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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
2126
Founders Financial Securities
Maryland
– -$362K -2,197 Closed
AWE
2127
Avidian Wealth Enterprises
Texas
– -$351K -2,129 Closed
OWM
2128
OneAscent Wealth Management
Alabama
– -$341K -2,065 Closed
BWP
2129
Balboa Wealth Partners
Arizona
– -$328K -1,986 Closed
SW
2130
Solidarity Wealth
Utah
– -$326K -1,975 Closed
T
2131
TCWP
Ohio
– -$313K -1,897 Closed
LCWP
2132
Legacy Capital Wealth Partners
Arkansas
– -$307K -1,860 Closed
LSIA
2133
LaSalle St. Investment Advisors
Illinois
– -$304K -1,844 Closed
LB
2134
Leo Brokerage
Texas
– -$303K -1,836 Closed
NO
2135
Ninety One
South Africa
– -$296K -1,818 Closed
PAMG
2136
Patton Albertson Miller Group
Tennessee
– -$278K -1,683 Closed
TDC
2137
Thompson Davis & Co
Virginia
– -$277K -1,677 Closed
SPP
2138
Single Point Partners
Massachusetts
– -$276K -1,670 Closed
CGA
2139
Crescent Grove Advisors
Illinois
– -$275K -1,666 Closed
HHGA
2140
Halbert Hargrove Global Advisors
California
– -$273K -1,653 Closed
FFH
2141
Fairfax Financial Holdings
Ontario, Canada
– -$264K -1,600 Closed
NFP
2142
NorthLanding Financial Partners
New York
– -$249K -1,509 Closed
BG
2143
Bahl & Gaynor
Ohio
– -$242K -1,464 Closed
MCCA
2144
Mill Creek Capital Advisors
Pennsylvania
– -$235K -1,425 Closed
PCM
2145
Princeton Capital Management
New Jersey
– -$231K -1,401 Closed
HFRG
2146
Houlihan Financial Resource Group
Virginia
– -$224K -1,357 Closed
USGIU
2147
U.S. Global Investors (USGI)
Texas
– -$223K -1,350 Closed
BAM
2148
Blueshift Asset Management
New Jersey
– -$215K -1,306 Closed
BI
2149
Ballast Inc
Kentucky
– -$212K -1,288 Closed
MCM
2150
Monument Capital Management
Virginia
– -$210K -1,275 Closed
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