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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1926
Riverview Trust Company
Washington
$78.4K – – –
HS
1927
Horan Securities
United States
$76.7K -$2.74K -17 -4%
FFL
1928
Financial Freedom LLC
Ohio
$76.6K – – –
HIM
1929
Hillsdale Investment Management
Ontario, Canada
$74.6K -$35.5K -220 -34%
BHWM
1930
Bay Harbor Wealth Management
Maryland
$72.3K -$4.84K -30 -7%
JFGIW
1931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.6K +$6.45K +40 +11%
GG
1932
Gleason Group
Kentucky
$70.1K +$161 +1 +0.2%
BCFD
1933
Boit C.F. David
$69.7K – – –
FMB
1934
Field & Main Bank
Kentucky
$69.7K – – –
SWA
1935
Sutton Wealth Advisors
Florida
$68.5K -$2.58K -16 -4%
POIA
1936
Pin Oak Investment Advisors
Texas
$68K – – –
CFD
1937
Creative Financial Designs
Indiana
$66.6K – – –
CP
1938
Castleview Partners
Texas
$66.5K – – –
IWMWV
1939
Ironwood Wealth Management (West Virginia)
West Virginia
$64.4K – – –
TC
1940
Tacita Capital
Ontario, Canada
$63K – – –
NIC
1941
Northwest Investment Counselors
Oregon
$62.9K – – –
LF
1942
Lee Financial
Texas
$62.4K – – –
RAM
1943
Riggs Asset Management
Pennsylvania
$61.1K +$161 +1 +0.3%
HCM
1944
Highlander Capital Management
New Jersey
$61K – – –
SIS
1945
Sound Income Strategies
Florida
$60.4K – – –
PB
1946
Pinnacle Bancorp
Nebraska
$59.2K -$4.84K -30 -8%
RDFA
1947
Ritter Daniher Financial Advisory
Ohio
$56.6K – – –
BIA
1948
Bell Investment Advisors
California
$55.2K +$1.29K +8 +3%
TFP
1949
Tilia Fiduciary Partners
North Carolina
$52.3K – – –
WOSD
1950
WFA of San Diego
California
$52.1K +$48.2K +299 New
76 77
78
79 80