We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1001
Indiana Trust & Investment Management
Indiana
$560K -$17.8K -170 -3%
SVWA
1002
Sound View Wealth Advisors
Georgia
$555K +$610K +5,827 New
IAA
1003
Independent Advisor Alliance
North Carolina
$546K +$40.2K +384 +7%
FPA
1004
First Pacific Advisors
California
$543K -$165M -1,577,445 -100%
NFG
1005
Next Financial Group
Texas
$540K -$1.05M -10,037 -64%
WT
1006
Washington Trust
Rhode Island
$537K – – –
HC
1007
HNP Capital
New York
$536K +$589K +5,625 New
CS
1008
Comerica Securities
Michigan
$532K +$29.2K +279 +5%
CS
1009
Cannell & Spears
New York
$529K – – –
QCM
1010
Quantinno Capital Management
New York
$529K +$580K +5,547 New
BP
1011
Ballentine Partners
Massachusetts
$521K +$2.3K +22 +0.4%
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$516K +$50.5K +483 +10%
SSWM
1013
Sheets Smith Wealth Management
North Carolina
$515K -$17.1K -163 -3%
OCM
1014
Osterweis Capital Management
California
$512K -$105K -1,000 -16%
DSC
1015
Duncker Streett & Co
Missouri
$507K -$31.4K -300 -5%
MFW
1016
Meristem Family Wealth
Minnesota
$507K +$3.66K +35 +0.7%
RCC
1017
Red Cedar Capital
Nebraska
$505K – – –
AL
1018
Aspiriant LLC
California
$503K +$44.3K +423 +9%
QI
1019
Qtron Investments
Massachusetts
$503K +$552K +5,277 New
OWA
1020
Outlook Wealth Advisors
Texas
$502K +$550K +5,260 New
RC
1021
RegentAtlantic Capital
New Jersey
$501K +$118K +1,130 +27%
FI
1022
Fosun International
China
$498K +$184K +1,755 +50%
ERIM
1023
Eagle Ridge Investment Management
Connecticut
$496K – – –
PGCM
1024
Prescott Group Capital Management
Oklahoma
$496K +$73.2K +700 +16%
CWM
1025
Cornerstone Wealth Management
Missouri
$495K +$544K +5,197 New
39 40
41
42 43