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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
2976
Barnes Dennig Private Wealth Management
Ohio
$2.37K +$2.24K +7 New
NWM
2977
Navigoe Wealth Management
California
$2K +$2.24K +7 New
CWM
2978
Copia Wealth Management
Oregon
$1.69K – – –
HC
2979
Hara Capital
Washington
$1.69K – – –
MBFW
2980
Morton Brown Family Wealth
Pennsylvania
$1.69K +$1.6K +5 New
MWM
2981
Mosley Wealth Management
California
$1.35K -$21.1K -66 -94%
P
2982
Palladiem
Pennsylvania
$1.35K – – –
CFG
2983
CKW Financial Group
Hawaii
$1K +$640 +2 New
POIA
2984
Pin Oak Investment Advisors
Texas
$1K +$961 +3 New
3FI
2985
3 Factor Indexing
California
$677 – – –
BWM
2986
Benson Wealth Management
Tennessee
$677 – – –
NL
2987
NorthAvenue LLC
Ohio
$677 – – –
NWS
2988
Nvest Wealth Strategies
Ohio
$677 – – –
MCA
2989
Maryland Capital Advisors
Maryland
$677 +$640 +2 New
DRP
2990
Decker Retirement Planning
Utah
$572 +$640 +2 New
CFP
2991
Comprehensive Financial Planning
Pennsylvania
$343 – – –
HIA
2992
Highland Investment Advisors
Florida
$338 +$320 +1 New
CI
2993
Cordant Inc
Oregon
$129 – – –
DWM
2994
Darwin Wealth Management
Florida
$104 – – –
SPS
2995
Susquehanna Portfolio Strategies
Pennsylvania
– -$46.3M -152,949 Closed
QC
2996
Quadrature Capital
United Kingdom
– -$34.5M -114,040 Closed
SGM
2997
Skye Global Management
Florida
– -$19.8M -65,500 Closed
NRCM
2998
North Reef Capital Management
California
– -$15.1M -50,000 Closed
PCH
2999
Polar Capital Holdings
United Kingdom
– -$13.7M -45,415 Closed
JG
3000
Jain Global
New York
– -$11.1M -36,732 Closed
118 119
120
121 122