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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
1851
American State Bank (Iowa)
Iowa
$84.2K – – –
BHWM
1852
Beaird Harris Wealth Management
Texas
$83.3K +$12.4K +84 +18%
PMFA
1853
Plante Moran Financial Advisors
Michigan
$83K +$8.74K +59 +12%
PA
1854
PSI Advisors
Florida
$82.9K -$7.56K -51 -8%
WCMN
1855
Westchester Capital Management (Nebraska)
Nebraska
$82.7K – – –
FFA
1856
Farther Finance Advisors
California
$80.9K +$81.2K +548 New
CAC
1857
Core Alternative Capital
Georgia
$80.7K +$11.3K +76 +16%
CWAF
1858
Core Wealth Advisors (Florida)
Florida
$79.9K +$6.52K +44 +9%
SGC
1859
Slocum, Gordon & Co
Rhode Island
$78.8K +$79K +533 New
HWMA
1860
Heritage Wealth Management (Arizona)
Arizona
$78.3K +$44K +297 +127%
CH
1861
Canton Hathaway
Rhode Island
$78K -$148K -1,000 -65%
DAC
1862
Dividend Assets Capital
South Carolina
$76K – – –
BWM
1863
Baystate Wealth Management
Massachusetts
$76K +$148 +1 +0.2%
NMG
1864
New Millennium Group
Utah
$74.8K – – –
ST
1865
Sageworth Trust
Pennsylvania
$74K – – –
BHWM
1866
Bay Harbor Wealth Management
Maryland
$73K -$148 -1 -0.2%
PP
1867
PrairieView Partners
Minnesota
$73K – – –
ETH
1868
Exos TFP Holdings
New York
$71.4K +$71.6K +483 New
CMBA
1869
C.M. Bidwell & Associates
Hawaii
$70.9K – – –
AA
1870
AlphaMark Advisors
Kentucky
$69K – – –
JAM
1871
JCIC Asset Management
Ontario, Canada
$69K – – –
C
1872
Covestor
United Kingdom
$69K +$9.78K +66 +17%
RFA
1873
Register Financial Advisors
Georgia
$68.4K +$68.6K +463 New
HS
1874
Horan Securities
United States
$68.3K +$67.9K +458 +11,450%
CSWM
1875
Cassady Schiller Wealth Management
Ohio
$66.6K +$66.8K +451 New
73 74
75
76 77