We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1051
WealthSource Partners
California
$914K +$61.7K +369 +7%
WA
1052
Wealth Alliance
New York
$909K -$80.9K -484 -8%
MCM
1053
Manchester Capital Management
Vermont
$909K +$63.5K +380 +8%
PWP
1054
Principle Wealth Partners
Connecticut
$908K -$71.1K -425 -7%
WMC
1055
Westwood Management Corporation
Illinois
$905K
ER
1056
Enlightenment Research
Florida
$905K +$903K +5,400 New
VWA
1057
V Wealth Advisors
Kansas
$900K +$14.9K +89 +2%
OPS
1058
Orion Portfolio Solutions
Nebraska
$887K -$293K -1,755 -25%
MF
1059
Magnetar Financial
Illinois
$883K +$881K +5,269 New
CC
1060
Constitution Capital
Connecticut
$880K
BTWM
1061
Baker Tilly Wealth Management
Wisconsin
$879K +$47.8K +286 +6%
PGCM
1062
Prescott Group Capital Management
Oklahoma
$871K
WB
1063
WesBanco Bank
West Virginia
$864K -$188K -1,126 -18%
Federated Hermes
1064
Federated Hermes
Pennsylvania
$863K -$483K -2,889 -36%
GRP
1065
Global Retirement Partners
California
$862K -$313K -1,872 -27%
S
1066
Seeyond
France
$856K -$891K -5,332 -51%
PCS
1067
Personal CFO Solutions
New Jersey
$856K -$22.1K -132 -3%
LCM
1068
Leisure Capital Management
California
$855K -$9.87K -59 -1%
SAM
1069
S.A. Mason
Michigan
$854K +$50.7K +303 +6%
SA
1070
Strategic Advisors
New York
$851K +$502 +3 +0.1%
LCS
1071
Levin Capital Strategies
New York
$848K
GC
1072
Garde Capital
Washington
$840K -$26.1K -156 -3%
RCC
1073
Red Cedar Capital
Nebraska
$840K -$4.18K -25 -0.5%
AFC
1074
AFT Forsyth & Company
Florida
$838K +$35.9K +215 +4%
LRPA
1075
L. Roy Papp & Associates
Arizona
$837K