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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2026
Echo45 Advisors
California
– -$356K -1,906 Closed
MA
2027
MJP Associates
Connecticut
– -$354K -1,894 Closed
ED
2028
Exane Derivatives
France
– -$352K -1,880 Closed
FM
2029
Foster & Motley
Ohio
– -$337K -1,800 Closed
MFG
2030
Menard Financial Group
Texas
– -$334K -1,788 Closed
MS
2031
Madden Securities
Texas
– -$318K -1,700 Closed
SWA
2032
SFMG Wealth Advisors
Texas
– -$302K -1,613 Closed
MAC
2033
Mason & Associates (California)
California
– -$296K -1,585 Closed
BFG
2034
Bouchey Financial Group
New York
– -$291K -1,556 Closed
BCCM
2035
Bridge Creek Capital Management
Massachusetts
– -$287K -1,537 Closed
SOS
2036
Silver Oak Securities
Tennessee
– -$282K -1,533 Closed
TWP
2037
Tempus Wealth Planning
California
– -$281K -1,502 Closed
KIC
2038
Keating Investment Counselors
Florida
– -$281K -1,500 Closed
BCA
2039
Bay Colony Advisors
Massachusetts
– -$278K -1,486 Closed
VCM
2040
Virtue Capital Management
Tennessee
– -$277K -1,480 Closed
BCM
2041
BlueCrest Capital Management
Jersey
– -$277K -1,479 Closed
PCP
2042
Proficio Capital Partners
Massachusetts
– -$275K -1,473 Closed
AWA
2043
Amplius Wealth Advisors
Pennsylvania
– -$273K -1,463 Closed
LFA
2044
Legacy Financial Advisors
Kentucky
– -$274K -1,463 Closed
ECAM
2045
East Coast Asset Management
Massachusetts
– -$270K -1,442 Closed
CAMG
2046
CWA Asset Management Group
Florida
– -$268K -1,431 Closed
UBV
2047
United Bank (Virginia)
Virginia
– -$268K -1,430 Closed
BBNA
2048
Bremer Bank National Association
Minnesota
– -$264K -1,415 Closed
EHAM
2049
Eagle Harbor Asset Management
Washington
– -$265K -1,415 Closed
EWM
2050
EPG Wealth Management
Georgia
– -$262K -1,402 Closed
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