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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2801
American Trust
Kentucky
– -$327K -1,024 Closed
CCA
2802
Cottonwood Capital Advisors
Utah
– -$325K -1,020 Closed
BCG
2803
BayBridge Capital Group
California
– -$323K -1,012 Closed
EC
2804
EntryPoint Capital
New York
– -$318K -997 Closed
TA
2805
TFB Advisors
Kansas
– -$309K -970 Closed
RFM
2806
Royal Fund Management
Florida
– -$308K -967 Closed
BWG
2807
Berry Wealth Group
Texas
– -$306K -960 Closed
IGAM
2808
iA Global Asset Management
Quebec, Canada
– -$303K -950 Closed
MPM
2809
MBB Public Markets
Illinois
– -$301K -945 Closed
PSP
2810
Principal Street Partners
Tennessee
– -$301K -944 Closed
CPSAC
2811
Chas P. Smith & Associates (CPS)
Florida
– -$300K -942 Closed
BA
2812
Bellwether Advisors
Nebraska
– -$300K -941 Closed
CNTOF
2813
Canandaigua National Trust of Florida
New York
– -$298K -934 Closed
LCWP
2814
Legacy Capital Wealth Partners
Arkansas
– -$292K -915 Closed
AC
2815
ASB Consultores
Florida
– -$285K -893 Closed
PPWM
2816
PFG Private Wealth Management
Florida
– -$283K -887 Closed
OC
2817
Oarsman Capital
Wisconsin
– -$282K -885 Closed
WP
2818
WealthPLAN Partners
Nebraska
– -$281K -880 Closed
SHWM
2819
Smith & Howard Wealth Management
Georgia
– -$275K -861 Closed
AFA
2820
Antonelli Financial Advisors
Michigan
– -$266K -835 Closed
KFS
2821
Kelly Financial Services
Massachusetts
– -$251K -788 Closed
WDG
2822
Wealth Dimensions Group
Ohio
– -$243K -761 Closed
TA
2823
TrueWealth Advisors
Alabama
– -$242K -758 Closed
NWWA
2824
New Wave Wealth Advisors
Arkansas
– -$230K -722 Closed
Q
2825
QVR
California
– -$230K -721 Closed
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113
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