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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1926
Dividend Assets Capital
South Carolina
$106K – – –
TAIM
1927
TD Ameritrade Investment Management
Nebraska
$105K -$8.31K -46 -8%
WCMN
1928
Westchester Capital Management (Nebraska)
Nebraska
$105K – – –
PA
1929
PSI Advisors
Florida
$105K +$7.22K +40 +8%
RWM
1930
Raffa Wealth Management
District of Columbia
$102K -$5.42K -30 -5%
DHGWA
1931
Dixon Hughes Goodman Wealth Advisors
North Carolina
$98K – – –
RCG
1932
Rock Creek Group
District of Columbia
$98K +$36.7K +203 +63%
BWM
1933
Baystate Wealth Management
Massachusetts
$96K – – –
RAM
1934
Riggs Asset Management
Pennsylvania
$94K -$4.51K -25 -5%
PP
1935
PrairieView Partners
Minnesota
$94K – – –
SA
1936
SRH Advisors
Kansas
$94K – – –
TF
1937
TimeScale Financial
Massachusetts
$92K +$181 +1 +0.2%
BHWM
1938
Bay Harbor Wealth Management
Maryland
$92K +$1.45K +8 +2%
JAM
1939
JCIC Asset Management
Ontario, Canada
$91K – – –
GGI
1940
Godsey & Gibb Inc
Virginia
$90K +$86.7K +480 New
AA
1941
AlphaMark Advisors
Kentucky
$88K – – –
CAC
1942
Core Alternative Capital
Georgia
$88K +$78.4K +434 +1,276%
PCFFS
1943
Pacific Center for Financial Services
California
$84K -$2.89K -16 -3%
CFG
1944
CKW Financial Group
Hawaii
$84K +$9.03K +50 +13%
BWL
1945
Bogart Wealth LLC
Virginia
$83K -$57.8K -320 -42%
WPA
1946
West Paces Advisors
Georgia
$81.7K -$3.25K -18 -4%
PB
1947
Pinnacle Bancorp
Nebraska
$79K -$3.61K -20 -5%
EWA
1948
EverSource Wealth Advisors
Alabama
$77K +$4.88K +27 +7%
BCFD
1949
Boit C.F. David
$75K – – –
FMB
1950
Field & Main Bank
Kentucky
$75K – – –
76 77
78
79 80