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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2726
WestHill Financial Advisors
California
– -$215K -723 Closed
SPFA
2727
Summit Place Financial Advisors
New Jersey
– -$214K -722 Closed
OBGC
2728
O'Brien Greene & Co
Pennsylvania
– -$214K -721 Closed
ST
2729
Somerset Trust
Pennsylvania
– -$214K -721 Closed
AWP
2730
Ascent Wealth Partners
New York
– -$214K -720 Closed
CP
2731
Capital Planning
Washington
– -$213K -718 Closed
BMCM
2732
Burns Matteson Capital Management
New York
– -$213K -717 Closed
FWI
2733
Facet Wealth Inc
Maryland
– -$227K -717 Closed
DWM
2734
DecisionMap Wealth Management
Virginia
– -$212K -715 Closed
HF
2735
Holcombe Financial
Georgia
– -$211K -712 Closed
BWP
2736
BlueStem Wealth Partners
Minnesota
– -$210K -709 Closed
FOR
2737
Family Office Research
Maryland
– -$209K -703 Closed
HKAM
2738
Horizon Kinetics Asset Management
New York
– -$208K -700 Closed
NPA
2739
Nichols & Pratt Advisers
Massachusetts
– -$208K -700 Closed
SFFS
2740
Stonehage Fleming Financial Services
Jersey
– -$208K -700 Closed
PHWM
2741
Pine Harbor Wealth Management
Maryland
– -$207K -699 Closed
PCM
2742
Pointe Capital Management
Michigan
– -$207K -699 Closed
SCM
2743
Sebold Capital Management
Illinois
– -$205K -692 Closed
VW
2744
Vance Wealth
California
– -$204K -687 Closed
GCA
2745
Gradient Capital Advisors
California
– -$204K -686 Closed
WHC
2746
Wulff, Hansen & Co
California
– -$204K -686 Closed
TWA
2747
Talisman Wealth Advisors
New Jersey
– -$200K -676 Closed
EWM
2748
Elmwood Wealth Management
California
– -$200K -675 Closed
HFS
2749
Hoge Financial Services
Pennsylvania
– -$200K -674 Closed
VHAM
2750
Van Hulzen Asset Management
California
– -$199K -670 Closed
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