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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2101
Axxcess Wealth Management
California
– -$816K -4,946 Closed
BIP
2102
Blueprint Investment Partners
North Carolina
– -$799K -4,841 Closed
DFG
2103
Delta Financial Group
New Jersey
– -$798K -4,841 Closed
GCP
2104
GSA Capital Partners
United Kingdom
– -$711K -4,310 Closed
OFS
2105
OneAscent Financial Services
Alabama
– -$642K -3,895 Closed
SLF
2106
Sun Life Financial
Ontario, Canada
– -$582K -3,540 Closed
ECU
2107
Eisler Capital (US)
New York
– -$543K -3,364 Closed
LCM
2108
Landscape Capital Management
New Jersey
– -$554K -3,357 Closed
OTL
2109
Oak Thistle LLC
New York
– -$550K -3,334 Closed
PGH
2110
Partners Group Holding
Switzerland
– -$536K -3,249 Closed
UAM
2111
UAS Asset Management
New York
– -$523K -3,170 Closed
AWS
2112
Aspen Wealth Strategies
Colorado
– -$506K -3,068 Closed
PCH
2113
PGIM Custom Harvest
New Jersey
– -$488K -2,957 Closed
JWM
2114
Jackson Wealth Management
Florida
– -$487K -2,954 Closed
LIG
2115
Lokken Investment Group
Delaware
– -$463K -2,808 Closed
SSWM
2116
Sheets Smith Wealth Management
North Carolina
– -$448K -2,714 Closed
ASFA
2117
All Season Financial Advisors
Colorado
– -$438K -2,654 Closed
DF
2118
Donoghue Forlines
Massachusetts
– -$433K -2,626 Closed
PCMC
2119
Paragon Capital Management (Colorado)
Colorado
– -$431K -2,612 Closed
KF
2120
Krilogy Financial
Missouri
– -$430K -2,609 Closed
TAM
2121
Titleist Asset Management
Texas
– -$430K -2,606 Closed
XT
2122
XTX Topco
Cayman Islands
– -$422K -2,557 Closed
PTC
2123
Petrus Trust Company
Texas
– -$381K -2,312 Closed
LCM
2124
Laurion Capital Management
New York
– -$360K -2,234 Closed
FFS
2125
Founders Financial Securities
Maryland
– -$362K -2,197 Closed
83 84
85
86 87