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icono de AXP

American Express
AXP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IW
2951
Imprint Wealth
South Carolina
USD 11.8 k – – –
PSFG
2952
Park Square Financial Group
Georgia
USD 11.5 k -USD 6.4 k -20 -37%
KCM
2953
Key Capital Management
Tennessee
USD 11.5 k -USD 3.52 k -11 -24%
GIM
2954
Gold Investment Management
Alberta, Canada
USD 11.2 k – – –
KPP
2955
Kings Path Partners
Texas
USD 11.2 k +USD 10.6 k +33 Nuevas
HWM
2956
HighMark Wealth Management
Minnesota
USD 10.8 k – – –
CJ
2957
Caitlin John
Michigan
USD 10.7 k – – –
PS
2958
Planning Strategies
Pennsylvania
USD 10.5 k +USD 9.9 k +31 Nuevas
OA
2959
Operose Advisors
Wisconsin
USD 10.1 k -USD 18.6 k -58 -66%
TS Financial Group (TSFG)
2960
TS Financial Group (TSFG)
Illinois
USD 10 k – – –
KSB
2961
Kennebec Savings Bank
Maine
USD 9.8 k – – –
DCM
2962
Davis Capital Management
Florida
USD 9.8 k +USD 2.88 k +9 +45%
Financial Gravity Companies
2963
Financial Gravity Companies
Texas
USD 9.8 k +USD 9.28 k +29 Nuevas
Halbert Hargrove Global Advisors
2964
Halbert Hargrove Global Advisors
California
USD 9.6 k – – –
Proffitt & Goodson
2965
Proffitt & Goodson
Tennessee
USD 9.47 k – – –
LFA
2966
LGT Financial Advisors
Texas
USD 9.13 k – – –
RWS
2967
Retirement Wealth Solutions
Wisconsin
USD 9.13 k +USD 7.36 k +23 +575%
CWP
2968
Clark Wealth Partners
Illinois
USD 8.8 k +USD 8.32 k +26 Nuevas
HIA
2969
HFM Investment Advisors
New Jersey
USD 8.46 k +USD 4.48 k +14 +127%
IFS
2970
Intelligent Financial Strategies
Minnesota
USD 8.46 k – – –
Atwood & Palmer
2971
Atwood & Palmer
Missouri
USD 7.78 k – – –
HAP
2972
Harbor Asset Planning
Massachusetts
USD 7.44 k – – –
LIA
2973
Luken Investment Analytics
Tennessee
USD 7.44 k – – –
MSFP
2974
Mark Sheptoff Financial Planning
Connecticut
USD 7.1 k – – –
MAS
2975
MPWM Advisory Solutions
Georgia
USD 7.1 k – – –
117 118
119
120 121