We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2501
AllSquare Wealth Management
New York
$72.4K – – –
FWM
2502
FSA Wealth Management
Massachusetts
$72.1K – – –
AG
2503
AmeriFlex Group
Nevada
$70K +$63.2K +220 New
FP
2504
Financial Perspectives
Minnesota
$68.5K – – –
HIM
2505
Hillsdale Investment Management
Ontario, Canada
$68.3K +$66.1K +230 New
WCM
2506
Winthrop Capital Management
Indiana
$68K – – –
WAM
2507
WFA Asset Management
Wisconsin
$66.9K +$18.1K +63 +39%
S
2508
Sachetta
Massachusetts
$65.3K +$287 +1 +0.5%
FG
2509
Fairman Group
Pennsylvania
$65.3K – – –
JFA
2510
JNBA Financial Advisors
Minnesota
$63.5K – – –
RWM
2511
Raffa Wealth Management
District of Columbia
$60.7K +$21.3K +74 +57%
JGIA
2512
Jackson Grant Investment Advisers
Connecticut
$60.2K – – –
CCC
2513
Chelsea Counsel Company
California
$59.4K – – –
SA
2514
SRH Advisors
Kansas
$59.4K – – –
TCG
2515
Transcendent Capital Group
Oklahoma
$59.4K – – –
FW
2516
Fairway Wealth
Ohio
$59.4K +$57.5K +200 New
NRWA
2517
North Ridge Wealth Advisors
Oregon
$59.4K +$57.5K +200 New
DF
2518
Dunhill Financial
United Kingdom
$58.5K +$38.5K +134 +213%
WA
2519
Whipplewood Advisors
Colorado
$58.2K +$56.3K +196 New
IFS
2520
Intelligent Financial Strategies
Minnesota
$57.6K – – –
ACA
2521
Atlas Capital Advisors
Wyoming
$57.3K -$21K -73 -27%
AFG
2522
Albion Financial Group
Utah
$57K +$25.6K +89 +86%
WWA
2523
Wingate Wealth Advisors
Massachusetts
$56.4K +$54.6K +190 New
AIP
2524
Arrowpoint Investment Partners
Singapore
$53.4K +$51.7K +180 New
GP
2525
Greenline Partners
New York
$53.4K +$51.7K +180 New
99 100
101
102 103