We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1251
Harbour Investment Management
Washington
$296K – – –
BOS
1252
Bingham Osborn & Scarborough
California
$296K +$1.59K +13 +0.5%
EVM
1253
Evelyn V. Moreno
$296K +$307K +2,500 New
NNP
1254
Nachman Norwood & Parrott
South Carolina
$295K -$8.58K -70 -3%
CI
1255
CX Institutional
Indiana
$295K +$10.5K +86 +4%
MCM
1256
Maryland Capital Management
Maryland
$294K -$24K -196 -7%
KB
1257
Kimelman & Baird
New York
$293K – – –
TIS
1258
Tortoise Index Solutions
Kansas
$292K +$100K +819 +50%
LWM
1259
Liberty Wealth Management
California
$291K -$34.6K -282 -10%
JFA
1260
JNBA Financial Advisors
Minnesota
$291K -$11.2K -91 -4%
CIC
1261
Carnegie Investment Counsel
Ohio
$290K -$13.5K -110 -4%
MFT
1262
Moisand Fitzgerald Tamayo
Florida
$290K – – –
NEGWA
1263
New England Guild Wealth Advisors
Connecticut
$290K – – –
MA
1264
MANA Advisors
New York
$289K +$300K +2,447 New
WIP
1265
Wellesley Investment Partners
Massachusetts
$288K +$299K +2,435 New
CPA
1266
Clear Perspective Advisors
Illinois
$286K -$75.9K -619 -23%
CIP
1267
Convergence Investment Partners
Florida
$285K -$1.24M -10,104 -81%
MWA
1268
Meridian Wealth Advisors
Texas
$285K -$10.4K -85 -3%
MC
1269
Montag & Caldwell
Georgia
$284K – – –
VWM
1270
Valley Wealth Managers
New Jersey
$284K +$25.1K +205 +9%
GA
1271
Geller Advisors
New York
$284K +$295K +2,402 New
BCM
1272
Brookstone Capital Management
Illinois
$283K -$91K -742 -24%
DP
1273
Dearborn Partners
Illinois
$283K – – –
KLI
1274
Kelman-Lazarov Inc
Tennessee
$281K – – –
WTB
1275
Washington Trust Bank
Washington
$281K – – –
49 50
51
52 53