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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1601
Greylin Investment Management
Virginia
$490K – – –
CA
1602
Continuum Advisory
Idaho
$488K -$352K -1,697 -45%
OWA
1603
Opal Wealth Advisors
New York
$488K +$829 +4 +0.2%
PG
1604
Patten Group
Tennessee
$487K -$29K -140 -6%
HWA
1605
HCR Wealth Advisors
California
$487K -$5.39K -26 -1%
AWA
1606
Arkadios Wealth Advisors
Georgia
$487K -$96K -463 -18%
CA
1607
Crumly & Associates
Illinois
$486K +$443K +2,136 New
MIM
1608
Morningstar Investment Management
Illinois
$485K – – –
HA
1609
HC Advisors
Georgia
$481K +$207 +1 +0%
DP
1610
Dearborn Partners
Illinois
$481K +$2.07K +10 +0.5%
MIM
1611
Macroview Investment Management
Maryland
$481K – – –
CFP
1612
Catalyst Financial Partners
Massachusetts
$481K +$48.3K +233 +12%
AWM
1613
Aberdeen Wealth Management
Illinois
$481K – – –
CCIA
1614
Campbell & Co Investment Adviser
Maryland
$480K +$154K +742 +54%
HBW
1615
Hazlett, Burt & Watson
West Virginia
$480K +$207 +1 +0%
AGA
1616
Arkos Global Advisors
Texas
$480K +$438K +2,110 New
BPCE
1617
Bank Pictet & Cie (Europe)
Germany
$478K – – –
FCM
1618
Fairbanks Capital Management
California
$478K – – –
PAI
1619
Pittenger & Anderson Inc
Nebraska
$478K – – –
SNBOSD
1620
Security National Bank of So Dak
Iowa
$478K – – –
SIA
1621
SkyView Investment Advisors
New Jersey
$477K +$14.5K +70 +3%
TFA
1622
Toth Financial Advisory
Virginia
$477K +$415 +2 +0.1%
SMA
1623
Seven Mile Advisory
New Jersey
$477K +$3.52K +17 +0.8%
BSB
1624
Bangor Savings Bank
Maine
$476K – – –
BCM
1625
Blume Capital Management
California
$475K -$3.11K -15 -0.7%