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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2826
Twin Peaks Wealth Advisors
California
– -$198K -653 Closed
BWS
2827
Buck Wealth Strategies
Colorado
– -$207K -649 Closed
AGC
2828
Aspen Grove Capital
Colorado
– -$207K -648 Closed
CWP
2829
Curated Wealth Partners
California
– -$204K -640 Closed
FF
2830
Foronjy Financial
California
– -$204K -639 Closed
GFG
2831
Goldstone Financial Group
Illinois
– -$210K -639 Closed
BWM
2832
BCS Wealth Management
Tennessee
– -$203K -636 Closed
LWA
2833
Lantern Wealth Advisors
New York
– -$202K -632 Closed
BCMLT
2834
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$110K -346 Closed
WTFG
2835
Wood Tarver Financial Group
Idaho
– -$81K -255 Closed
WA
2836
Whipplewood Advisors
Colorado
– -$77.8K -244 Closed
PFG
2837
Putney Financial Group
California
– -$74K -232 Closed
WCM
2838
Winthrop Capital Management
Indiana
– -$73K -230 Closed
TIM
2839
Total Investment Management
Arizona
– -$71.5K -224 Closed
IIM
2840
Intact Investment Management
Quebec, Canada
– -$63.8K -200 Closed
EC
2841
Elequin Capital
New York
– -$52.6K -165 Closed
SO
2842
Sierra Ocean
California
– -$43.5K -136 Closed
MWM
2843
MorganRosel Wealth Management
Colorado
– -$34.1K -107 Closed
AWM
2844
Atticus Wealth Management
Florida
– -$31.9K -100 Closed
IMC
2845
Investment Management Corporation
Virginia
– -$31.1K -97 Closed
BFP
2846
Briaud Financial Planning
Texas
– -$26K -83 Closed
MPW
2847
MASECO Private Wealth
– -$22.1K -69 Closed
BFPW
2848
BOK Financial Private Wealth
Colorado
– -$21.1K -66 Closed
WCM
2849
WealthTrak Capital Management
Virginia
– -$17.5K -55 Closed
CWM
2850
CarsonAllaria Wealth Management
Illinois
– -$15.4K -48 Closed
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