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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1851
Capital Investment Advisory Services
North Carolina
– -$242K -2,004 Closed
SC
1852
Saltoro Capital
Texas
– -$242K -2,000 Closed
DC
1853
Diametric Capital
Massachusetts
– -$242K -1,998 Closed
LWM
1854
Laidlaw Wealth Management
New York
– -$226K -1,871 Closed
B
1855
Brightworth
Georgia
– -$215K -1,781 Closed
XF
1856
XML Financial
Maryland
– -$208K -1,724 Closed
CGA
1857
Crescent Grove Advisors
Illinois
– -$202K -1,667 Closed
PPCM
1858
Pillar Pacific Capital Management
California
– -$200K -1,656 Closed
BWA
1859
Burt Wealth Advisors
Maryland
– -$145K -1,197 Closed
NWA
1860
Navis Wealth Advisors
New York
– -$143K -1,084 Closed
LGA
1861
Lebenthal Global Advisors
New York
– -$115K -959 Closed
BWM
1862
Birchcreek Wealth Management
Ohio
– -$84K -699 Closed
RPWA
1863
Regent Peak Wealth Advisors
Georgia
– -$84K -698 Closed
TPWA
1864
TRUE Private Wealth Advisors
Oregon
– -$80K -669 Closed
KCM
1865
Kathmere Capital Management
Pennsylvania
– -$76K -630 Closed
OPW
1866
Oxler Private Wealth
New York
– -$60K -500 Closed
GWM
1867
Greenhouse Wealth Management
Connecticut
– -$40K -327 Closed
TI
1868
tru Independence
Oregon
– -$34 -278 Closed
BSSFA
1869
Baron Silver Stevens Financial Advisors
Florida
– -$29K -245 Closed
FWM
1870
FSA Wealth Management
Massachusetts
– -$28K -235 Closed
SIAG
1871
Safeguard Investment Advisory Group
California
– -$23K -190 Closed
D
1872
Diversified
Delaware
– -$19K -186 Closed
VCG
1873
Vantage Consulting Group
Virginia
– -$22K -178 Closed
EA
1874
Elm Advisors
California
– -$20K -165 Closed
GC
1875
Grace Capital
Massachusetts
– -$18K -150 Closed
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