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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2101
Walkner Condon Financial Advisors
Wisconsin
– -$224K -1,199 Closed
BWA
2102
Burt Wealth Advisors
Maryland
– -$224K -1,197 Closed
DDC
2103
DF Dent & Co
Maryland
– -$222K -1,185 Closed
CCP
2104
Carmel Capital Partners
California
– -$220K -1,175 Closed
MIM
2105
Montgomery Investment Management
Maryland
– -$220K -1,175 Closed
SSCA
2106
South Shore Capital Advisors
Massachusetts
– -$220K -1,175 Closed
LB
2107
Leo Brokerage
Texas
– -$218K -1,166 Closed
CWM
2108
Connecticut Wealth Management
Connecticut
– -$217K -1,160 Closed
GWM
2109
Greenwich Wealth Management
Connecticut
– -$216K -1,156 Closed
NQWM
2110
Northwest Quadrant Wealth Management
Oregon
– -$215K -1,147 Closed
MWAM
2111
Manhattan West Asset Management
California
– -$214K -1,143 Closed
CPA
2112
Capital Planning Advisors
California
– -$213K -1,142 Closed
ACP
2113
Aveo Capital Partners
Colorado
– -$212K -1,136 Closed
EWA
2114
Exencial Wealth Advisors
Oklahoma
– -$212K -1,132 Closed
ACA
2115
Affinity Capital Advisors
California
– -$211K -1,131 Closed
AIM
2116
Axiom Investment Management
New York
– -$211K -1,130 Closed
CL
2117
COWA LLC
Oklahoma
– -$211K -1,129 Closed
DFA
2118
Delta Financial Advisors
Louisiana
– -$210K -1,121 Closed
CCM
2119
Chickasaw Capital Management
Tennessee
– -$207K -1,105 Closed
CIAS
2120
Capital Investment Advisory Services
North Carolina
– -$206K -1,103 Closed
NFG
2121
Nadler Financial Group
Illinois
– -$206K -1,102 Closed
ACA
2122
Ackerman Capital Advisors
Texas
– -$206K -1,101 Closed
NFG
2123
Nations Financial Group
Iowa
– -$206K -1,098 Closed
KCM
2124
Karp Capital Management
California
– -$205K -1,097 Closed
VIM
2125
Vista Investment Management
Pennsylvania
– -$204K -1,093 Closed
83 84
85
86 87