0.2%
FFA
1358
Founders Financial Alliance
North Carolina
$194K +$185K +1,885 New
HDIM
1359
Hanson & Doremus Investment Management
Vermont
$193K -$1.97K -20 -1%
PO
1360
Private Ocean
California
$187K +$9.44K +96 +5%
RAM
1361
Riggs Asset Management
Pennsylvania
$187K +$218K +2,218 +8,872%
RCG
1362
Rock Creek Group
District of Columbia
$182K -$375K -3,812 -68%
QCMC
1363
Quantum Capital Management (California)
California
$180K – – –
IBOK
1364
Independence Bank of Kentucky
Kentucky
$179K -$24.6K -250 -12%
RWM
1365
Raffa Wealth Management
District of Columbia
$178K +$5.9K +60 +3%
HFRG
1366
Houlihan Financial Resource Group
Virginia
$167K +$148K +1,506 New
CHC
1367
City Holding Co
West Virginia
$161K – – –
TI
1368
Truehand Inc
New Hampshire
$160K – – –
AAP
1369
Arax Advisory Partners
Colorado
$158K +$7.58K +77 +5%
BCM
1370
Blume Capital Management
California
$150K – – –
SIAP
1371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K – – –
BDS
1372
Banco de Sabadell
Florida
$149K -$759K -7,720 -84%
DAM
1373
Delta Asset Management
Tennessee
$149K -$2.75K -28 -2%
FCB
1374
First Command Bank
Texas
$147K -$12.5K -127 -8%
FCFS
1375
First Command Financial Services
Texas
$147K -$12.5K -127 -8%
53 54
55
56 57