We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
Crewe Advisors
Utah
$766K +$8.63K +57 +1%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$762K +$242K +1,602 +40%
GRP
1103
Global Retirement Partners
California
$760K -$303 -2 -0%
BHBT
1104
Burke & Herbert Bank & Trust
Virginia
$756K – – –
BFM
1105
Boston Financial Management
Massachusetts
$756K +$10.7K +71 +1%
KCM
1106
KRS Capital Management
Michigan
$755K +$67.8K +448 +9%
IIA
1107
IPG Investment Advisors
California
$754K +$594K +3,924 +236%
KAM
1108
Knightsbridge Asset Management
California
$744K +$24.1K +159 +3%
SFA
1109
Sequoia Financial Advisors
Ohio
$743K -$314K -2,074 -27%
DI
1110
Diligent Investors
California
$742K +$136K +900 +20%
BAM
1111
Boyar Asset Management
New York
$741K +$49.2K +325 +6%
ICG
1112
InterOcean Capital Group
Tennessee
$740K -$135K -893 -14%
FFM
1113
Forum Financial Management
Illinois
$740K +$10.6K +70 +1%
NB
1114
NBT Bank
New York
$735K -$51K -337 -6%
BHIA
1115
Birch Hill Investment Advisors
Massachusetts
$735K -$20.3K -134 -2%
WPW
1116
Waldron Private Wealth
Pennsylvania
$734K +$66.8K +441 +9%
CMANY
1117
Capital Management Associates (New York)
New York
$733K -$152K -1,004 -16%
WMC
1118
Westwood Management Corporation
Illinois
$729K – – –
BFC
1119
Bedel Financial Consulting
Indiana
$725K +$23.6K +156 +3%
OFS
1120
Oldfather Financial Services
Nebraska
$723K -$57.4K -379 -7%
ACM
1121
Advisors Capital Management
New Jersey
$722K +$14.1K +93 +2%
RMC
1122
Resources Management Corp
Connecticut
$721K -$1.51K -10 -0.2%
WCM
1123
Weik Capital Management
Pennsylvania
$719K +$1.51K +10 +0.2%
AWC
1124
Abundance Wealth Counselors
Pennsylvania
$718K +$2.88K +19 +0.4%
FCBT
1125
First Citizens Bank & Trust
North Carolina
$717K -$116K -767 -13%
43 44
45
46 47