We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1026
Evelyn V. Moreno
$224K -$29.6K -460 -12%
CIP
1027
Champlain Investment Partners
Vermont
$224K – – –
OIA
1028
Optimum Investment Advisors
Illinois
$221K -$125K -1,953 -36%
MAM
1029
Marquette Asset Management
Minnesota
$220K – – –
CSA
1030
Cottage Street Advisors
Massachusetts
$218K – – –
IIA
1031
IPG Investment Advisors
California
$217K -$642 -10 -0.3%
WAM
1032
Wealthspire Advisors (Maryland)
Maryland
$217K -$9.25K -144 -4%
AssetMark Inc
1033
AssetMark Inc
California
$216K +$10.2K +159 +5%
WC
1034
Whitnell & Co
Illinois
$215K -$14.4K -224 -6%
BO
1035
Bank OZK
Arkansas
$214K – – –
NA
1036
NewEdge Advisors
Louisiana
$213K +$214K +3,327 New
CPO
1037
Cerity Partners OCIO
New York
$212K +$213K +3,314 New
TPWA
1038
TRUE Private Wealth Advisors
Oregon
$211K -$35.8K -557 -14%
DP
1039
Dearborn Partners
Illinois
$211K -$32.1K -500 -13%
FNBOH
1040
First National Bank of Hutchinson
Kansas
$209K +$212K +3,300 New
SIC
1041
Sigma Investment Counselors
Michigan
$208K -$93.8K -1,460 -31%
SMH
1042
Sanders Morris Harris
Texas
$204K -$19K -295 -8%
CCIA
1043
Campbell & Co Investment Adviser
Maryland
$204K +$204K +3,181 New
DT
1044
Diversified Trust
Tennessee
$202K -$1.75M -27,263 -90%
AI
1045
Accredited Investors
Minnesota
$202K +$202K +3,147 New
SFG
1046
SNS Financial Group
Minnesota
$202K +$203K +3,160 New
VFA
1047
Virtus Fund Advisers
Connecticut
$196K -$7.95M -123,677 -98%
IWMPD
1048
Integrated Wealth Management (Palm Desert)
California
$195K -$25.8K -401 -12%
GLI
1049
Guardian Life Insurance
New York
$194K -$3.15K -49 -2%
PSC
1050
Prentiss Smith & Co
Vermont
$191K – – –