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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
3101
Almanack Investment Partners
Pennsylvania
– -$287K -865 Closed
MSF
3102
Mustard Seed Financial
Arkansas
– -$287K -863 Closed
LAM
3103
Longboard Asset Management
Arizona
– -$285K -858 Closed
CWAF
3104
Core Wealth Advisors (Florida)
Florida
– -$270K -812 Closed
BAWC
3105
Boyce & Associates Wealth Consulting
Texas
– -$268K -806 Closed
CM
3106
Capula Management
Cayman Islands
– -$277K -774 Closed
FA
3107
Fiducient Advisors
Illinois
– -$255K -769 Closed
GSWM
3108
Greenup Street Wealth Management
Michigan
– -$252K -759 Closed
SGFG
3109
Silver Grove Financial Group
New York
– -$251K -755 Closed
WAL
3110
W Advisors LLC
Tennessee
– -$245K -737 Closed
MCCA
3111
Mill Creek Capital Advisors
Pennsylvania
– -$212K -637 Closed
CWA
3112
CogentBlue Wealth Advisors
Tennessee
– -$210K -631 Closed
LF
3113
Lee Financial
Texas
– -$209K -629 Closed
VBA
3114
von Borstel & Associates
Oregon
– -$230K -626 Closed
JWM
3115
JPL Wealth Management
Colorado
– -$206K -619 Closed
PD
3116
Planning Directions
Pennsylvania
– -$202K -610 Closed
FAM
3117
Fenimore Asset Management
New York
– -$201K -605 Closed
FGAM
3118
Financial Gravity Asset Management
Texas
– -$187K -563 Closed
IUHSA
3119
Itau Unibanco Holding S.A.
Brazil
– -$180K -541 Closed
RA
3120
Rise Advisors
New York
– -$119K -359 Closed
MSG
3121
Main Street Group
Virginia
– -$50K -150 Closed
FLP
3122
Financial Life Planners
Arizona
– -$43.2K -130 Closed
GFWA
3123
Grey Fox Wealth Advisors
Delaware
– -$33.5K -101 Closed
SCA
3124
Stuart Chaussee & Associates
California
– -$33.2K -100 Closed
TCM
3125
TruNorth Capital Management
Michigan
– -$29.6K -89 Closed
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