We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1051
LVW Advisors
New York
$329K +$13.2K +167 +4%
WA
1052
Wheatland Advisors
Pennsylvania
$319K – – –
SSG
1053
Summit Securities Group
New York
$319K +$294K +3,700 +925%
SNT
1054
Security National Trust
West Virginia
$316K – – –
SPC
1055
Stewart & Patten Company
California
$315K -$3.97K -50 -1%
VFA
1056
Voya Financial Advisors
Connecticut
$314K +$103K +1,295 +47%
DI
1057
Diligent Investors
California
$313K – – –
HIC
1058
Harvey Investment Company
Kentucky
$310K -$66.1K -833 -17%
WA
1059
Wealth Architects
California
$309K +$315K +3,972 New
EVM
1060
Evelyn V. Moreno
$308K +$36.5K +460 +13%
PTB
1061
Pioneer Trust Bank
Oregon
$307K +$13.5K +170 +4%
ZAM
1062
Zevin Asset Management
Massachusetts
$306K -$21.5K -271 -6%
CG
1063
Caprock Group
Idaho
$306K +$37.2K +469 +14%
SGH
1064
Schonfeld Group Holdings
New York
$306K +$47.9K +604 +18%
HAIM
1065
Hunter Associates Investment Management
Pennsylvania
$305K – – –
MCWS
1066
McKinley Carter Wealth Services
West Virginia
$304K -$2.62K -33 -0.8%
SBH
1067
Segall Bryant & Hamill
Illinois
$303K -$43K -542 -12%
PHS
1068
Pekin Hardy Strauss
Illinois
$302K +$79 +1 +0%
MCM
1069
MAI Capital Management
Ohio
$300K +$39.7K +500 +15%
I
1070
IberiaBank
Louisiana
$300K +$41.9K +528 +16%
PWW
1071
Pettyjohn Wood & White
Virginia
$299K -$73.8K -930 -19%
TBA
1072
Train Babcock Advisors
New York
$299K -$31.7K -400 -9%
GLI
1073
Guardian Life Insurance
New York
$298K – – –
IAS
1074
IMA Advisory Services
Colorado
$295K – – –
WMC
1075
Westwood Management Corporation
Illinois
$295K – – –
41 42
43
44 45