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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2101
KLCM Advisors
Wisconsin
– -$225K -1,293 Closed
PC
2102
Port Capital
Illinois
– -$223K -1,282 Closed
BCA
2103
Bay Colony Advisors
Massachusetts
– -$223K -1,279 Closed
4WM
2104
4J Wealth Management
Virginia
– -$223K -1,278 Closed
AIA
2105
Angeles Investment Advisors
California
– -$223K -1,278 Closed
PA
2106
Prossimo Advisors
California
– -$222K -1,273 Closed
AFP
2107
Ausdal Financial Partners
Iowa
– -$221K -1,271 Closed
EPP
2108
ETF Portfolio Partners
Kansas
– -$221K -1,269 Closed
MC
2109
Middleton & Co
Massachusetts
– -$221K -1,269 Closed
1WM
2110
1900 Wealth Management
Texas
– -$220K -1,265 Closed
BWFA
2111
Baltimore-Washington Financial Advisors
Maryland
– -$220K -1,262 Closed
WCM
2112
Wedge Capital Management
North Carolina
– -$219K -1,255 Closed
LWA
2113
Lineweaver Wealth Advisors
Ohio
– -$218K -1,254 Closed
PCWA
2114
Pacific Capital Wealth Advisors
California
– -$218K -1,253 Closed
HWA
2115
Heartwood Wealth Advisors
Virginia
– -$218K -1,252 Closed
BIM
2116
Bridges Investment Management
Nebraska
– -$218K -1,250 Closed
PWM
2117
PRW Wealth Management
Massachusetts
– -$219K -1,250 Closed
BSAM
2118
Blue Square Asset Management
New York
– -$216K -1,240 Closed
NSAM
2119
North Star Asset Management
Wisconsin
– -$215K -1,236 Closed
EWA
2120
Encompass Wealth Advisors
Oregon
– -$214K -1,230 Closed
CFO
2121
CVA Family Office
Colorado
– -$214K -1,227 Closed
WMP
2122
Wealth Management Partners
Arizona
– -$212K -1,218 Closed
FCM
2123
Firestone Capital Management
Florida
– -$213K -1,215 Closed
APG
2124
Abacus Planning Group
South Carolina
– -$211K -1,214 Closed
CA
2125
Claro Advisors
Massachusetts
– -$211K -1,212 Closed
83 84
85
86 87