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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1626
Catalyst Capital Advisors
New York
– -$461K -3,700 Closed
ESB
1627
Essex Savings Bank
Connecticut
– -$447K -3,587 Closed
TSS
1628
Two Sigma Securities
New York
– -$413K -3,549 Closed
OL
1629
Optas LLC
Texas
– -$427K -3,439 Closed
ACA
1630
Affinity Capital Advisors
California
– -$425K -3,416 Closed
9WM
1631
9258 Wealth Management
Ohio
– -$416K -3,340 Closed
MWM
1632
Meridian Wealth Management
Kentucky
– -$388K -3,123 Closed
ACA
1633
Ackerman Capital Advisors
Texas
– -$373K -3,000 Closed
FFA
1634
First Foundation Advisors
California
– -$353K -2,832 Closed
PA
1635
PSI Advisors
Florida
– -$348K -2,800 Closed
PCMC
1636
Paragon Capital Management (Colorado)
Colorado
– -$339K -2,726 Closed
TYCC
1637
Texas Yale Capital Corp
Florida
– -$337K -2,704 Closed
BG
1638
Bahl & Gaynor
Ohio
– -$336K -2,701 Closed
BOPW
1639
Brandywine Oak Private Wealth
Pennsylvania
– -$332K -2,674 Closed
IAN
1640
Integrated Advisors Network
Texas
– -$329K -2,639 Closed
AA
1641
Advisory Alpha
Michigan
– -$325K -2,530 Closed
AWM
1642
Argent Wealth Management
Massachusetts
– -$307K -2,462 Closed
RCM
1643
RB Capital Management
Nevada
– -$306K -2,459 Closed
JA
1644
JOYN Advisors
Georgia
– -$305K -2,453 Closed
VWM
1645
Valley Wealth Managers
New Jersey
– -$303K -2,439 Closed
PA
1646
Probity Advisors
Texas
– -$303K -2,432 Closed
MC
1647
Montag & Caldwell
Georgia
– -$299K -2,400 Closed
CIP
1648
Convergence Investment Partners
Florida
– -$296K -2,379 Closed
KLI
1649
Kelman-Lazarov Inc
Tennessee
– -$296K -2,375 Closed
IWP
1650
Icon Wealth Partners
Texas
– -$295K -2,372 Closed
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