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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
3126
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$210K -567 Closed
WW
3127
Wright Wealth
Georgia
– -$210K -567 Closed
CPA
3128
Capital Planning Advisors
California
– -$209K -565 Closed
CFC
3129
Coyle Financial Counsel
Illinois
– -$209K -565 Closed
WFA
3130
WestHill Financial Advisors
California
– -$209K -565 Closed
KFS
3131
Kelly Financial Services
Massachusetts
– -$209K -564 Closed
WPP
3132
Whalerock Point Partners
Rhode Island
– -$209K -564 Closed
IF
3133
Intrua Financial
Texas
– -$207K -559 Closed
CWM
3134
Cherrydale Wealth Management
New Jersey
– -$206K -557 Closed
CTI
3135
Community Trust & Investment
Kentucky
– -$206K -557 Closed
TAM
3136
TCP Asset Management
Ohio
– -$206K -557 Closed
WSWA
3137
Warren Street Wealth Advisors
California
– -$206K -557 Closed
MAM
3138
Madison Asset Management
Wisconsin
– -$206K -556 Closed
ACP
3139
Argyle Capital Partners
California
– -$206K -555 Closed
CCP
3140
Carmel Capital Partners
California
– -$205K -553 Closed
SHA
3141
Seneca House Advisors
Virginia
– -$204K -552 Closed
HIM
3142
Harbour Investment Management
Washington
– -$203K -550 Closed
HWMC
3143
Heritage Wealth Management (California)
California
– -$203K -550 Closed
OCPWS
3144
One Charles Private Wealth Services
Massachusetts
– -$203K -550 Closed
WMWM
3145
Wilkins Miller Wealth Management
Alabama
– -$204K -550 Closed
AGC
3146
August Group Capital
– -$202K -548 Closed
CA
3147
COFG Advisors
Illinois
– -$203K -548 Closed
KFG
3148
Kelly Financial Group
Connecticut
– -$202K -547 Closed
TWM
3149
Topsail Wealth Management
North Carolina
– -$202K -546 Closed
ACC
3150
Acorn Creek Capital
Colorado
– -$201K -544 Closed
124 125
126
127 128