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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1401
Braun-Bostich & Associates
Pennsylvania
$12K – – –
HR
1402
Howe & Rusling
New York
$11K – – –
SCA
1403
Stuart Chaussee & Associates
California
$10K – – –
TWMP
1404
Taylor Wealth Management Partners
Massachusetts
$10K – – –
ME
1405
McIlrath & Eck
Washington
$9K – – –
TJHA
1406
Thomas J. Herzfeld Advisors
Florida
$9K – – –
POIA
1407
Pin Oak Investment Advisors
Texas
$8K – – –
LWA
1408
Lenox Wealth Advisors
New York
$8K +$1.38K +14 +20%
KL
1409
KWMG LLC
Kansas
$8K +$8.06K +82 New
PMG
1410
ProVise Management Group
Florida
$7.08K -$112K -1,139 -2%
OSNBOA
1411
Old Second National Bank of Aurora
Illinois
$7K – – –
CFC
1412
Coyle Financial Counsel
Illinois
$7K +$6.68K +68 New
OWA
1413
One Wealth Advisors
California
$7K +$6.88K +70 New
BCP
1414
Blackhawk Capital Partners
Wisconsin
$6K – – –
CFD
1415
Creative Financial Designs
Indiana
$6K – – –
QAM
1416
QCI Asset Management
New York
$6K – – –
EIP
1417
Epoch Investment Partners
New York
$5.13K +$18.2K +185 +0.4%
TVWM
1418
Tower View Wealth Management
Wisconsin
$5K +$4.52K +46 New
HCM
1419
Horrell Capital Management
Arkansas
$4K – – –
TFA
1420
Transamerica Financial Advisors
Florida
$3K -$7.57K -77 -73%
LWA
1421
Lowe Wealth Advisors
Maryland
$2K – – –
MWM
1422
MinichMacGregor Wealth Management
New York
$2K – – –
TAIM
1423
TD Ameritrade Investment Management
Nebraska
$2K +$1.57K +16 New
NA
1424
NewEdge Advisors
Louisiana
$793 +$45.9K +467 +6%
EMG
1425
ETF Managers Group
New Jersey
$64 +$3.12M +31,710 +17%
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