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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
2826
Retireful LLC
Michigan
– -$226K -709 Closed
EFL
2827
ERn Financial LLC
Wisconsin
– -$221K -692 Closed
FCM
2828
Fourpath Capital Management
Oklahoma
– -$219K -688 Closed
TBWA
2829
Three Bridge Wealth Advisors
California
– -$216K -676 Closed
TFA
2830
Trinity Financial Advisors
Ohio
– -$211K -660 Closed
TPWA
2831
Twin Peaks Wealth Advisors
California
– -$198K -653 Closed
BWS
2832
Buck Wealth Strategies
Colorado
– -$207K -649 Closed
AGC
2833
Aspen Grove Capital
Colorado
– -$207K -648 Closed
CWP
2834
Curated Wealth Partners
California
– -$204K -640 Closed
FF
2835
Foronjy Financial
California
– -$204K -639 Closed
GFG
2836
Goldstone Financial Group
Illinois
– -$210K -639 Closed
BWM
2837
BCS Wealth Management
Tennessee
– -$203K -636 Closed
LWA
2838
Lantern Wealth Advisors
New York
– -$202K -632 Closed
BCMLT
2839
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$110K -346 Closed
WTFG
2840
Wood Tarver Financial Group
Idaho
– -$81K -255 Closed
WA
2841
Whipplewood Advisors
Colorado
– -$77.8K -244 Closed
PFG
2842
Putney Financial Group
California
– -$74K -232 Closed
WCM
2843
Winthrop Capital Management
Indiana
– -$73K -230 Closed
TIM
2844
Total Investment Management
Arizona
– -$71.5K -224 Closed
IIM
2845
Intact Investment Management
Quebec, Canada
– -$63.8K -200 Closed
EC
2846
Elequin Capital
New York
– -$52.6K -165 Closed
SO
2847
Sierra Ocean
California
– -$43.5K -136 Closed
MWM
2848
MorganRosel Wealth Management
Colorado
– -$34.1K -107 Closed
AWM
2849
Atticus Wealth Management
Florida
– -$31.9K -100 Closed
IMC
2850
Investment Management Corporation
Virginia
– -$31.1K -97 Closed
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114
115