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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1926
Beaird Harris Wealth Management
Texas
$79.2K -$13.9K -84 -15%
JAM
1927
JCIC Asset Management
Ontario, Canada
$77.5K – – –
AA
1928
AlphaMark Advisors
Kentucky
$77K – – –
DAC
1929
Dividend Assets Capital
South Carolina
$76K – – –
HT
1930
Headlands Technologies
Illinois
$75.9K +$76.3K +460 New
HS
1931
Horan Securities
United States
$75.4K -$829 -5 -1%
BWL
1932
Bogart Wealth LLC
Virginia
$75.1K +$30.2K +182 +67%
RFG
1933
RFP Financial Group
Georgia
$74.6K -$652K -3,931 -90%
CSWM
1934
Cassady Schiller Wealth Management
Ohio
$74.4K – – –
RTC
1935
Riverview Trust Company
Washington
$74.2K – – –
PCFFS
1936
Pacific Center for Financial Services
California
$74.2K +$74.7K +450 New
BHWM
1937
Bay Harbor Wealth Management
Maryland
$73.4K -$8.13K -49 -10%
FFL
1938
Financial Freedom LLC
Ohio
$72.6K – – –
CAL
1939
Capital Advisors Ltd
Ohio
$72K -$100K -603 -58%
C
1940
Covestor
United Kingdom
$70K -$6.3K -38 -8%
SWA
1941
Sutton Wealth Advisors
Florida
$67.5K -$563K -3,395 -89%
GG
1942
Gleason Group
Kentucky
$66.1K +$166 +1 +0.3%
BCFD
1943
Boit C.F. David
$66K – – –
FMB
1944
Field & Main Bank
Kentucky
$66K – – –
AT
1945
Avalon Trust
New Mexico
$65.2K +$65.5K +395 New
POIA
1946
Pin Oak Investment Advisors
Texas
$64K +$64.4K +388 New
GCWM
1947
Graham Capital Wealth Management
District of Columbia
$63.8K +$64.2K +387 New
CFD
1948
Creative Financial Designs
Indiana
$63K +$2.99K +18 +5%
CP
1949
Castleview Partners
Texas
$63K +$63.4K +382 New
PB
1950
Pinnacle Bancorp
Nebraska
$61K – – –
76 77
78
79 80