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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
2676
Engineers Gate Manager
New York
– -$746K -2,751 Closed
RWM
2677
Revisor Wealth Management
Ohio
– -$745K -2,747 Closed
RW
2678
REDW Wealth
New Mexico
– -$714K -2,631 Closed
IPW
2679
Impact Partnership Wealth
Georgia
– -$633K -2,335 Closed
PCMC
2680
Private Capital Management (Colorado)
Colorado
– -$585K -2,158 Closed
DFCM
2681
Dark Forest Capital Management
Puerto Rico
– -$570K -2,102 Closed
BBL
2682
Beck Bode LLC
Massachusetts
– -$526K -1,940 Closed
DCM
2683
Donaldson Capital Management
Indiana
– -$521K -1,921 Closed
ZIMP
2684
Zimmermann Investment Management & Planning
Pennsylvania
– -$490K -1,807 Closed
AI
2685
AdvisorShares Investments
Maryland
– -$488K -1,801 Closed
WMWM
2686
Whitaker-Myers Wealth Managers
Ohio
– -$435K -1,605 Closed
ST
2687
Sageworth Trust
Pennsylvania
– -$420K -1,550 Closed
OAM
2688
Oxford Asset Management
United Kingdom
– -$400K -1,476 Closed
WFA
2689
Wellspring Financial Advisors
Ohio
– -$396K -1,461 Closed
KOC
2690
Koss-Olinger Consulting
Florida
– -$388K -1,430 Closed
CAS
2691
CTC Alternative Strategies
Illinois
– -$379K -1,398 Closed
MPM
2692
MBB Public Markets
Illinois
– -$366K -1,350 Closed
EC
2693
EntryPoint Capital
New York
– -$340K -1,254 Closed
SOW
2694
State of Wyoming
Wyoming
– -$311K -1,148 Closed
AFP
2695
Alpha Financial Partners
Kentucky
– -$300K -1,108 Closed
RP
2696
Reinhart Partners
Wisconsin
– -$298K -1,100 Closed
RBFC
2697
Roman Butler Fullerton & Co
Missouri
– -$297K -1,070 Closed
JF
2698
Jump Financial
Illinois
– -$290K -1,069 Closed
VCM
2699
Virtue Capital Management
Tennessee
– -$277K -1,023 Closed
HWP
2700
Hibernia Wealth Partners
Louisiana
– -$275K -1,016 Closed
106 107
108
109 110