We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1251
Salem Investment Counselors
North Carolina
$741K +$45.2K +281 +8%
BFM
1252
Boston Financial Management
Massachusetts
$741K -$966 -6 -0.2%
TW
1253
TritonPoint Wealth
Maryland
$735K +$631K +3,921 New
EFS
1254
Essex Financial Services
Connecticut
$735K +$16.7K +104 +3%
MA
1255
MCF Advisors
Kentucky
$734K +$143K +888 +29%
CANC
1256
Culbertson A N & Co
Virginia
$733K +$3.22K +20 +0.5%
CA
1257
Centerpoint Advisors
Massachusetts
$733K -$13K -81 -2%
SMH
1258
Sanders Morris Harris
Texas
$732K – – –
OGC
1259
Oak Grove Capital
New Hampshire
$732K – – –
BWM
1260
BigSur Wealth Management
Florida
$731K -$32.2K -200 -5%
OC
1261
Oakworth Capital
Alabama
$730K -$2.25K -14 -0.4%
FFS
1262
Founders Financial Securities
Maryland
$728K +$625K +3,885 New
APP
1263
Avantax Planning Partners
Iowa
$727K +$275K +1,710 +79%
WCF
1264
West Coast Financial
California
$726K +$624K +3,875 New
WI
1265
WBI Investments
New Jersey
$726K +$623K +3,873 New
CAL
1266
Capital Analysts LLC
Pennsylvania
$722K +$21.9K +136 +4%
EI
1267
Ellevest Inc
New York
$721K +$108K +668 +21%
RGI
1268
River Global Investors
United Kingdom
$721K -$6.12K -38 -1%
LW
1269
Linscomb Wealth
Texas
$719K -$3.22K -20 -0.5%
CI
1270
CX Institutional
Indiana
$719K -$254K -1,581 -29%
PTC
1271
Petrus Trust Company
Texas
$718K +$222K +1,377 +56%
MIM
1272
MTM Investment Management
South Carolina
$717K +$966 +6 +0.2%
USB
1273
Union Savings Bank
Connecticut
$716K – – –
SB
1274
Sunflower Bank
Texas
$710K – – –
APC
1275
Aspire Private Capital
North Carolina
$708K +$22.5K +140 +4%
49 50
51
52 53