We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
III
701
Independent Investors Inc
New York
$1.93M – – –
HAI
702
Hennessy Advisors Inc
California
$1.93M -$179K -1,500 -9%
CT
703
Caldwell Trust
Florida
$1.93M +$1.85M +15,485 New
RIL
704
Rothschild Investment LLC
Illinois
$1.93M +$1.28M +10,724 +226%
APA
705
American Portfolios Advisors
New York
$1.92M +$135K +1,132 +8%
SFO
706
Stokes Family Office
Louisiana
$1.91M +$1.8M +15,096 New
GG
707
Greenwood Gearhart
Arkansas
$1.9M -$12K -100 -0.7%
KS
708
Karpas Strategies
Connecticut
$1.9M – – –
SAM
709
Strategy Asset Managers
California
$1.89M +$134K +1,122 +8%
SIAG
710
Signet Investment Advisory Group
Rhode Island
$1.89M +$65.7K +550 +4%
SW
711
SlateStone Wealth
Florida
$1.88M +$313K +2,619 +21%
PWMAG
712
Pinnacle Wealth Management Advisory Group
New Jersey
$1.87M +$7.77K +65 +0.4%
EWM
713
Evercore Wealth Management
New York
$1.86M -$54K -452 -3%
NG
714
Northstar Group
New York
$1.86M -$5.14K -43 -0.3%
GIA
715
Gateway Investment Advisers
Ohio
$1.85M -$143K -1,194 -7%
IA
716
IFG Advisory
Georgia
$1.84M -$27.6K -231 -2%
GT
717
Glenview Trust
Kentucky
$1.83M -$3.82K -32 -0.2%
AC
718
Arjuna Capital
North Carolina
$1.83M +$8.72K +73 +0.5%
B
719
Barings
North Carolina
$1.81M +$359K +3,003 +26%
HSA
720
HBK Sorce Advisory
Pennsylvania
$1.81M +$24.5K +205 +1%
CCG
721
Ceeto Capital Group
Florida
$1.79M – – –
GTCM
722
Gyon Technologies Capital Management
New Jersey
$1.79M +$1.72M +14,365 New
ACM
723
Ativo Capital Management
Illinois
$1.79M -$12K -100 -0.7%
SBIA
724
Sheaff Brock Investment Advisors
Indiana
$1.78M – – –
WKWM
725
Walter & Keenan Wealth Management
Indiana
$1.77M – – –
27 28
29
30 31