We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1551
Indiana Trust & Investment Management
Indiana
$912K – – –
AA
1552
Alta Advisers
United Kingdom
$911K – – –
LA
1553
Lifeworks Advisors
Michigan
$911K – – –
C
1554
Certuity
Florida
$910K +$411K +1,293 +89%
AFP
1555
Ausdal Financial Partners
Iowa
$909K +$442K +1,390 +103%
MFG
1556
Midwest Financial Group
Kansas
$908K – – –
SIA
1557
SkyView Investment Advisors
New Jersey
$907K -$126K -396 -14%
BTWM
1558
Baker Tilly Wealth Management
Wisconsin
$907K +$608K +1,912 +234%
MP
1559
Mangrove Partners
Connecticut
$905K +$867K +2,725 New
OCM
1560
Orleans Capital Management
Louisiana
$902K -$391K -1,230 -31%
PWPS
1561
Pinnacle Wealth Planning Services
Ohio
$900K -$12.1K -38 -1%
HAIM
1562
Hunter Associates Investment Management
Pennsylvania
$898K – – –
HFM
1563
Hartford Financial Management
Connecticut
$896K -$178K -560 -17%
TSWM
1564
Triangle Securities Wealth Management
North Carolina
$893K +$219K +689 +34%
BDA
1565
Borer Denton & Associates
Pennsylvania
$892K – – –
SWM
1566
Sendero Wealth Management
Texas
$890K -$204K -641 -19%
EB
1567
Exchange Bank
California
$890K -$44.5K -140 -5%
LIA
1568
LS Investment Advisors
Michigan
$889K +$85.9K +270 +11%
CM
1569
Castleark Management
Illinois
$889K – – –
CAGAS
1570
Capital Advisory Group Advisory Services
Minnesota
$886K +$158K +497 +23%
PWA
1571
Provenance Wealth Advisors
Florida
$885K – – –
KP
1572
Keel Point
Alabama
$883K -$16.9K -53 -2%
CW
1573
Channel Wealth
California
$881K -$52.5K -165 -6%
N
1574
Numerai
California
$880K +$843K +2,649 New
CTWM
1575
Cherry Tree Wealth Management
Minnesota
$879K – – –
61 62
63
64 65