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ícone de AXP

American Express

Nome Posição Valor negociado Ações
Variação
Variação na
participação
PMSA
2026
Patrick M. Sweeney & Associates
Illinois
US$ 512 mil +US$ 36,8 mil +115 +8%
WFI
2027
West Family Investments
California
US$ 510 mil +US$ 12,8 mil +40 +3%
CSM Advisors
2028
CSM Advisors
Pennsylvania
US$ 510 mil +US$ 2,24 mil +7 +0,5%
Fukoku Mutual Life Insurance
2029
Fukoku Mutual Life Insurance
Japan
US$ 509 mil – – –
HWMO
2030
Heritage Wealth Management (Ohio)
Ohio
US$ 508 mil -US$ 5,12 mil -16 -1%
WA1
2031
Wimmer Associates 1
California
US$ 507 mil – – –
Annis Gardner Whiting Capital Advisors
2032
Annis Gardner Whiting Capital Advisors
Florida
US$ 506 mil +US$ 141 mil +439 +41%
Liberty Wealth Management
2033
Liberty Wealth Management
California
US$ 506 mil – – –
Greenspring Advisors
2034
Greenspring Advisors
Maryland
US$ 506 mil +US$ 40,7 mil +127 +9%
OPA
2035
Old Port Advisors
Maine
US$ 505 mil +US$ 46,7 mil +146 +11%
Aire Advisors
2036
Aire Advisors
California
US$ 505 mil – – –
SWR
2037
Spahn Wealth & Retirement
Arizona
US$ 503 mil – – –
Hamilton Capital
2038
Hamilton Capital
Ohio
US$ 503 mil +US$ 128 mil +400 +37%
FC
2039
FORA Capital
Florida
US$ 503 mil -US$ 4,04 mi -12.626 -89%
SFWC
2040
Strategic Family Wealth Counselors
New Jersey
US$ 502 mil -US$ 57,6 mil -180 -11%
LC
2041
LCNB Corp
Ohio
US$ 502 mil +US$ 3,2 mil +10 +0,7%
EWM
2042
Elmwood Wealth Management
California
US$ 501 mil +US$ 255 mil +797 +116%
Physician Wealth Advisors
2043
Physician Wealth Advisors
Utah
US$ 500 mil +US$ 320 +1 +0,1%
Versant Capital Management
2044
Versant Capital Management
Arizona
US$ 500 mil -US$ 73,3 mil -229 -13%
First Business Financial Services
2045
First Business Financial Services
Wisconsin
US$ 499 mil +US$ 961 +3 +0,2%
5NPW
2046
55 North Private Wealth
Florida
US$ 499 mil +US$ 8 mil +25 +2%
SH
2047
SLT Holdings
Arizona
US$ 499 mil +US$ 34,3 mil +107 +8%
Eagle Strategies
2048
Eagle Strategies
New York
US$ 495 mil +US$ 469 mil +1.464 Nova
Centaurus Financial
2049
Centaurus Financial
California
US$ 494 mil -US$ 64,4 mil -201 -12%
Barton Investment Management
2050
Barton Investment Management
Pennsylvania
US$ 494 mil -US$ 20,8 mil -65 -4%