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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3051
Canal Capital Management
Virginia
– -$234K -632 Closed
VCM
3052
Vision Capital Management
Oregon
– -$233K -631 Closed
SFS
3053
Strategic Financial Services
New York
– -$226K -628 Closed
NPA
3054
Nichols & Pratt Advisers
Massachusetts
– -$231K -625 Closed
TW
3055
Towerpoint Wealth
California
– -$231K -624 Closed
TW
3056
Traveka Wealth
California
– -$230K -621 Closed
PFA
3057
Professional Financial Advisors
Nebraska
– -$229K -620 Closed
RBC
3058
Romano Brothers & Co
Illinois
– -$229K -619 Closed
SFGM
3059
Stonebridge Financial Group (Missouri)
Missouri
– -$229K -619 Closed
WF
3060
Wayfinding Financial
Washington
– -$228K -619 Closed
CIS
3061
Connors Investor Services
Pennsylvania
– -$229K -618 Closed
MCA
3062
Magnolia Capital Advisors
Mississippi
– -$229K -618 Closed
RPSA
3063
Richard P. Slaughter Associates
Texas
– -$228K -615 Closed
BAWM
3064
Bennett Associates Wealth Management
Pennsylvania
– -$227K -613 Closed
ARG
3065
Advisory Resource Group
Oklahoma
– -$226K -610 Closed
CCWP
3066
Cedar Cove Wealth Partners
Minnesota
– -$226K -610 Closed
DBIA
3067
Dumont & Blake Investment Advisors
New Jersey
– -$226K -610 Closed
KBG
3068
Kahn Brothers Group
New York
– -$226K -610 Closed
BPW
3069
BLVD Private Wealth
Kentucky
– -$225K -609 Closed
KBFS
3070
Kohmann Bosshard Financial Services
Ohio
– -$225K -609 Closed
KWM
3071
KW Wealth Management
California
– -$225K -608 Closed
RW
3072
Regimen Wealth
Georgia
– -$225K -608 Closed
WDG
3073
Wealth Dimensions Group
Ohio
– -$225K -608 Closed
CC
3074
Clearwave Capital
California
– -$224K -606 Closed
LFP
3075
Lakeshore Financial Planning
Michigan
– -$224K -606 Closed
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123
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