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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
3101
W Advisors LLC
Tennessee
– -$245K -737 Closed
MCCA
3102
Mill Creek Capital Advisors
Pennsylvania
– -$212K -637 Closed
CWA
3103
CogentBlue Wealth Advisors
Tennessee
– -$210K -631 Closed
LF
3104
Lee Financial
Texas
– -$209K -629 Closed
VBA
3105
von Borstel & Associates
Oregon
– -$230K -626 Closed
JWM
3106
JPL Wealth Management
Colorado
– -$206K -619 Closed
PD
3107
Planning Directions
Pennsylvania
– -$202K -610 Closed
FAM
3108
Fenimore Asset Management
New York
– -$201K -605 Closed
FGAM
3109
Financial Gravity Asset Management
Texas
– -$187K -563 Closed
IUHSA
3110
Itau Unibanco Holding S.A.
Brazil
– -$180K -541 Closed
RA
3111
Rise Advisors
New York
– -$119K -359 Closed
MSG
3112
Main Street Group
Virginia
– -$50K -150 Closed
FLP
3113
Financial Life Planners
Arizona
– -$43.2K -130 Closed
GFWA
3114
Grey Fox Wealth Advisors
Delaware
– -$33.5K -101 Closed
SCA
3115
Stuart Chaussee & Associates
California
– -$33.2K -100 Closed
TCM
3116
TruNorth Capital Management
Michigan
– -$29.6K -89 Closed
CCM
3117
Cloud Capital Management
Washington
– -$23K -70 Closed
PP
3118
Pacifica Partners
Canada
– -$22.3K -68 Closed
GCGDR
3119
Geo Capital Gestora de Recursos
Brazil
– -$20K -61 Closed
QL
3120
Quarry LP
New York
– -$18.6K -56 Closed
LWMI
3121
Legacy Wealth Management (Idaho)
Idaho
– -$16.6K -50 Closed
MBFW
3122
Morton Brown Family Wealth
Pennsylvania
– -$13.3K -40 Closed
PCM
3123
Perritt Capital Management
Illinois
– -$3.32K -10 Closed
HC
3124
Hurley Capital
New York
– -$2.66K -8 Closed
SFCL
3125
Strengthening Families & Communities LLC
Massachusetts
– -$999 -3 Closed
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