We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1476
Wealth Architects
California
$336K -$6.28K -38 -2%
MAM
1477
Madison Asset Management
Wisconsin
$335K -$67.6K -409 -14%
MFT
1478
Moisand Fitzgerald Tamayo
Florida
$335K +$400K +2,419 New
TIS
1479
Tortoise Index Solutions
Kansas
$334K -$6.28K -38 -2%
LIA
1480
LS Investment Advisors
Michigan
$334K – – –
WIM
1481
Wittenberg Investment Management
Massachusetts
$334K – – –
CIM
1482
Confluence Investment Management
Missouri
$333K – – –
NA
1483
Navellier & Associates
Nevada
$333K – – –
SPF
1484
Steven Patrick Farmer
$333K +$396K +2,400 New
FFA
1485
Founders Financial Alliance
North Carolina
$332K +$98K +593 +33%
SFG
1486
Sunburst Financial Group
Alabama
$331K – – –
EWM
1487
Empirical Wealth Management
Washington
$331K +$180K +1,089 +84%
NAMP
1488
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K – – –
MFA
1489
Mayflower Financial Advisors
Massachusetts
$330K +$1.32K +8 +0.3%
SWM
1490
Silverlake Wealth Management
Vermont
$330K +$41.3K +250 +12%
DI
1491
DFPG Investments
Utah
$329K -$82.6K -500 -18%
PG
1492
Patten Group
Tennessee
$329K – – –
HDIM
1493
Hanson & Doremus Investment Management
Vermont
$328K -$5.12K -31 -1%
WCG
1494
Weaver Consulting Group
California
$327K -$42.9K -260 -10%
KC
1495
Kenfarb & Co
Kentucky
$327K – – –
SAM
1496
Secure Asset Management
Michigan
$327K +$330 +2 +0.1%
MBTD
1497
Mechanics Bank - Trust Department
California
$326K – – –
MFC
1498
Mechanics Financial Corp
Ohio
$326K – – –
APP
1499
Avantax Planning Partners
Iowa
$326K +$991 +6 +0.3%
CHAM
1500
Clear Harbor Asset Management
Connecticut
$323K +$4.46K +27 +1%
58 59
60
61 62