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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1576
PDS Planning
Ohio
$278K +$23.3K +141 +8%
AA
1577
Aire Advisors
California
$278K +$334K +2,020 New
BOPW
1578
Brandywine Oak Private Wealth
Pennsylvania
$277K -$50K -303 -13%
GDP
1579
Great Diamond Partners
Maine
$277K -$21.6K -131 -6%
HA
1580
Harbor Advisors
Florida
$277K – – –
MCM
1581
Magnolia Capital Management
New York
$277K – – –
MPIA
1582
Mountain Pacific Investment Advisers
Idaho
$277K – – –
CIM
1583
Contravisory Investment Management
Massachusetts
$276K +$310K +1,874 +1,630%
CCIA
1584
Campbell & Co Investment Adviser
Maryland
$275K +$328K +1,987 New
KPW
1585
Kore Private Wealth
New York
$274K -$13.5K -82 -4%
GWS
1586
Glassman Wealth Services
Virginia
$273K -$8.42K -51 -3%
HBW
1587
Hazlett, Burt & Watson
West Virginia
$273K – – –
MPPLM
1588
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$273K +$26.1K +158 +9%
DP
1589
Dearborn Partners
Illinois
$272K +$165 +1 +0.1%
MLA
1590
My Legacy Advisors
Oregon
$272K +$3.63K +22 +1%
FCM
1591
Fairbanks Capital Management
California
$271K -$46.7K -283 -13%
CL
1592
CPWM LLC
Washington
$271K +$65.9K +399 +26%
TNAM
1593
Terra Nova Asset Management
New York
$271K +$124K +752 +63%
ACI
1594
Alpha Cubed Investments
California
$270K -$52.5K -318 -14%
DTC
1595
Davidson Trust Company
Washington
$270K – – –
HCM
1596
Howland Capital Management
Massachusetts
$270K +$320K +1,939 New
EDRH
1597
Edmond de Rothschild Holding
Switzerland
$269K -$34.4K -208 -10%
AIM
1598
Allen Investment Management
New York
$269K – – –
BWFA
1599
Baltimore-Washington Financial Advisors
Maryland
$269K +$10.7K +65 +3%
BCM
1600
BTC Capital Management
Iowa
$269K +$18.5K +112 +6%
62 63
64
65 66