We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1126
Bond & Devick Financial Network
Minnesota
$611K -$3.96K -30 -0.7%
PAS
1127
Park Avenue Securities
New York
$611K +$14.3K +108 +3%
SKK
1128
Shepherd Kaplan Krochuk
Massachusetts
$608K -$225K -1,700 -28%
KFS
1129
Kurt F. Somerville
$608K – – –
PWPS
1130
Pinnacle Wealth Planning Services
Ohio
$607K +$60.3K +456 +12%
PHS
1131
Pekin Hardy Strauss
Illinois
$605K +$34.9K +264 +7%
OL
1132
Optas LLC
Texas
$604K -$549K -4,155 -49%
LWM
1133
Lyell Wealth Management
California
$599K -$2.11K -16 -0.4%
MOS
1134
MGO One Seven
Ohio
$599K +$34.9K +264 +7%
AB
1135
Atlas Brown
Kentucky
$598K – – –
BIM
1136
Baldwin Investment Management
Pennsylvania
$595K +$36.3K +275 +7%
SLF
1137
Sun Life Financial
Ontario, Canada
$593K -$7.66K -58 -1%
CCT
1138
Chemung Canal Trust
New York
$590K -$473K -3,578 -46%
MGIA
1139
Moneta Group Investment Advisors
Missouri
$590K +$11.2K +85 +2%
ONB
1140
Old National Bancorp
Indiana
$587K -$9.64K -73 -2%
HBT
1141
Hills Bank & Trust
Iowa
$585K – – –
TIS
1142
Tortoise Index Solutions
Kansas
$585K +$135K +1,021 +33%
LP
1143
LGL Partners
Pennsylvania
$584K +$264 +2 +0%
ICP
1144
Interchange Capital Partners
Pennsylvania
$580K -$69.9K -529 -12%
GSWM
1145
Golden State Wealth Management
California
$580K -$58K -439 -10%
CI
1146
CX Institutional
Indiana
$579K -$2.79M -21,122 -84%
PGAM
1147
Princeton Global Asset Management
New Jersey
$575K – – –
VWM
1148
Venturi Wealth Management
Texas
$574K +$536K +4,059 New
GA
1149
GoalVest Advisory
New York
$573K +$14K +106 +3%
IA
1150
IFP Advisors
Florida
$571K +$31.3K +237 +6%
44 45
46
47 48