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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
3126
Eagle Strategies
New York
– -$213K -577 Closed
FC
3127
FCA Corp
Texas
– -$213K -577 Closed
HP
3128
Holistic Planning
Texas
– -$213K -577 Closed
PWM
3129
Paulson Wealth Management
Illinois
– -$213K -575 Closed
SIP
3130
Snowwater Investment Partners
Connecticut
– -$213K -575 Closed
TP
3131
Tranquility Partners
Tennessee
– -$213K -575 Closed
AGC
3132
Aspen Grove Capital
Colorado
– -$212K -574 Closed
HCM
3133
Hutchinson Capital Management
California
– -$212K -574 Closed
LRIC
3134
Long Road Investment Counsel
Michigan
– -$212K -573 Closed
MA
3135
Mezzasalma Advisors
New Jersey
– -$213K -572 Closed
LGG
3136
Luts & Greenleigh Group
Maryland
– -$211K -571 Closed
AC
3137
AWM Capital
Arizona
– -$211K -570 Closed
MSRI
3138
Michael S. Ryan Inc
New York
– -$211K -570 Closed
OAM
3139
Occidental Asset Management
California
– -$211K -570 Closed
SWTS
3140
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$210K -567 Closed
WW
3141
Wright Wealth
Georgia
– -$210K -567 Closed
CPA
3142
Capital Planning Advisors
California
– -$209K -565 Closed
CFC
3143
Coyle Financial Counsel
Illinois
– -$209K -565 Closed
WFA
3144
WestHill Financial Advisors
California
– -$209K -565 Closed
KFS
3145
Kelly Financial Services
Massachusetts
– -$209K -564 Closed
WPP
3146
Whalerock Point Partners
Rhode Island
– -$209K -564 Closed
IF
3147
Intrua Financial
Texas
– -$207K -559 Closed
CWM
3148
Cherrydale Wealth Management
New Jersey
– -$206K -557 Closed
CTI
3149
Community Trust & Investment
Kentucky
– -$206K -557 Closed
TAM
3150
TCP Asset Management
Ohio
– -$206K -557 Closed
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126
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