We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1251
Centerpoint Advisors
Massachusetts
$301K – – –
SLA
1252
Silver Lake Advisory
Utah
$299K +$245 +2 +0.1%
PA
1253
Probity Advisors
Texas
$299K +$5.03K +41 +2%
PV
1254
Private Vista
Illinois
$299K +$36.8K +300 +13%
Advisory Alpha
1255
Advisory Alpha
Michigan
$296K +$5.52K +45 +2%
HIM
1256
Harbour Investment Management
Washington
$296K – – –
BOS
1257
Bingham Osborn & Scarborough
California
$296K +$1.59K +13 +0.5%
EVM
1258
Evelyn V. Moreno
$296K +$307K +2,500 New
NNP
1259
Nachman Norwood & Parrott
South Carolina
$295K -$8.58K -70 -3%
CX Institutional
1260
CX Institutional
Indiana
$295K +$10.5K +86 +4%
MCM
1261
Maryland Capital Management
Maryland
$294K -$24K -196 -7%
KB
1262
Kimelman & Baird
New York
$293K – – –
TIS
1263
Tortoise Index Solutions
Kansas
$292K +$100K +819 +50%
LWM
1264
Liberty Wealth Management
California
$291K -$34.6K -282 -10%
JFA
1265
JNBA Financial Advisors
Minnesota
$291K -$11.2K -91 -4%
Carnegie Investment Counsel
1266
Carnegie Investment Counsel
Ohio
$290K -$13.5K -110 -4%
MFT
1267
Moisand Fitzgerald Tamayo
Florida
$290K – – –
NEGWA
1268
New England Guild Wealth Advisors
Connecticut
$290K – – –
MA
1269
MANA Advisors
New York
$289K +$300K +2,447 New
WIP
1270
Wellesley Investment Partners
Massachusetts
$288K +$299K +2,435 New
CPA
1271
Clear Perspective Advisors
Illinois
$286K -$75.9K -619 -23%
CIP
1272
Convergence Investment Partners
Florida
$285K -$1.24M -10,104 -81%
MWA
1273
Meridian Wealth Advisors
Texas
$285K -$10.4K -85 -3%
MC
1274
Montag & Caldwell
Georgia
$284K – – –
VWM
1275
Valley Wealth Managers
New Jersey
$284K +$25.1K +205 +9%