We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1026
Weik Capital Management
Pennsylvania
$211K
IWMPD
1027
Integrated Wealth Management (Palm Desert)
California
$209K -$4.81K -76 -2%
MAM
1028
Marquette Asset Management
Minnesota
$209K +$218K +3,436 New
BL
1029
Balentine LLC
Georgia
$208K +$9.57K +151 +5%
CSA
1030
Cottage Street Advisors
Massachusetts
$207K
TA
1031
Tiedemann Advisors
New York
$207K
IIA
1032
IPG Investment Advisors
California
$207K
GS
1033
GAM Systematic
United Kingdom
$204K +$213K +3,356 New
BO
1034
Bank OZK
Arkansas
$203K
NCM
1035
Nelson Capital Management
California
$201K -$95K -1,500 -31%
RCM
1036
Riverhead Capital Management
Delaware
$199K -$8.79M -138,807 -92%
AssetMark Inc
1037
AssetMark Inc
California
$195K +$1.84K +29 +0.9%
GLI
1038
Guardian Life Insurance
New York
$187K -$1.39K -22 -0.7%
PSC
1039
Prentiss Smith & Co
Vermont
$181K +$189K +2,976 New
HDIM
1040
Hanson & Doremus Investment Management
Vermont
$172K
SNT
1041
Security National Trust
West Virginia
$171K
IIC
1042
Integrated Investment Consultants
Michigan
$165K -$24.7K -390 -13%
BWA
1043
Burt Wealth Advisors
Maryland
$164K -$8.49K -134 -5%
Fuller & Thaler Asset Management
1044
Fuller & Thaler Asset Management
California
$164K
KTC
1045
Kistler-Tiffany Companies
Pennsylvania
$159K +$20K +315 +14%
GBBWRPM
1046
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$158K +$760 +12 +0.5%
BBPWM
1047
Blue Bell Private Wealth Management
Pennsylvania
$152K
CYG
1048
Clean Yield Group
Vermont
$144K
AW
1049
Alpha Windward
Massachusetts
$143K -$4.37K -69 -3%
SC
1050
SRB Corp
Massachusetts
$135K -$18.9K -299 -12%