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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3076
Magnolia Capital Advisors
Mississippi
– -$229K -618 Closed
RPSA
3077
Richard P. Slaughter Associates
Texas
– -$228K -615 Closed
BAWM
3078
Bennett Associates Wealth Management
Pennsylvania
– -$227K -613 Closed
ARG
3079
Advisory Resource Group
Oklahoma
– -$226K -610 Closed
CCWP
3080
Cedar Cove Wealth Partners
Minnesota
– -$226K -610 Closed
DBIA
3081
Dumont & Blake Investment Advisors
New Jersey
– -$226K -610 Closed
KBG
3082
Kahn Brothers Group
New York
– -$226K -610 Closed
BPW
3083
BLVD Private Wealth
Kentucky
– -$225K -609 Closed
KBFS
3084
Kohmann Bosshard Financial Services
Ohio
– -$225K -609 Closed
KWM
3085
KW Wealth Management
California
– -$225K -608 Closed
RW
3086
Regimen Wealth
Georgia
– -$225K -608 Closed
WDG
3087
Wealth Dimensions Group
Ohio
– -$225K -608 Closed
CC
3088
Clearwave Capital
California
– -$224K -606 Closed
LFP
3089
Lakeshore Financial Planning
Michigan
– -$224K -606 Closed
GWL
3090
Generations Wealth LLC
Ohio
– -$223K -604 Closed
BFO
3091
Biltmore Family Office
North Carolina
– -$223K -602 Closed
WIM
3092
Warwick Investment Management
Texas
– -$222K -601 Closed
WPA
3093
West Paces Advisors
Georgia
– -$222K -601 Closed
AMIM
3094
Aull & Monroe Investment Management
Alabama
– -$222K -600 Closed
CP
3095
Capital Planning
Washington
– -$224K -600 Closed
FTC
3096
Farmers Trust Company
Ohio
– -$222K -600 Closed
MCM
3097
Marathon Capital Management
Maryland
– -$222K -600 Closed
PFA
3098
Pinnacle Family Advisors
Missouri
– -$222K -600 Closed
RCG
3099
Ridge Creek Global
Ohio
– -$222K -600 Closed
SCA
3100
STALEY CAPITAL ADVISERS
Pennsylvania
– -$222K -600 Closed
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