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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1251
Community Financial Services Group
Vermont
$213K +$208K +2,000 New
HA
1252
Harbor Advisors
Florida
$213K +$208K +2,000 New
HCM
1253
HGI Capital Management
New York
$213K +$208K +2,000 New
HCMT
1254
Highland Capital Management (Texas)
Texas
$213K +$208K +2,000 New
RGNCM
1255
R.G. Niederhoffer Capital Management
New York
$213K +$208K +2,000 New
ALIONA
1256
Allianz Life Insurance of North America
Minnesota
$213K +$208K +2,001 New
SMC
1257
Smith, Moore & Co
Missouri
$213K +$208K +2,001 New
FGAM
1258
Financial Gravity Asset Management
Texas
$212K +$19.7K +189 +10%
IHT Wealth Management
1259
IHT Wealth Management
Illinois
$211K +$206K +1,979 New
CCM
1260
Compass Capital Management
Minnesota
$211K +$206K +1,985 New
Balentine LLC
1261
Balentine LLC
Georgia
$209K +$190K +1,824 +1,351%
GHAM
1262
Gilman Hill Asset Management
Connecticut
$209K +$204K +1,965 New
FMW
1263
Farr Miller & Washington
District of Columbia
$208K +$203K +1,950 New
Belpointe Asset Management
1264
Belpointe Asset Management
Nevada
$208K +$203K +1,956 New
JT
1265
Jump Trading
Illinois
$207K +$202K +1,940 New
WA
1266
Wealth Architects
California
$206K +$201K +1,931 New
CCM
1267
Condor Capital Management
New Jersey
$204K +$199K +1,911 New
BP
1268
BBR Partners
New York
$204K +$199K +1,912 New
AAM
1269
American Asset Management
Florida
$202K +$198K +1,899 New
NP
1270
NS Partners
United Kingdom
$202K +$198K +1,900 New
SC
1271
Sawyer & Company
Massachusetts
$191K – – –
WC
1272
Whitnell & Co
Illinois
$191K +$104 +1 +0.1%
SFG
1273
SevenBridge Financial Group
Pennsylvania
$191K +$53K +510 +40%
ZB
1274
Zions Bancorporation
Utah
$186K +$182K +1,749 New
KA
1275
Kaizen Advisory
Illinois
$183K – – –