We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LW
1101
Linscomb Wealth
Texas
$362K +$114K +1,087 +40%
WEC
1102
Winslow Evans & Crocker
Massachusetts
$360K – – –
OC
1103
Oakworth Capital
Alabama
$360K +$58.6K +560 +17%
BP
1104
BBR Partners
New York
$359K +$194K +1,858 +97%
AIM
1105
Axiom Investment Management
New York
$359K +$394K +3,768 New
RM
1106
Resource Management
Louisiana
$358K +$29.5K +282 +8%
RMCM
1107
Reynders McVeigh Capital Management
Massachusetts
$354K -$6.8K -65 -2%
WG
1108
Welch Group
Alabama
$354K +$59.8K +572 +18%
EAM
1109
Evanson Asset Management
California
$353K +$12.6K +120 +3%
SIC
1110
Sigma Investment Counselors
Michigan
$353K +$27.3K +261 +8%
BAM
1111
Belpointe Asset Management
Nevada
$353K +$183K +1,751 +90%
GCA
1112
Gideon Capital Advisors
New York
$353K +$387K +3,699 New
BI
1113
Bredin Investment
Delaware
$352K – – –
VDBMI
1114
Van Den Berg Management I
Texas
$351K -$2.62K -25 -0.7%
PHAM
1115
Palisades Hudson Asset Management
Florida
$349K – – –
SWA
1116
Sutton Wealth Advisors
Florida
$349K -$2.62K -25 -0.7%
SBSB
1117
Sullivan, Bruyette, Speros & Blaney
Virginia
$348K – – –
BRWM
1118
B. Riley Wealth Management
Tennessee
$345K +$8.58K +82 +2%
CCM
1119
Cadence Capital Management
Massachusetts
$342K – – –
FLPIM
1120
F.L. Putnam Investment Management
Massachusetts
$339K -$34K -325 -8%
BCM
1121
BTR Capital Management
California
$339K +$15.7K +150 +4%
TIA
1122
Tiemann Investment Advisors
California
$338K +$105 +1 +0%
CA
1123
Continuum Advisory
Idaho
$337K -$92.8K -887 -20%
AWM
1124
Aevitas Wealth Management
Massachusetts
$337K -$92.6K -885 -20%
FAIM
1125
Financial Advocates Investment Management
Washington
$336K -$21.1K -202 -5%