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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
1701
Engineers Gate Manager
New York
– -$239K -1,920 Closed
WCM
1702
Windsor Capital Management
Arizona
– -$237K -1,906 Closed
VAG
1703
VisionPoint Advisory Group
Texas
– -$236K -1,898 Closed
WA
1704
Wealth Architects
California
– -$235K -1,885 Closed
AAM
1705
Aureus Asset Management
Massachusetts
– -$233K -1,870 Closed
PPCM
1706
Pillar Pacific Capital Management
California
– -$232K -1,862 Closed
WCM
1707
Washington Capital Management
Washington
– -$232K -1,862 Closed
SWA
1708
Stratos Wealth Advisors
Ohio
– -$230K -1,850 Closed
BCM
1709
Brookstone Capital Management
Illinois
– -$225K -1,804 Closed
FA
1710
Financial Advisors
Massachusetts
– -$225K -1,804 Closed
PAS
1711
Partnervest Advisory Services
California
– -$224K -1,802 Closed
DWM
1712
Destination Wealth Management
California
– -$224K -1,798 Closed
OCM
1713
Osterweis Capital Management
California
– -$223K -1,792 Closed
MCM
1714
Mengis Capital Management
Oregon
– -$222K -1,789 Closed
LC
1715
Lavaca Capital
Texas
– -$223K -1,788 Closed
MSR
1716
Main Street Research
Connecticut
– -$222K -1,787 Closed
CTA
1717
Colonial Trust Advisors
South Carolina
– -$222K -1,785 Closed
AIA
1718
Angeles Investment Advisors
California
– -$222K -1,782 Closed
CFW
1719
CA Family Wealth
California
– -$221K -1,775 Closed
BOM
1720
Bank of Marin
California
– -$219K -1,765 Closed
FMW
1721
Farr Miller & Washington
District of Columbia
– -$220K -1,765 Closed
ACA
1722
Anchor Capital Advisors
Massachusetts
– -$219K -1,762 Closed
BIM
1723
Baldwin Investment Management
Pennsylvania
– -$219K -1,760 Closed
DBIA
1724
Dumont & Blake Investment Advisors
New Jersey
– -$219K -1,760 Closed
MFW
1725
Mosaic Family Wealth
Missouri
– -$219K -1,760 Closed
67 68
69
70 71