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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1226
Sunflower Bank Wealth Management
Arizona
$248K – – –
MCM
1227
Maple Capital Management
Vermont
$248K +$337K +2,893 New
MGI
1228
MayTech Global Investments
New York
$245K -$698K -5,997 -68%
GBBWRPM
1229
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K -$50K -430 -13%
MAA
1230
Matrix Asset Advisors
New York
$245K -$1.16K -10 -0.3%
FBT
1231
First Bankers Trust
Kentucky
$245K – – –
CA
1232
Cambridge Advisors
Nebraska
$245K +$11.5K +99 +4%
PWPS
1233
Pinnacle Wealth Planning Services
Ohio
$244K -$89.4K -768 -21%
IB
1234
Intrust Bank
Kansas
$243K – – –
GH
1235
GAM Holding
Switzerland
$243K +$330K +2,840 New
CCMD
1236
Cypress Capital Management (Delaware)
Delaware
$241K – – –
MIP
1237
Marietta Investment Partners
Wisconsin
$240K – – –
SFS
1238
Strategic Financial Services
New York
$240K – – –
LA
1239
LVW Advisors
New York
$239K -$7.1K -61 -2%
AI
1240
Accredited Investors
Minnesota
$238K +$582 +5 +0.2%
BSB
1241
Bangor Savings Bank
Maine
$237K +$17.5K +150 +6%
OA
1242
Oxbow Advisors
Texas
$235K – – –
HWA
1243
HCR Wealth Advisors
California
$234K – – –
MWM
1244
Mission Wealth Management
California
$233K -$2.44K -21 -0.8%
OIA
1245
Optimum Investment Advisors
Illinois
$232K – – –
RMDI
1246
R.M. Davis Inc
Maine
$232K +$33.2K +285 +12%
IIC
1247
Integrated Investment Consultants
Michigan
$232K +$40.7K +350 +15%
CPIA
1248
Cornell Pochily Investment Advisors
New York
$232K +$72.6K +624 +30%
M
1249
MOTCO
Texas
$230K -$349 -3 -0.1%
CM
1250
Castleark Management
Illinois
$229K – – –