We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APM
2501
a16z Perennial Management
California
$205K +$196K +616 New
TW
2502
Traveka Wealth
California
$204K +$196K +615 New
BFO
2503
Biltmore Family Office
North Carolina
$204K -$4.13K -13 -2%
IF
2504
Intrua Financial
Texas
$203K -$66.2K -208 -25%
ARG
2505
Advisory Resource Group
Oklahoma
$203K +$194K +610 New
PD
2506
Planning Directions
Pennsylvania
$202K +$194K +610 New
BPW
2507
BLVD Private Wealth
Kentucky
$202K +$194K +609 New
KBFS
2508
Kohmann Bosshard Financial Services
Ohio
$202K +$194K +609 New
TWP
2509
Triad Wealth Partners
Kansas
$202K +$194K +609 New
RW
2510
Regimen Wealth
Georgia
$202K +$193K +607 New
WF
2511
Wayfinding Financial
Washington
$201K +$193K +608 New
KTC
2512
Kentucky Trust Company
Kentucky
$201K – – –
FAM
2513
Fenimore Asset Management
New York
$201K +$192K +605 New
GJWM
2514
Gilliland Jeter Wealth Management
Arkansas
$201K -$68.7K -216 -26%
FAT
2515
First American Trust
California
$200K +$191K +602 New
LC
2516
Lavaca Capital
Texas
$196K -$557K -1,752 -75%
LI
2517
LRI Investments
Florida
$194K -$34K -107 -16%
CFS
2518
CGC Financial Services
Oregon
$193K – – –
SIS
2519
Strategic Investment Solutions
Illinois
$191K -$454K -1,426 -71%
AA
2520
Addison Advisors
Vermont
$189K +$2.86K +9 +2%
WBWA
2521
William B. Walkup & Associates
South Carolina
$188K – – –
FGAM
2522
Financial Gravity Asset Management
Texas
$187K +$179K +563 New
MCI
2523
MRP Capital Investments
Georgia
$186K +$186K +584 New
SC
2524
Stephens Consulting
Michigan
$185K +$12.7K +40 +8%
SSG
2525
Summit Securities Group
New York
$185K +$165K +520 +1,444%
99 100
101
102 103