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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3101
Lionshead Wealth Management
New York
– -$217K -586 Closed
WWM
3102
Westwood Wealth Management
California
– -$217K -586 Closed
PSP
3103
Principal Street Partners
Tennessee
– -$217K -585 Closed
HAC
3104
Harbor Advisory Corp
New Hampshire
– -$216K -584 Closed
MWP
3105
Meridian Wealth Partners
Pennsylvania
– -$216K -584 Closed
CPW
3106
Crestmont Private Wealth
Texas
– -$215K -582 Closed
FWM
3107
ForthRight Wealth Management
Georgia
– -$215K -582 Closed
PFM
3108
Phillips Financial Management
Indiana
– -$215K -581 Closed
CRIG
3109
Charter Research & Investment Group
Connecticut
– -$215K -580 Closed
PA
3110
Probity Advisors
Texas
– -$215K -580 Closed
DCM
3111
DGS Capital Management
New Jersey
– -$214K -578 Closed
ES
3112
Eagle Strategies
New York
– -$213K -577 Closed
FC
3113
FCA Corp
Texas
– -$213K -577 Closed
HP
3114
Holistic Planning
Texas
– -$213K -577 Closed
PWM
3115
Paulson Wealth Management
Illinois
– -$213K -575 Closed
SIP
3116
Snowwater Investment Partners
Connecticut
– -$213K -575 Closed
TP
3117
Tranquility Partners
Tennessee
– -$213K -575 Closed
AGC
3118
Aspen Grove Capital
Colorado
– -$212K -574 Closed
HCM
3119
Hutchinson Capital Management
California
– -$212K -574 Closed
LRIC
3120
Long Road Investment Counsel
Michigan
– -$212K -573 Closed
MA
3121
Mezzasalma Advisors
New Jersey
– -$213K -572 Closed
LGG
3122
Luts & Greenleigh Group
Maryland
– -$211K -571 Closed
AC
3123
AWM Capital
Arizona
– -$211K -570 Closed
MSRI
3124
Michael S. Ryan Inc
New York
– -$211K -570 Closed
OAM
3125
Occidental Asset Management
California
– -$211K -570 Closed
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