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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Accurate Wealth Management
Florida
$501K +$13.2K +57 +3%
ATC
1602
Adirondack Trust Company
New York
$501K -$1.85K -8 -0.4%
CCA
1603
Cadent Capital Advisors
Oklahoma
$500K +$232 +1 +0%
YC
1604
Yarbrough Capital
Tennessee
$500K – – –
HA
1605
Herold Advisors
New York
$499K -$23.2K -100 -4%
MAM
1606
Mystic Asset Management
Rhode Island
$496K -$4.63K -20 -0.9%
MIM
1607
Morningstar Investment Management
Illinois
$494K – – –
CIC
1608
Carnegie Investment Counsel
Ohio
$494K -$285K -1,229 -37%
SQA
1609
Simon Quick Advisors
New Jersey
$491K +$179K +774 +57%
SHGA
1610
Sand Hill Global Advisors
California
$491K +$213K +921 +77%
PWMG
1611
Prestige Wealth Management Group
New Jersey
$490K +$332K +1,434 +210%
OWA
1612
Opal Wealth Advisors
New York
$489K -$6.72K -29 -1%
DP
1613
Dearborn Partners
Illinois
$489K – – –
AWM
1614
Aberdeen Wealth Management
Illinois
$489K – – –
SMC
1615
Smith, Moore & Co
Missouri
$489K +$46.3K +200 +10%
FPW
1616
Flagship Private Wealth
Massachusetts
$488K +$18.5K +80 +4%
FCM
1617
Fairbanks Capital Management
California
$486K – – –
GIM
1618
Greylin Investment Management
Virginia
$486K -$11.6K -50 -2%
MIM
1619
Macroview Investment Management
Maryland
$486K -$3.01K -13 -0.6%
SNBOSD
1620
Security National Bank of So Dak
Iowa
$486K – – –
SGM
1621
Skye Global Management
Florida
$486K +$486K +2,100 New
USGIU
1622
U.S. Global Investors (USGI)
Texas
$486K +$486K +2,100 New
EIP
1623
Ellis Investment Partners
Pennsylvania
$486K -$202K -873 -29%
BPCE
1624
Bank Pictet & Cie (Europe)
Germany
$485K -$1.16K -5 -0.2%
AC
1625
AXQ Capital
New Jersey
$483K +$483K +2,085 New
63 64
65
66 67