We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SPF
2551
South Plains Financial
Texas
$262K – – –
AFA
2552
American Financial Advisors
Georgia
$261K +$716 +2 +0.3%
PFG
2553
Pinnacle Financial Group
Illinois
$260K +$10.7K +30 +4%
MAG
2554
M3 Advisory Group
Massachusetts
$260K +$358 +1 +0.1%
CCFM
2555
Clear Creek Financial Management
Washington
$260K +$252K +704 New
CA
2556
Claris Advisors
Missouri
$259K +$21.1K +59 +9%
CFS
2557
Commonwealth Financial Services
West Virginia
$259K +$13.6K +38 +6%
BMCM
2558
Burns Matteson Capital Management
New York
$259K – – –
CCWM
2559
Correct Capital Wealth Management
Missouri
$259K – – –
TWA
2560
Talisman Wealth Advisors
New Jersey
$259K +$5.37K +15 +2%
PCM
2561
Pointe Capital Management
Michigan
$259K – – –
EC
2562
EdgeRock Capital
Colorado
$258K +$11.1K +31 +5%
GCA
2563
Gradient Capital Advisors
California
$257K +$358 +1 +0.1%
LB
2564
Legacy Bridge
Iowa
$257K +$19.7K +55 +9%
OWA
2565
Octavia Wealth Advisors
Ohio
$257K -$131K -366 -34%
RIS
2566
Retirement Income Solutions
Michigan
$257K -$3.58K -10 -1%
CCM
2567
Chickasaw Capital Management
Tennessee
$257K +$19.3K +54 +8%
HA
2568
Hofer & Associates
California
$257K – – –
Twin Tree Management
2569
Twin Tree Management
Texas
$257K -$330K -921 -57%
SFS
2570
Stiles Financial Services
Minnesota
$256K +$358 +1 +0.1%
PWP
2571
Ponta Wealth Partners
Florida
$256K +$248K +692 New
NWA
2572
New World Advisors
Massachusetts
$256K +$247K +691 New
FMTCOCP
2573
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K – – –
PVAMC
2574
PPS&V Asset Management Consultants
Michigan
$255K -$3.58K -10 -1%
SWGC
2575
Summit Wealth Group (Colorado)
Colorado
$254K +$246K +687 New