We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1251
Convergence Investment Partners
Florida
$188K +$195K +2,016 New
CB
1252
CNB Bank
Pennsylvania
$186K – – –
WC
1253
Whitnell & Co
Illinois
$185K +$8.72K +90 +5%
HFM
1254
Harvest Fund Management
China
$176K – – –
CPA
1255
Clear Perspective Advisors
Illinois
$174K -$8.91K -92 -5%
PCM
1256
Prelude Capital Management
New York
$173K +$180K +1,854 New
JFGIW
1257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$47.5K +490 +36%
AssetMark Inc
1258
AssetMark Inc
California
$171K -$226K -2,337 -56%
SC
1259
Sawyer & Company
Massachusetts
$167K – – –
APP
1260
Avantax Planning Partners
Iowa
$162K -$35.1K -362 -17%
AIM
1261
Advantage Investment Management
Iowa
$161K -$62.5K -645 -27%
FWM
1262
Focused Wealth Management
New York
$159K +$29.1K +300 +21%
ACA
1263
Atlas Capital Advisors
Wyoming
$158K +$164K +1,692 New
GLI
1264
Guardian Life Insurance
New York
$155K -$69.5K -718 -30%
GSC
1265
G&S Capital
Colorado
$154K – – –
PHK
1266
Point72 Hong Kong
Hong Kong
$151K +$156K +1,615 New
CT
1267
CPF Texas
Texas
$149K – – –
AAP
1268
Arax Advisory Partners
Colorado
$148K -$25K -258 -14%
CHC
1269
City Holding Co
West Virginia
$148K +$3.29K +34 +2%
FFW
1270
Fusion Family Wealth
New York
$142K +$5.04K +52 +4%
FFC
1271
First Financial Corp
Indiana
$142K +$29.1K +300 +25%
FANJ
1272
Financial Architects (New Jersey)
New Jersey
$141K -$100K -1,035 -41%
SIAP
1273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K – – –
VIM
1274
Veritas Investment Management
United Kingdom
$140K – – –
AIS
1275
AlphaOne Investment Services
Pennsylvania
$140K +$146K +1,506 New