We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
851
FOCUS Wealth Advisors
Texas
$2.01M -$23.8K -132 -1%
MG
852
Mather Group
Illinois
$2M +$991K +5,490 +105%
FTDI
853
First Trust Direct Indexing
Massachusetts
$2M +$92.5K +512 +5%
MAM
854
Morse Asset Management
Connecticut
$2M +$818K +4,532 +74%
NHC
855
Nicholas Hoffman & Company
Georgia
$1.99M +$28.7K +159 +2%
PWAG
856
Polaris Wealth Advisory Group
California
$1.99M +$1.97M +10,908 New
AIM
857
Anchor Investment Management
South Carolina
$1.97M -$64.8K -359 -3%
MIA
858
MainStreet Investment Advisors
Illinois
$1.97M -$60.9K -337 -3%
NL
859
NVWM LLC
Pennsylvania
$1.97M -$146K -809 -7%
CBB
860
Citizens Business Bank
California
$1.96M – – –
RG
861
Rathbones Group
United Kingdom
$1.95M -$22.9K -127 -1%
WAC
862
William Allan Corp
Colorado
$1.95M -$3.43K -19 -0.2%
VI
863
Vestcor Inc
New Brunswick, Canada
$1.95M +$376K +2,081 +25%
IPW
864
Inlet Private Wealth
Florida
$1.95M +$361 +2 +0%
HG
865
Herbst Group
Connecticut
$1.95M +$36.1K +200 +2%
OQS
866
Occudo Quantitative Strategies
Florida
$1.94M +$1.06M +5,887 +131%
PIM
867
Penobscot Investment Management
Massachusetts
$1.92M -$87K -482 -4%
CCM
868
Coldstream Capital Management
Washington
$1.92M -$86.3K -478 -4%
CI
869
CX Institutional
Indiana
$1.92M +$1.41M +7,791 +313%
CDH
870
Charles D. Hyman
$1.92M +$43.9K +243 +2%
TBNY
871
Trustco Bank (New York)
New York
$1.91M – – –
AP
872
Americana Partners
Texas
$1.91M -$1.79M -9,904 -49%
SAM
873
Sabadell Asset Management
Spain
$1.91M +$71.3K +395 +4%
IFWM
874
Institute for Wealth Management
Colorado
$1.89M -$7.76K -43 -0.4%
HCM
875
Howard Capital Management
Georgia
$1.89M -$110K -609 -6%
33 34
35
36 37