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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1801
Plante Moran Financial Advisors
Michigan
$68K +$15.1K +100 +25%
ST
1802
Sageworth Trust
Pennsylvania
$67K -$229K -1,510 -75%
PAI
1803
Pittenger & Anderson Inc
Nebraska
$67K – – –
PP
1804
PrairieView Partners
Minnesota
$67K – – –
BHWM
1805
Bay Harbor Wealth Management
Maryland
$67K +$303 +2 +0.4%
CWAF
1806
Core Wealth Advisors (Florida)
Florida
$67K +$74.2K +490 +7,000%
BHWM
1807
Beaird Harris Wealth Management
Texas
$65K +$151 +1 +0.2%
CMBA
1808
C.M. Bidwell & Associates
Hawaii
$65K +$72.7K +480 New
AA
1809
AlphaMark Advisors
Kentucky
$63K – – –
CAC
1810
Core Alternative Capital
Georgia
$63K +$3.33K +22 +5%
PCFFS
1811
Pacific Center for Financial Services
California
$61K – – –
PB
1812
Pinnacle Bancorp
Nebraska
$57K – – –
WPA
1813
West Paces Advisors
Georgia
$56.8K – – –
TF
1814
TimeScale Financial
Massachusetts
$55K +$151 +1 +0.2%
WIM
1815
Westside Investment Management
California
$54K – – –
FMB
1816
Field & Main Bank
Kentucky
$54K -$3.48K -23 -5%
GG
1817
Gleason Group
Kentucky
$54K +$303 +2 +0.5%
BCFD
1818
Boit C.F. David
$54K +$60.5K +400 New
C
1819
Covestor
United Kingdom
$53K -$56.3K -372 -48%
AIP
1820
Almanack Investment Partners
Pennsylvania
$53K +$59.8K +395 New
CP
1821
Castleview Partners
Texas
$52K -$87K -575 -60%
IWMWV
1822
Ironwood Wealth Management (West Virginia)
West Virginia
$52K – – –
CFD
1823
Creative Financial Designs
Indiana
$50K – – –
NIC
1824
Northwest Investment Counselors
Oregon
$49K – – –
TC
1825
Tacita Capital
Ontario, Canada
$49K – – –
71 72
73
74 75