We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDA
1476
Borer Denton & Associates
Pennsylvania
$756K +$31.1K +125 +5%
GLLW
1477
Graves Light Lenhart Wealth
Virginia
$755K – – –
CAM
1478
Cozad Asset Management
Illinois
$753K -$75.2K -302 -10%
BHB
1479
Bank Hapoalim BM
Israel
$753K -$22.9K -92 -3%
MIP
1480
Marietta Investment Partners
Wisconsin
$753K +$6.22K +25 +0.9%
CCA
1481
Cadent Capital Advisors
Oklahoma
$750K +$151K +606 +28%
LFA
1482
Legacy Financial Advisors
Kentucky
$750K +$27.6K +111 +4%
GWANC
1483
Guardian Wealth Advisors (North Carolina)
North Carolina
$747K +$1.25K +5 +0.2%
EGM
1484
Engineers Gate Manager
New York
$746K -$948K -3,806 -58%
PCP
1485
Proficio Capital Partners
Massachusetts
$745K -$123K -493 -15%
RWM
1486
Revisor Wealth Management
Ohio
$745K +$3.98K +16 +0.6%
AC
1487
ASB Consultores
Florida
$740K -$24.4K -98 -3%
MFA
1488
Millington Financial Advisors
Illinois
$740K – – –
MFG
1489
Midwest Financial Group
Kansas
$738K – – –
PHAM
1490
Palisades Hudson Asset Management
Florida
$738K +$125K +500 +23%
APP
1491
Avantax Planning Partners
Iowa
$738K -$356K -1,428 -34%
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$735K – – –
TSWM
1493
Triangle Securities Wealth Management
North Carolina
$735K – – –
MA
1494
MCF Advisors
Kentucky
$734K -$5.23K -21 -0.8%
PCG
1495
PFC Capital Group
California
$732K – – –
WCM
1496
Weaver Capital Management
Georgia
$729K +$216K +869 +48%
CIS
1497
Custom Index Systems
New York
$725K +$290K +1,166 +77%
MBTD
1498
Mechanics Bank - Trust Department
California
$724K +$22.4K +90 +3%
TW
1499
TritonPoint Wealth
Maryland
$722K +$23.7K +95 +4%
APWA
1500
Atlas Private Wealth Advisors
New Jersey
$722K -$89.6K -360 -12%
58 59
60
61 62