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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
3101
DLK Investment Management
California
– -$240K -794 Closed
MSR
3102
Main Street Research
Connecticut
– -$234K -773 Closed
FCU
3103
Financial Concepts Unlimited
Maine
– -$230K -762 Closed
CWWM
3104
Clear Wave Wealth Management
New Jersey
– -$221K -730 Closed
CAS
3105
Coppell Advisory Solutions
Texas
– -$215K -724 Closed
RAM
3106
Readystate Asset Management
Illinois
– -$231K -721 Closed
PC
3107
Purewater Capital
Texas
– -$217K -716 Closed
MMM
3108
Mendel Money Management
Illinois
– -$216K -715 Closed
ORAM
3109
One River Asset Management
Connecticut
– -$227K -710 Closed
NWWA
3110
New Wave Wealth Advisors
Arkansas
– -$202K -668 Closed
WPA
3111
Wealth Preservation Advisors
Tennessee
– -$162K -537 Closed
Cohen & Steers
3112
Cohen & Steers
New York
– -$151K -500 Closed
FFL
3113
Financial Freedom LLC
Ohio
– -$133K -440 Closed
TLFA
3114
True Link Financial Advisors
California
– -$128K -422 Closed
WT
3115
WHI Trust
Illinois
– -$108K -357 Closed
DWP
3116
Destiny Wealth Partners
Florida
– -$92.6K -306 Closed
GWSA
3117
Global Wealth Strategies & Associates
Colorado
– -$86.5K -286 Closed
WCM
3118
Winthrop Capital Management
Indiana
– -$70K -230 Closed
WOSD
3119
WFA of San Diego
California
– -$57.5K -190 Closed
IWMWV
3120
Ironwood Wealth Management (West Virginia)
West Virginia
– -$57.2K -180 Closed
SA
3121
Scarborough Advisors
Maryland
– -$46.7K -154 Closed
TWM
3122
TopTier Wealth Management
Wisconsin
– -$46.6K -154 Closed
MWM
3123
Magnolia Wealth Management
Alabama
– -$39K -129 Closed
PWM
3124
Peterson Wealth Management
Nevada
– -$37.6K -124 Closed
EA
3125
Evergreen Advisors
Tennessee
– -$32.9K -109 Closed