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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3001
Navigoe Wealth Management
California
$2K +$2.24K +7 New
CWM
3002
Copia Wealth Management
Oregon
$1.69K – – –
HC
3003
Hara Capital
Washington
$1.69K – – –
MBFW
3004
Morton Brown Family Wealth
Pennsylvania
$1.69K +$1.6K +5 New
MWM
3005
Mosley Wealth Management
California
$1.35K -$21.1K -66 -94%
P
3006
Palladiem
Pennsylvania
$1.35K – – –
CFG
3007
CKW Financial Group
Hawaii
$1K +$640 +2 New
POIA
3008
Pin Oak Investment Advisors
Texas
$1K +$961 +3 New
3FI
3009
3 Factor Indexing
California
$677 – – –
BWM
3010
Benson Wealth Management
Tennessee
$677 – – –
NL
3011
NorthAvenue LLC
Ohio
$677 – – –
NWS
3012
Nvest Wealth Strategies
Ohio
$677 – – –
MCA
3013
Maryland Capital Advisors
Maryland
$677 +$640 +2 New
DRP
3014
Decker Retirement Planning
Utah
$572 +$640 +2 New
CFP
3015
Comprehensive Financial Planning
Pennsylvania
$343 – – –
HIA
3016
Highland Investment Advisors
Florida
$338 +$320 +1 New
CI
3017
Cordant Inc
Oregon
$129 – – –
DWM
3018
Darwin Wealth Management
Florida
$104 – – –
SPS
3019
Susquehanna Portfolio Strategies
Pennsylvania
– -$46.3M -152,949 Closed
QC
3020
Quadrature Capital
United Kingdom
– -$34.5M -114,040 Closed
SGM
3021
Skye Global Management
Florida
– -$19.8M -65,500 Closed
NRCM
3022
North Reef Capital Management
California
– -$15.1M -50,000 Closed
PCH
3023
Polar Capital Holdings
United Kingdom
– -$13.7M -45,415 Closed
JG
3024
Jain Global
New York
– -$11.1M -36,732 Closed
GC
3025
Gillson Capital
Illinois
– -$11M -36,480 Closed
119 120
121
122 123