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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WWS
2676
Wellington Wealth Strategies
Indiana
– -$866K -3,207 Closed
EW
2677
Elyxium Wealth
California
– -$865K -3,188 Closed
ARC
2678
Advisor Resource Council
Texas
– -$815K -3,006 Closed
PI
2679
Parkside Investments
Illinois
– -$814K -3,000 Closed
GWMR
2680
GC Wealth Management RIA
Massachusetts
– -$762K -2,810 Closed
EGM
2681
Engineers Gate Manager
New York
– -$746K -2,751 Closed
RWM
2682
Revisor Wealth Management
Ohio
– -$745K -2,747 Closed
RW
2683
REDW Wealth
New Mexico
– -$714K -2,631 Closed
IPW
2684
Impact Partnership Wealth
Georgia
– -$633K -2,335 Closed
PCMC
2685
Private Capital Management (Colorado)
Colorado
– -$585K -2,158 Closed
DFCM
2686
Dark Forest Capital Management
Puerto Rico
– -$570K -2,102 Closed
BBL
2687
Beck Bode LLC
Massachusetts
– -$526K -1,940 Closed
DCM
2688
Donaldson Capital Management
Indiana
– -$521K -1,921 Closed
ZIMP
2689
Zimmermann Investment Management & Planning
Pennsylvania
– -$490K -1,807 Closed
AI
2690
AdvisorShares Investments
Maryland
– -$488K -1,801 Closed
WMWM
2691
Whitaker-Myers Wealth Managers
Ohio
– -$435K -1,605 Closed
ST
2692
Sageworth Trust
Pennsylvania
– -$420K -1,550 Closed
OAM
2693
Oxford Asset Management
United Kingdom
– -$400K -1,476 Closed
WFA
2694
Wellspring Financial Advisors
Ohio
– -$396K -1,461 Closed
KOC
2695
Koss-Olinger Consulting
Florida
– -$388K -1,430 Closed
CAS
2696
CTC Alternative Strategies
Illinois
– -$379K -1,398 Closed
MPM
2697
MBB Public Markets
Illinois
– -$366K -1,350 Closed
EC
2698
EntryPoint Capital
New York
– -$340K -1,254 Closed
SOW
2699
State of Wyoming
Wyoming
– -$311K -1,148 Closed
AFP
2700
Alpha Financial Partners
Kentucky
– -$300K -1,108 Closed
106 107
108
109 110