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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2726
Single Point Partners
Massachusetts
– -$217K -732 Closed
MMM
2727
Mendel Money Management
Illinois
– -$217K -731 Closed
KWA
2728
Kellett Wealth Advisors
Ohio
– -$216K -729 Closed
CGA
2729
Crescent Grove Advisors
Illinois
– -$215K -726 Closed
PVAMC
2730
PPS&V Asset Management Consultants
Michigan
– -$215K -724 Closed
WSWA
2731
Warren Street Wealth Advisors
California
– -$215K -724 Closed
WFA
2732
WestHill Financial Advisors
California
– -$215K -723 Closed
SPFA
2733
Summit Place Financial Advisors
New Jersey
– -$214K -722 Closed
OBGC
2734
O'Brien Greene & Co
Pennsylvania
– -$214K -721 Closed
ST
2735
Somerset Trust
Pennsylvania
– -$214K -721 Closed
AWP
2736
Ascent Wealth Partners
New York
– -$214K -720 Closed
CP
2737
Capital Planning
Washington
– -$213K -718 Closed
BMCM
2738
Burns Matteson Capital Management
New York
– -$213K -717 Closed
FWI
2739
Facet Wealth Inc
Maryland
– -$227K -717 Closed
DWM
2740
DecisionMap Wealth Management
Virginia
– -$212K -715 Closed
HF
2741
Holcombe Financial
Georgia
– -$211K -712 Closed
BWP
2742
BlueStem Wealth Partners
Minnesota
– -$210K -709 Closed
FOR
2743
Family Office Research
Maryland
– -$209K -703 Closed
HKAM
2744
Horizon Kinetics Asset Management
New York
– -$208K -700 Closed
NPA
2745
Nichols & Pratt Advisers
Massachusetts
– -$208K -700 Closed
SFFS
2746
Stonehage Fleming Financial Services
Jersey
– -$208K -700 Closed
PHWM
2747
Pine Harbor Wealth Management
Maryland
– -$207K -699 Closed
PCM
2748
Pointe Capital Management
Michigan
– -$207K -699 Closed
SCM
2749
Sebold Capital Management
Illinois
– -$205K -692 Closed
VW
2750
Vance Wealth
California
– -$204K -687 Closed
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