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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2101
Radnor Capital Management
Pennsylvania
– -$822K -4,985 Closed
AWM
2102
Axxcess Wealth Management
California
– -$816K -4,946 Closed
BIP
2103
Blueprint Investment Partners
North Carolina
– -$799K -4,841 Closed
DFG
2104
Delta Financial Group
New Jersey
– -$798K -4,841 Closed
GCP
2105
GSA Capital Partners
United Kingdom
– -$711K -4,310 Closed
OFS
2106
OneAscent Financial Services
Alabama
– -$642K -3,895 Closed
SLF
2107
Sun Life Financial
Ontario, Canada
– -$582K -3,540 Closed
ECU
2108
Eisler Capital (US)
New York
– -$543K -3,364 Closed
LCM
2109
Landscape Capital Management
New Jersey
– -$554K -3,357 Closed
OTL
2110
Oak Thistle LLC
New York
– -$550K -3,334 Closed
PGH
2111
Partners Group Holding
Switzerland
– -$536K -3,249 Closed
UAM
2112
UAS Asset Management
New York
– -$523K -3,170 Closed
AWS
2113
Aspen Wealth Strategies
Colorado
– -$506K -3,068 Closed
PCH
2114
PGIM Custom Harvest
New Jersey
– -$488K -2,957 Closed
JWM
2115
Jackson Wealth Management
Florida
– -$487K -2,954 Closed
LIG
2116
Lokken Investment Group
Delaware
– -$463K -2,808 Closed
SSWM
2117
Sheets Smith Wealth Management
North Carolina
– -$448K -2,714 Closed
ASFA
2118
All Season Financial Advisors
Colorado
– -$438K -2,654 Closed
DF
2119
Donoghue Forlines
Massachusetts
– -$433K -2,626 Closed
PCMC
2120
Paragon Capital Management (Colorado)
Colorado
– -$431K -2,612 Closed
KF
2121
Krilogy Financial
Missouri
– -$430K -2,609 Closed
TAM
2122
Titleist Asset Management
Texas
– -$430K -2,606 Closed
XT
2123
XTX Topco
Cayman Islands
– -$422K -2,557 Closed
PTC
2124
Petrus Trust Company
Texas
– -$381K -2,312 Closed
LCM
2125
Laurion Capital Management
New York
– -$360K -2,234 Closed
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85
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