We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
951
Lee, Danner & Bass
Tennessee
$647K -$20.3K -221 -3%
OIA
952
OneDigital Investment Advisors
Kansas
$647K +$2.39K +26 +0.4%
BMA
953
Brooks Moore & Associates
Tennessee
$644K +$10.5K +114 +2%
FMBTD
954
First Midwest Bank Trust Division
Illinois
$643K -$1.01K -11 -0.2%
RIG
955
Roosevelt Investment Group
New York
$643K +$92.1K +1,000 +17%
TI
956
Tidal Investments
Wisconsin
$642K -$37.7K -409 -6%
CC
957
Centiva Capital
New York
$642K +$332K +3,610 +115%
TW
958
Transform Wealth
Colorado
$641K -$1.18M -12,838 -66%
RA
959
RFG Advisory
Alabama
$636K +$25.4K +276 +4%
APW
960
Aurora Private Wealth
New Jersey
$635K -$1.01M -10,931 -62%
LSAG
961
Lake Street Advisors Group
New Hampshire
$627K +$20.3K +220 +3%
PTC
962
Private Trust Company
Ohio
$626K +$51.7K +562 +9%
TCPWM
963
Traverso Chambers Private Wealth Management
California
$624K – – –
SA
964
Strategic Advisors
New York
$623K -$177K -1,919 -23%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$623K +$92 +1 +0%
VIA
966
Vident Investment Advisory
Georgia
$621K -$266K -2,887 -31%
WA
967
WealthTrust Axiom
Pennsylvania
$610K +$27.6K +300 +5%
EDRH
968
Edmond de Rothschild Holding
Switzerland
$607K -$53.8K -584 -8%
GC
969
Grimes & Company
Massachusetts
$602K +$13.9K +151 +2%
SWRP
970
Summit Wealth & Retirement Planning
California
$602K +$29.9K +325 +5%
CGL
971
Clarius Group LLC
Washington
$602K +$59K +641 +11%
W
972
WealthStone
Ohio
$600K +$580K +6,299 New
CAG
973
Crestwood Advisors Group
Massachusetts
$599K +$4.88K +53 +0.8%
11A
974
10-15 Associates
New York
$598K +$184 +2 +0%
SCA
975
Sippican Capital Advisors
Massachusetts
$597K -$16.1K -175 -3%
37 38
39
40 41