We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1076
Pathstone Family Office
New Jersey
$436K
DI
1077
Diligent Investors
California
$436K +$41.5K +451 +11%
EF
1078
Empirical Finance
Pennsylvania
$435K +$50.4K +547 +14%
HAS
1079
HBW Advisory Services
California
$432K -$70.5K -766 -14%
FNT
1080
First Nebraska Trust
Nebraska
$431K
PCG
1081
Private Capital Group
Connecticut
$429K +$22.3K +242 +6%
TWA
1082
TCI Wealth Advisors
Arizona
$424K +$18.6K +202 +5%
KHLMTHM
1083
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$421K
CPO
1084
Cerity Partners OCIO
New York
$421K +$39.4K +428 +11%
PWPS
1085
Pinnacle Wealth Planning Services
Ohio
$419K +$142K +1,543 +54%
LIM
1086
Leavell Investment Management
Alabama
$418K
PI
1087
Putnam Investments
Massachusetts
$415K -$1M -10,868 -71%
GWS
1088
Glassman Wealth Services
Virginia
$411K +$61.7K +670 +18%
FC
1089
FORA Capital
Florida
$410K -$1.61M -17,445 -80%
KFS
1090
Kurt F. Somerville
$410K
V
1091
VeraBank
Texas
$409K
IA
1092
IFG Advisors
Missouri
$409K +$1.93K +21 +0.5%
TLP
1093
Trinity Legacy Partners
Texas
$409K +$390K +4,232 New
IAIM
1094
International Assets Investment Management
Florida
$408K -$5.99K -65 -1%
AF
1095
Arrow Financial
New York
$407K -$23K -250 -6%
VWA
1096
V Wealth Advisors
Kansas
$404K -$129K -1,406 -25%
IC
1097
Intersect Capital
California
$404K +$8.1K +88 +2%
HBT
1098
Hills Bank & Trust
Iowa
$402K -$3.13K -34 -0.8%
AB
1099
Atlas Brown
Kentucky
$402K +$122K +1,324 +46%
Koshinski Asset Management
1100
Koshinski Asset Management
Illinois
$401K -$8.84K -96 -2%