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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2751
Gradient Capital Advisors
California
– -$204K -686 Closed
WHC
2752
Wulff, Hansen & Co
California
– -$204K -686 Closed
TWA
2753
Talisman Wealth Advisors
New Jersey
– -$200K -676 Closed
EWM
2754
Elmwood Wealth Management
California
– -$200K -675 Closed
HFS
2755
Hoge Financial Services
Pennsylvania
– -$200K -674 Closed
VHAM
2756
Van Hulzen Asset Management
California
– -$199K -670 Closed
SC
2757
Stance Capital
Massachusetts
– -$185K -625 Closed
KBFS
2758
Kohmann Bosshard Financial Services
Ohio
– -$182K -613 Closed
FA
2759
Fedenia Advisers
Wisconsin
– -$97.9K -330 Closed
CAS
2760
Coppell Advisory Solutions
Texas
– -$88.6K -298 Closed
AWM
2761
Accredited Wealth Management
Kentucky
– -$81.8K -275 Closed
WCM
2762
Winthrop Capital Management
Indiana
– -$68K -230 Closed
FW
2763
Fairway Wealth
Ohio
– -$59.4K -200 Closed
TCG
2764
Transcendent Capital Group
Oklahoma
– -$59.4K -200 Closed
WWA
2765
Wingate Wealth Advisors
Massachusetts
– -$56.4K -190 Closed
AIP
2766
Arrowpoint Investment Partners
Singapore
– -$53.4K -180 Closed
FWM
2767
FLP Wealth Management
Arkansas
– -$41.2K -139 Closed
FLP
2768
Financial Life Planners
Arizona
– -$38.3K -129 Closed
DWA
2769
Delos Wealth Advisors
Texas
– -$37.4K -126 Closed
SIP
2770
Sellwood Investment Partners
Oregon
– -$32.6K -110 Closed
TAM
2771
Tucker Asset Management
Colorado
– -$30.6K -103 Closed
HCA
2772
Heck Capital Advisors
Wisconsin
– -$16.9K -57 Closed
UFF
2773
USA Financial Formulas
Michigan
– -$15.7K -53 Closed
FIA
2774
FPC Investment Advisory
California
– -$13.3K -42 Closed
AIP
2775
Alexis Investment Partners
Texas
– -$11.9K -40 Closed