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ícone de AXP

American Express
AXP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
IW
2951
Imprint Wealth
South Carolina
US$ 11,8 mil – – –
PSFG
2952
Park Square Financial Group
Georgia
US$ 11,5 mil -US$ 6,4 mil -20 -37%
KCM
2953
Key Capital Management
Tennessee
US$ 11,5 mil -US$ 3,52 mil -11 -24%
GIM
2954
Gold Investment Management
Alberta, Canada
US$ 11,2 mil – – –
KPP
2955
Kings Path Partners
Texas
US$ 11,2 mil +US$ 10,6 mil +33 Nova
HWM
2956
HighMark Wealth Management
Minnesota
US$ 10,8 mil – – –
CJ
2957
Caitlin John
Michigan
US$ 10,7 mil – – –
PS
2958
Planning Strategies
Pennsylvania
US$ 10,5 mil +US$ 9,9 mil +31 Nova
OA
2959
Operose Advisors
Wisconsin
US$ 10,1 mil -US$ 18,6 mil -58 -66%
TS Financial Group (TSFG)
2960
TS Financial Group (TSFG)
Illinois
US$ 10 mil – – –
KSB
2961
Kennebec Savings Bank
Maine
US$ 9,8 mil – – –
DCM
2962
Davis Capital Management
Florida
US$ 9,8 mil +US$ 2,88 mil +9 +45%
Financial Gravity Companies
2963
Financial Gravity Companies
Texas
US$ 9,8 mil +US$ 9,28 mil +29 Nova
Halbert Hargrove Global Advisors
2964
Halbert Hargrove Global Advisors
California
US$ 9,6 mil – – –
Proffitt & Goodson
2965
Proffitt & Goodson
Tennessee
US$ 9,47 mil – – –
LFA
2966
LGT Financial Advisors
Texas
US$ 9,13 mil – – –
RWS
2967
Retirement Wealth Solutions
Wisconsin
US$ 9,13 mil +US$ 7,36 mil +23 +575%
CWP
2968
Clark Wealth Partners
Illinois
US$ 8,8 mil +US$ 8,32 mil +26 Nova
HIA
2969
HFM Investment Advisors
New Jersey
US$ 8,46 mil +US$ 4,48 mil +14 +127%
IFS
2970
Intelligent Financial Strategies
Minnesota
US$ 8,46 mil – – –
Atwood & Palmer
2971
Atwood & Palmer
Missouri
US$ 7,78 mil – – –
HAP
2972
Harbor Asset Planning
Massachusetts
US$ 7,44 mil – – –
LIA
2973
Luken Investment Analytics
Tennessee
US$ 7,44 mil – – –
MSFP
2974
Mark Sheptoff Financial Planning
Connecticut
US$ 7,1 mil – – –
MAS
2975
MPWM Advisory Solutions
Georgia
US$ 7,1 mil – – –
117 118
119
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