We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1326
GeoWealth Management
Illinois
$1.32M -$498K -1,770 -30%
HIMS
1327
Hager Investment Management Services
New Hampshire
$1.32M +$68.7K +244 +6%
MSAM
1328
Moloney Securities Asset Management
Missouri
$1.32M -$28.4K -101 -2%
FW
1329
FullCircle Wealth
Texas
$1.32M +$8.44K +30 +0.7%
BDFN
1330
Bond & Devick Financial Network
Minnesota
$1.32M – – –
LS
1331
Livforsakringsbolaget Skandia
Sweden
$1.31M – – –
GKWIM
1332
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$238K +846 +26%
EI
1333
Ellevest Inc
New York
$1.31M +$49K +174 +4%
AC
1334
Apella Capital
Connecticut
$1.31M +$860K +3,055 +308%
EWM
1335
Evermay Wealth Management
Virginia
$1.31M +$31.2K +111 +3%
EIM
1336
Essex Investment Management
Massachusetts
$1.3M – – –
BWP
1337
BSW Wealth Partners
Colorado
$1.29M +$8.44K +30 +0.7%
RIA
1338
Realta Investment Advisors
Delaware
$1.29M +$39.4K +140 +4%
PL
1339
Plancorp LLC
Missouri
$1.29M -$162K -574 -12%
OC
1340
Oakworth Capital
Alabama
$1.29M -$104K -371 -8%
EAM
1341
Evanson Asset Management
California
$1.29M +$14.4K +51 +1%
WCM
1342
Winebrenner Capital Management
Kentucky
$1.29M +$67K +238 +6%
IIM
1343
Ipswich Investment Management
Massachusetts
$1.29M -$15.5K -55 -1%
TWM
1344
Trueblood Wealth Management
Ohio
$1.28M +$32.9K +117 +3%
LCM
1345
Lazari Capital Management
California
$1.28M -$14.1K -50 -1%
WF
1346
Whelan Financial
California
$1.28M +$335K +1,190 +42%
MP
1347
Moment Partners
California
$1.28M – – –
UM
1348
Ulysses Management
New York
$1.28M – – –
FIA
1349
FNY Investment Advisers
New York
$1.27M +$1.13M +4,000 New
PA
1350
Promethium Advisors
Maryland
$1.27M -$12.7K -45 -1%
52 53
54
55 56