We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1401
Paragon Capital Management (Colorado)
Colorado
$427K – – –
KFSC
1402
Keystone Financial Services (Colorado)
Colorado
$427K +$445K +2,609 New
OWA
1403
Outlook Wealth Advisors
Texas
$426K +$1.02K +6 +0.2%
CWG
1404
Cornerstone Wealth Group
North Carolina
$426K +$32.7K +192 +8%
CANY
1405
Caxton Associates (New York)
New York
$426K +$444K +2,602 New
DAS
1406
Dynamic Advisor Solutions
Arizona
$425K -$1.69M -9,886 -79%
MBTD
1407
Mechanics Bank - Trust Department
California
$425K -$63.9K -375 -13%
NP
1408
Ninepoint Partners
Ontario, Canada
$425K -$26.3K -154 -6%
WB
1409
Webster Bank
Connecticut
$425K – – –
CIA
1410
Caerus Investment Advisors
Texas
$425K +$443K +2,600 New
LFM
1411
LGT Fund Management
Liechtenstein
$425K +$443K +2,600 New
SLA
1412
Silver Lake Advisory
Utah
$424K +$341 +2 +0.1%
SFI
1413
SPC Financial Inc
Maryland
$422K – – –
WWM
1414
Windsor Wealth Management
Indiana
$418K +$120K +702 +41%
ONB
1415
Old National Bancorp
Indiana
$417K -$48.9K -287 -10%
DSC
1416
Duncker Streett & Co
Missouri
$417K – – –
LA
1417
Latitude Advisors
Florida
$415K -$341 -2 -0.1%
MTIC
1418
Missouri Trust & Investment Company
Missouri
$415K +$432K +2,535 New
RHAM
1419
Round Hill Asset Management
California
$413K – – –
EI
1420
Ellevest Inc
New York
$412K +$25.7K +151 +6%
RW
1421
REDW Wealth
New Mexico
$411K +$10.2K +60 +2%
EWM
1422
EPG Wealth Management
Georgia
$410K +$42.6K +250 +11%
SCA
1423
Sippican Capital Advisors
Massachusetts
$409K -$398K -2,334 -48%
NA
1424
Navellier & Associates
Nevada
$409K -$17.1K -100 -4%
HIM
1425
Harbour Investment Management
Washington
$409K – – –
55 56
57
58 59