We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1376
Key Financial Inc
Pennsylvania
$92K +$119K +1,023 New
LSV Asset Management
1377
LSV Asset Management
Illinois
$91K +$124K +1,069 New
EWP
1378
Engrave Wealth Partners
Texas
$90K +$15.2K +131 +14%
MAWCM
1379
Mine & Arao Wealth Creation & Management
California
$86K -$26.6K -229 -19%
LB
1380
Legacy Bridge
Iowa
$86K -$22.1K -190 -16%
SFFS
1381
Stonehage Fleming Financial Services
Jersey
$86K – – –
HWA
1382
HHM Wealth Advisors
Tennessee
$86K +$116K +1,000 New
BWM
1383
Baystate Wealth Management
Massachusetts
$85K +$233 +2 +0.2%
LWM
1384
Lenox Wealth Management
Ohio
$82K -$10.5K -90 -9%
FPB
1385
First PREMIER Bank
South Dakota
$82K +$64.6K +555 +137%
BCA
1386
Berman Capital Advisors
Georgia
$80K -$11.9K -102 -10%
TCM
1387
Tradewinds Capital Management
Washington
$80K -$1.4K -12 -1%
HFA
1388
HC Financial Advisors
California
$78K +$106K +910 New
FQ
1389
First Quadrant
California
$77K – – –
AW
1390
Avion Wealth
Texas
$76K -$90.9K -781 -47%
PMFA
1391
Plante Moran Financial Advisors
Michigan
$75K -$39K -335 -28%
BCA
1392
Bray Capital Advisors
Florida
$75K +$102K +875 New
SQA
1393
Simon Quick Advisors
New Jersey
$73K -$46.2K -397 -32%
SCM
1394
Sirios Capital Management
Massachusetts
$72K +$98.4K +846 New
CWP
1395
CFM Wealth Partners
Texas
$70K – – –
APC
1396
Aspire Private Capital
North Carolina
$69K -$12.7K -109 -12%
CIM
1397
Contravisory Investment Management
Massachusetts
$69K – – –
KFS
1398
Kelly Financial Services
Massachusetts
$68.9K – – –
PAM
1399
Paradigm Asset Management
New York
$68.5K – – –
FFC
1400
First Financial Corp
Indiana
$68K -$9.31K -80 -9%