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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Continuum Advisory
Idaho
$488K -$352K -1,697 -45%
OWA
1602
Opal Wealth Advisors
New York
$488K +$829 +4 +0.2%
PG
1603
Patten Group
Tennessee
$487K -$29K -140 -6%
HWA
1604
HCR Wealth Advisors
California
$487K -$5.39K -26 -1%
AWA
1605
Arkadios Wealth Advisors
Georgia
$487K -$96K -463 -18%
CA
1606
Crumly & Associates
Illinois
$486K +$443K +2,136 New
MIM
1607
Morningstar Investment Management
Illinois
$485K – – –
HA
1608
HC Advisors
Georgia
$481K +$207 +1 +0%
DP
1609
Dearborn Partners
Illinois
$481K +$2.07K +10 +0.5%
MIM
1610
Macroview Investment Management
Maryland
$481K – – –
CFP
1611
Catalyst Financial Partners
Massachusetts
$481K +$48.3K +233 +12%
AWM
1612
Aberdeen Wealth Management
Illinois
$481K – – –
CCIA
1613
Campbell & Co Investment Adviser
Maryland
$480K +$154K +742 +54%
HBW
1614
Hazlett, Burt & Watson
West Virginia
$480K +$207 +1 +0%
AGA
1615
Arkos Global Advisors
Texas
$480K +$438K +2,110 New
BPCE
1616
Bank Pictet & Cie (Europe)
Germany
$478K – – –
FCM
1617
Fairbanks Capital Management
California
$478K – – –
PAI
1618
Pittenger & Anderson Inc
Nebraska
$478K – – –
SNBOSD
1619
Security National Bank of So Dak
Iowa
$478K – – –
SIA
1620
SkyView Investment Advisors
New Jersey
$477K +$14.5K +70 +3%
TFA
1621
Toth Financial Advisory
Virginia
$477K +$415 +2 +0.1%
SMA
1622
Seven Mile Advisory
New Jersey
$477K +$3.52K +17 +0.8%
BSB
1623
Bangor Savings Bank
Maine
$476K – – –
BCM
1624
Blume Capital Management
California
$475K -$3.11K -15 -0.7%
PCA
1625
Prosperity Capital Advisors
Ohio
$473K +$99.1K +478 +30%
63 64
65
66 67