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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2126
Avidian Wealth Enterprises
Texas
– -$351K -2,129 Closed
OWM
2127
OneAscent Wealth Management
Alabama
– -$341K -2,065 Closed
BWP
2128
Balboa Wealth Partners
Arizona
– -$328K -1,986 Closed
SW
2129
Solidarity Wealth
Utah
– -$326K -1,975 Closed
T
2130
TCWP
Ohio
– -$313K -1,897 Closed
LCWP
2131
Legacy Capital Wealth Partners
Arkansas
– -$307K -1,860 Closed
LSIA
2132
LaSalle St. Investment Advisors
Illinois
– -$304K -1,844 Closed
LB
2133
Leo Brokerage
Texas
– -$303K -1,836 Closed
NO
2134
Ninety One
South Africa
– -$296K -1,818 Closed
PAMG
2135
Patton Albertson Miller Group
Tennessee
– -$278K -1,683 Closed
TDC
2136
Thompson Davis & Co
Virginia
– -$277K -1,677 Closed
SPP
2137
Single Point Partners
Massachusetts
– -$276K -1,670 Closed
CGA
2138
Crescent Grove Advisors
Illinois
– -$275K -1,666 Closed
HHGA
2139
Halbert Hargrove Global Advisors
California
– -$273K -1,653 Closed
FFH
2140
Fairfax Financial Holdings
Ontario, Canada
– -$264K -1,600 Closed
NFP
2141
NorthLanding Financial Partners
New York
– -$249K -1,509 Closed
BG
2142
Bahl & Gaynor
Ohio
– -$242K -1,464 Closed
MCCA
2143
Mill Creek Capital Advisors
Pennsylvania
– -$235K -1,425 Closed
PCM
2144
Princeton Capital Management
New Jersey
– -$231K -1,401 Closed
HFRG
2145
Houlihan Financial Resource Group
Virginia
– -$224K -1,357 Closed
USGIU
2146
U.S. Global Investors (USGI)
Texas
– -$223K -1,350 Closed
BAM
2147
Blueshift Asset Management
New Jersey
– -$215K -1,306 Closed
BI
2148
Ballast Inc
Kentucky
– -$212K -1,288 Closed
MCM
2149
Monument Capital Management
Virginia
– -$210K -1,275 Closed
GFP
2150
Gryphon Financial Partners
Ohio
– -$207K -1,256 Closed
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