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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1876
Pacific Center for Financial Services
California
$76K – – –
CSWM
1877
Cassady Schiller Wealth Management
Ohio
$76K +$78.8K +462 New
SCM
1878
Sirios Capital Management
Massachusetts
$75K – – –
WPA
1879
West Paces Advisors
Georgia
$74.4K +$3.07K +18 +4%
PB
1880
Pinnacle Bancorp
Nebraska
$72K -$13.6K -80 -15%
CFG
1881
CKW Financial Group
Hawaii
$70K -$49.5K -290 -42%
IAG
1882
Investmark Advisory Group
Connecticut
$67K +$70.4K +413 New
NFSG
1883
Newbridge Financial Services Group
Florida
$66K +$34.1K +200 +100%
WIM
1884
Westside Investment Management
California
$65.5K – – –
BCFD
1885
Boit C.F. David
$65K – – –
FMB
1886
Field & Main Bank
Kentucky
$65K – – –
GG
1887
Gleason Group
Kentucky
$65K +$171 +1 +0.3%
EWM
1888
Edge Wealth Management
New York
$63K +$171 +1 +0.3%
EWA
1889
EverSource Wealth Advisors
Alabama
$63K +$65.5K +384 New
IWMWV
1890
Ironwood Wealth Management (West Virginia)
West Virginia
$62K – – –
HCM
1891
Highlander Capital Management
New Jersey
$61K -$63.9K -375 -50%
CFD
1892
Creative Financial Designs
Indiana
$61K – – –
LF
1893
Lee Financial
Texas
$60K -$17.1K -100 -21%
TC
1894
Tacita Capital
Ontario, Canada
$59K +$44.3K +260 +260%
ONST
1895
Old North State Trust
North Carolina
$58K +$58.8K +345 +3,450%
EPM
1896
Equitec Proprietary Markets
Illinois
$58K +$60.5K +355 New
NIC
1897
Northwest Investment Counselors
Oregon
$56K +$58.1K +341 New
FA
1898
Financial Advantage
Maryland
$55K – – –
FCG
1899
Financial Connections Group
California
$54K +$57K +334 New
RCG
1900
Rock Creek Group
District of Columbia
$53K -$10.4K -61 -16%
74 75
76
77 78