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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2701
Clark Financial Services Group
Missouri
– -$256K -864 Closed
LAM
2702
Longboard Asset Management
Arizona
– -$255K -860 Closed
GCM
2703
Graham Capital Management
Connecticut
– -$253K -852 Closed
CRWM
2704
Castle Rock Wealth Management
California
– -$265K -851 Closed
AIA
2705
Angeles Investment Advisors
California
– -$252K -850 Closed
RCP
2706
Rothschild Capital Partners
New York
– -$246K -830 Closed
CP
2707
Castleview Partners
Texas
– -$244K -819 Closed
TA
2708
TrueWealth Advisors
Alabama
– -$242K -815 Closed
NWWA
2709
New Wave Wealth Advisors
Arkansas
– -$234K -787 Closed
4WM
2710
49 Wealth Management
Texas
– -$230K -776 Closed
AFA
2711
American Financial Advisors
Georgia
– -$229K -771 Closed
CJL
2712
Cyrus J. Lawrence
New York
– -$223K -754 Closed
MCA
2713
Magnolia Capital Advisors
Mississippi
– -$223K -752 Closed
LA
2714
LexAurum Advisors
Kansas
– -$223K -751 Closed
FA
2715
Fiducient Advisors
Illinois
– -$221K -743 Closed
4A
2716
4Wealth Advisors
Illinois
– -$220K -740 Closed
RPSA
2717
Richard P. Slaughter Associates
Texas
– -$219K -737 Closed
BTWM
2718
Baker Tilly Wealth Management
Wisconsin
– -$218K -736 Closed
HA
2719
Hofer & Associates
California
– -$217K -733 Closed
SPP
2720
Single Point Partners
Massachusetts
– -$217K -732 Closed
MMM
2721
Mendel Money Management
Illinois
– -$217K -731 Closed
KWA
2722
Kellett Wealth Advisors
Ohio
– -$216K -729 Closed
CGA
2723
Crescent Grove Advisors
Illinois
– -$215K -726 Closed
PVAMC
2724
PPS&V Asset Management Consultants
Michigan
– -$215K -724 Closed
WSWA
2725
Warren Street Wealth Advisors
California
– -$215K -724 Closed
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109
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