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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VPI
2751
Value Partners Investments
Manitoba, Canada
-$269K -630 Closed
SC
2752
Stance Capital
Massachusetts
-$185K -625 Closed
KBFS
2753
Kohmann Bosshard Financial Services
Ohio
-$182K -613 Closed
FA
2754
Fedenia Advisers
Wisconsin
-$97.9K -330 Closed
CAS
2755
Coppell Advisory Solutions
Texas
-$88.6K -298 Closed
AWM
2756
Accredited Wealth Management
Kentucky
-$81.8K -275 Closed
WCM
2757
Winthrop Capital Management
Indiana
-$68K -230 Closed
FW
2758
Fairway Wealth
Ohio
-$59.4K -200 Closed
TCG
2759
Transcendent Capital Group
Oklahoma
-$59.4K -200 Closed
WWA
2760
Wingate Wealth Advisors
Massachusetts
-$56.4K -190 Closed
AIP
2761
Arrowpoint Investment Partners
Singapore
-$53.4K -180 Closed
FWM
2762
FLP Wealth Management
Arkansas
-$41.2K -139 Closed
FLP
2763
Financial Life Planners
Arizona
-$38.3K -129 Closed
DWA
2764
Delos Wealth Advisors
Texas
-$37.4K -126 Closed
SIP
2765
Sellwood Investment Partners
Oregon
-$32.6K -110 Closed
TAM
2766
Tucker Asset Management
Colorado
-$30.6K -103 Closed
UFF
2767
USA Financial Formulas
Michigan
-$15.7K -53 Closed
FIA
2768
FPC Investment Advisory
California
-$13.3K -42 Closed
AIP
2769
Alexis Investment Partners
Texas
-$11.9K -40 Closed
MA
2770
Modus Advisors
Minnesota
-$8.01K -27 Closed
CJ
2771
Caitlin John
Michigan
-$7.54K -25 Closed
CF
2772
Conquis Financial
California
-$5.34K -18 Closed
PPA
2773
Painted Porch Advisors
California
-$4.16K -14 Closed
SR
2774
Syntax Research
Florida
-$1.49K -5 Closed
SMAM
2775
Sugar Maple Asset Management
Wisconsin
-$1.19K -4 Closed