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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KI
3051
KTF Investments
California
– -$240K -650 Closed
PW
3052
Potentia Wealth
California
– -$241K -650 Closed
SIA
3053
Stegner Investment Associates
Kentucky
– -$240K -650 Closed
KWA
3054
Kondo Wealth Advisors
California
– -$239K -647 Closed
PWM
3055
Partners Wealth Management
California
– -$239K -647 Closed
SHFP
3056
Second Half Financial Partners
Florida
– -$239K -646 Closed
BFA
3057
Beacon Financial Advisory
Ohio
– -$236K -638 Closed
SC
3058
Sepio Capital
Utah
– -$236K -637 Closed
CCA
3059
Carrera Capital Advisors
Michigan
– -$235K -635 Closed
TWML
3060
Todd Wealth Management, LLC
Florida
– -$235K -634 Closed
MFWP
3061
Mosaic Family Wealth Partners
Missouri
– -$235K -634 Closed
OC
3062
Oarsman Capital
Wisconsin
– -$235K -634 Closed
IWA
3063
IVC Wealth Advisors
Pennsylvania
– -$234K -633 Closed
TCMP
3064
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$234K -633 Closed
CCM
3065
Canal Capital Management
Virginia
– -$234K -632 Closed
VCM
3066
Vision Capital Management
Oregon
– -$233K -631 Closed
SFS
3067
Strategic Financial Services
New York
– -$226K -628 Closed
NPA
3068
Nichols & Pratt Advisers
Massachusetts
– -$231K -625 Closed
TW
3069
Towerpoint Wealth
California
– -$231K -624 Closed
TW
3070
Traveka Wealth
California
– -$230K -621 Closed
PFA
3071
Professional Financial Advisors
Nebraska
– -$229K -620 Closed
RBC
3072
Romano Brothers & Co
Illinois
– -$229K -619 Closed
SFGM
3073
Stonebridge Financial Group (Missouri)
Missouri
– -$229K -619 Closed
WF
3074
Wayfinding Financial
Washington
– -$228K -619 Closed
CIS
3075
Connors Investor Services
Pennsylvania
– -$229K -618 Closed
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123
124 125