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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1726
Baldwin Investment Management
Pennsylvania
– -$219K -1,760 Closed
DBIA
1727
Dumont & Blake Investment Advisors
New Jersey
– -$219K -1,760 Closed
MFW
1728
Mosaic Family Wealth
Missouri
– -$219K -1,760 Closed
RP
1729
Riverbridge Partners
Minnesota
– -$218K -1,750 Closed
APP
1730
Avantax Planning Partners
Iowa
– -$216K -1,733 Closed
HZ
1731
Hixon Zuercher
Ohio
– -$215K -1,726 Closed
GSBTD
1732
Glenview State Bank Trust Department
Illinois
– -$213K -1,710 Closed
KCM
1733
Kornitzer Capital Management
Kansas
– -$211K -1,697 Closed
GIA
1734
Gladstone Institutional Advisory
Florida
– -$211K -1,694 Closed
CRCM
1735
Corbett Road Capital Management
Virginia
– -$210K -1,690 Closed
NFG
1736
Nadler Financial Group
Illinois
– -$210K -1,689 Closed
DA
1737
Duality Advisers
Florida
– -$210K -1,688 Closed
MIM
1738
Montgomery Investment Management
Maryland
– -$210K -1,686 Closed
RZH
1739
Relyea Zuckerberg Hanson
Connecticut
– -$210K -1,683 Closed
VC
1740
Vicus Capital
Pennsylvania
– -$209K -1,678 Closed
FI
1741
FormulaFolio Investments
Michigan
– -$208K -1,673 Closed
GVAG
1742
Great Valley Advisor Group
Delaware
– -$208K -1,671 Closed
EA
1743
Emerald Advisors
Washington
– -$218K -1,669 Closed
ICP
1744
Ironvine Capital Partners
Nebraska
– -$207K -1,664 Closed
TIA
1745
Traphagen Investment Advisors
New Jersey
– -$207K -1,662 Closed
FA
1746
Fagan Associates
New York
– -$207K -1,660 Closed
ISWM
1747
Independent Solutions Wealth Management
New York
– -$206K -1,655 Closed
AWM
1748
Aevitas Wealth Management
Massachusetts
– -$205K -1,645 Closed
MBTD
1749
Mechanics Bank - Trust Department
California
– -$204K -1,641 Closed
SLT
1750
St Louis Trust
Missouri
– -$204K -1,640 Closed
68 69
70
71 72