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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
2701
Central Valley Advisors
California
– -$287K -967 Closed
LJHT
2702
Laurie J. Hall Trustee
– -$280K -944 Closed
ZI
2703
ZEGA Investments
Florida
– -$298K -928 Closed
FHC
2704
First Heartland Consultants
Missouri
– -$271K -913 Closed
RWA
2705
Roberts Wealth Advisors
California
– -$281K -900 Closed
BCG
2706
Bravias Capital Group
New Jersey
– -$284K -895 Closed
CFSG
2707
Clark Financial Services Group
Missouri
– -$256K -864 Closed
LAM
2708
Longboard Asset Management
Arizona
– -$255K -860 Closed
GCM
2709
Graham Capital Management
Connecticut
– -$253K -852 Closed
CRWM
2710
Castle Rock Wealth Management
California
– -$265K -851 Closed
AIA
2711
Angeles Investment Advisors
California
– -$252K -850 Closed
RCP
2712
Rothschild Capital Partners
New York
– -$246K -830 Closed
CP
2713
Castleview Partners
Texas
– -$244K -819 Closed
TA
2714
TrueWealth Advisors
Alabama
– -$242K -815 Closed
NWWA
2715
New Wave Wealth Advisors
Arkansas
– -$234K -787 Closed
4WM
2716
49 Wealth Management
Texas
– -$230K -776 Closed
AFA
2717
American Financial Advisors
Georgia
– -$229K -771 Closed
CJL
2718
Cyrus J. Lawrence
New York
– -$223K -754 Closed
MCA
2719
Magnolia Capital Advisors
Mississippi
– -$223K -752 Closed
LA
2720
LexAurum Advisors
Kansas
– -$223K -751 Closed
FA
2721
Fiducient Advisors
Illinois
– -$221K -743 Closed
4A
2722
4Wealth Advisors
Illinois
– -$220K -740 Closed
RPSA
2723
Richard P. Slaughter Associates
Texas
– -$219K -737 Closed
BTWM
2724
Baker Tilly Wealth Management
Wisconsin
– -$218K -736 Closed
HA
2725
Hofer & Associates
California
– -$217K -733 Closed
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109
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