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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1926
JCIC Asset Management
Ontario, Canada
$77.5K – – –
AA
1927
AlphaMark Advisors
Kentucky
$77K – – –
DAC
1928
Dividend Assets Capital
South Carolina
$76K – – –
HT
1929
Headlands Technologies
Illinois
$75.9K +$76.3K +460 New
HS
1930
Horan Securities
United States
$75.4K -$829 -5 -1%
BWL
1931
Bogart Wealth LLC
Virginia
$75.1K +$30.2K +182 +67%
RFG
1932
RFP Financial Group
Georgia
$74.6K -$652K -3,931 -90%
CSWM
1933
Cassady Schiller Wealth Management
Ohio
$74.4K – – –
RTC
1934
Riverview Trust Company
Washington
$74.2K – – –
PCFFS
1935
Pacific Center for Financial Services
California
$74.2K +$74.7K +450 New
BHWM
1936
Bay Harbor Wealth Management
Maryland
$73.4K -$8.13K -49 -10%
FFL
1937
Financial Freedom LLC
Ohio
$72.6K – – –
CAL
1938
Capital Advisors Ltd
Ohio
$72K -$100K -603 -58%
C
1939
Covestor
United Kingdom
$70K -$6.3K -38 -8%
SWA
1940
Sutton Wealth Advisors
Florida
$67.5K -$563K -3,395 -89%
GG
1941
Gleason Group
Kentucky
$66.1K +$166 +1 +0.3%
BCFD
1942
Boit C.F. David
$66K – – –
FMB
1943
Field & Main Bank
Kentucky
$66K – – –
AT
1944
Avalon Trust
New Mexico
$65.2K +$65.5K +395 New
POIA
1945
Pin Oak Investment Advisors
Texas
$64K +$64.4K +388 New
CFD
1946
Creative Financial Designs
Indiana
$63K +$2.99K +18 +5%
CP
1947
Castleview Partners
Texas
$63K +$63.4K +382 New
PB
1948
Pinnacle Bancorp
Nebraska
$61K – – –
JFGIW
1949
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K +$35K +211 +137%
RFA
1950
Register Financial Advisors
Georgia
$59.9K -$16.6K -100 -22%
76 77
78
79 80