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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
2051
17 Capital Partners
Arizona
– -$262K -1,400 Closed
MC
2052
Middleton & Co
Massachusetts
– -$262K -1,400 Closed
TA
2053
TrueWealth Advisors
Alabama
– -$229K -1,399 Closed
PWM
2054
PRW Wealth Management
Massachusetts
– -$258K -1,380 Closed
CWM
2055
Centric Wealth Management
Illinois
– -$257K -1,372 Closed
EWM
2056
Edge Wealth Management
New York
– -$256K -1,371 Closed
SDAM
2057
Shulman DeMeo Asset Management
New York
– -$256K -1,371 Closed
CWAG
2058
Compton Wealth Advisory Group
Virginia
– -$256K -1,367 Closed
LPT
2059
Legacy Private Trust
Wisconsin
– -$255K -1,365 Closed
CA
2060
Calton & Associates
Florida
– -$253K -1,357 Closed
JWBC
2061
J.W. Burns & Co
New York
– -$253K -1,353 Closed
CGA
2062
Crescent Grove Advisors
Illinois
– -$253K -1,352 Closed
CAM
2063
Cozad Asset Management
Illinois
– -$252K -1,350 Closed
RFA
2064
RTD Financial Advisors
Pennsylvania
– -$252K -1,349 Closed
LGA
2065
Lebenthal Global Advisors
New York
– -$250K -1,342 Closed
MMHP
2066
Murphy Middleton Hinkle & Parker
Georgia
– -$251K -1,341 Closed
SS
2067
Sunbelt Securities
Texas
– -$254K -1,339 Closed
BFG
2068
Berger Financial Group
Minnesota
– -$250K -1,336 Closed
PIA
2069
Perennial Investment Advisors
California
– -$253K -1,332 Closed
LAM
2070
L2 Asset Management
Massachusetts
– -$248K -1,327 Closed
BIM
2071
Bridges Investment Management
Nebraska
– -$247K -1,321 Closed
SAM
2072
Summit Asset Management
Tennessee
– -$246K -1,315 Closed
AO
2073
Advisor OS
Illinois
– -$246K -1,314 Closed
RF
2074
Rollins Financial
Georgia
– -$245K -1,310 Closed
HHGA
2075
Halbert Hargrove Global Advisors
California
– -$244K -1,306 Closed
81 82
83
84 85