We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2726
Benchmark Financial Wealth Advisors
Florida
$201K +$190K +593 New
MAG
2727
M3 Advisory Group
Massachusetts
$200K -$32.7K -102 -15%
JWM
2728
JPL Wealth Management
Colorado
$198K +$29.5K +92 +19%
SWIM
2729
Smallwood Wealth Investment Management
New Jersey
$198K +$16K +50 +9%
CFS
2730
CGC Financial Services
Oregon
$197K – – –
WAU
2731
Wellington-Altus USA
Manitoba, Canada
$196K -$35.2K -110 -15%
SIS
2732
Strategic Investment Solutions
Illinois
$196K +$961 +3 +0.5%
TCA
2733
Trifecta Capital Advisors
Illinois
$195K +$320 +1 +0.2%
RFG
2734
REAP Financial Group
Texas
$194K -$961 -3 -0.5%
KFA
2735
Kelleher Financial Advisors
New York
$191K +$51.2K +160 +40%
MAFA
2736
MJT & Associates Financial Advisory
Minnesota
$187K +$3.52K +11 +2%
CIA
2737
Cape Investment Advisory
Georgia
$187K -$44.8K -140 -20%
GCM
2738
Gables Capital Management
Florida
$186K +$59.2K +185 +51%
AG
2739
AmeriFlex Group
Nevada
$185K +$4.48K +14 +3%
CCMI
2740
Creative Capital Management Investments
California
$182K +$11.5K +36 +7%
SFG
2741
Strive Financial Group
Indiana
$180K -$22.7K -71 -12%
VWA
2742
VSM Wealth Advisory
Maryland
$180K – – –
RDFA
2743
Ritter Daniher Financial Advisory
Ohio
$180K – – –
MWM
2744
Mascoma Wealth Management
New Hampshire
$180K – – –
CFD
2745
Creative Financial Designs
Indiana
$180K -$10.9K -34 -6%
PPC
2746
Park Place Capital
Alabama
$178K -$4.16K -13 -2%
MI
2747
Markowski Investments
Florida
$178K +$168K +525 New
IWM
2748
IMG Wealth Management
Florida
$171K +$1.6K +5 +1%
VR
2749
Vision Retirement
New Jersey
$169K +$3.84K +12 +2%
CAIM
2750
Catherine Avery Investment Management
Florida
$169K – – –
108 109
110
111 112