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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2126
Cape Ann Savings Bank
Massachusetts
– -$344K -2,100 Closed
BC
2127
Bridgefront Capital
Texas
– -$340K -2,079 Closed
VAFP
2128
Vahanian & Associates Financial Planning
New York
– -$334K -2,044 Closed
BCM
2129
Bluefin Capital Management
New York
– -$327K -2,000 Closed
CFA
2130
Cahill Financial Advisors
Minnesota
– -$323K -1,976 Closed
MMC
2131
Mizuho Markets Cayman
Cayman Islands
– -$316K -1,931 Closed
IAIM
2132
Industrial Alliance Investment Management
Quebec, Canada
– -$309K -1,891 Closed
KJHP
2133
K.J. Harrison & Partners
Ontario, Canada
– -$282K -1,722 Closed
1WA
2134
180 Wealth Advisors
Washington
– -$272K -1,711 Closed
NRW
2135
Nova R Wealth
Kansas
– -$279K -1,708 Closed
OIA
2136
Optimum Investment Advisors
Illinois
– -$262K -1,600 Closed
MSFS
2137
Main Street Financial Solutions
Pennsylvania
– -$247K -1,512 Closed
BG
2138
Bellevue Group
Switzerland
– -$245K -1,500 Closed
NFG
2139
Norris Financial Group
South Carolina
– -$244K -1,493 Closed
AAM
2140
Autus Asset Management
Arizona
– -$237K -1,450 Closed
JHP
2141
James Hambro & Partners
United Kingdom
– -$225K -1,373 Closed
WHC
2142
Wulff, Hansen & Co
California
– -$224K -1,371 Closed
ER
2143
Enlightenment Research
Florida
– -$224K -1,368 Closed
NPT
2144
Nixon Peabody Trust
Massachusetts
– -$222K -1,356 Closed
ST
2145
Sentinel Trust
Texas
– -$222K -1,355 Closed
PWM
2146
PBMares Wealth Management
Virginia
– -$217K -1,329 Closed
KOC
2147
Koss-Olinger Consulting
Florida
– -$216K -1,319 Closed
AIP
2148
Almanack Investment Partners
Pennsylvania
– -$212K -1,297 Closed
HCM
2149
Highview Capital Management
Illinois
– -$206K -1,257 Closed
CG
2150
Castellan Group
Kentucky
– -$203K -1,240 Closed
84 85
86
87 88