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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
2801
Royal Fund Management
Florida
– -$308K -967 Closed
BWG
2802
Berry Wealth Group
Texas
– -$306K -960 Closed
IGAM
2803
iA Global Asset Management
Quebec, Canada
– -$303K -950 Closed
MPM
2804
MBB Public Markets
Illinois
– -$301K -945 Closed
PSP
2805
Principal Street Partners
Tennessee
– -$301K -944 Closed
CPSAC
2806
Chas P. Smith & Associates (CPS)
Florida
– -$300K -942 Closed
BA
2807
Bellwether Advisors
Nebraska
– -$300K -941 Closed
CNTOF
2808
Canandaigua National Trust of Florida
New York
– -$298K -934 Closed
LCWP
2809
Legacy Capital Wealth Partners
Arkansas
– -$292K -915 Closed
AC
2810
ASB Consultores
Florida
– -$285K -893 Closed
PPWM
2811
PFG Private Wealth Management
Florida
– -$283K -887 Closed
OC
2812
Oarsman Capital
Wisconsin
– -$282K -885 Closed
WP
2813
WealthPLAN Partners
Nebraska
– -$281K -880 Closed
SHWM
2814
Smith & Howard Wealth Management
Georgia
– -$275K -861 Closed
AFA
2815
Antonelli Financial Advisors
Michigan
– -$266K -835 Closed
KFS
2816
Kelly Financial Services
Massachusetts
– -$251K -788 Closed
WDG
2817
Wealth Dimensions Group
Ohio
– -$243K -761 Closed
TA
2818
TrueWealth Advisors
Alabama
– -$242K -758 Closed
NWWA
2819
New Wave Wealth Advisors
Arkansas
– -$230K -722 Closed
Q
2820
QVR
California
– -$230K -721 Closed
RL
2821
Retireful LLC
Michigan
– -$226K -709 Closed
EFL
2822
ERn Financial LLC
Wisconsin
– -$221K -692 Closed
FCM
2823
Fourpath Capital Management
Oklahoma
– -$219K -688 Closed
TBWA
2824
Three Bridge Wealth Advisors
California
– -$216K -676 Closed
TFA
2825
Trinity Financial Advisors
Ohio
– -$211K -660 Closed
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113
114 115