We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1551
PDS Planning
Ohio
$1.15M -$86.6K -242 -7%
MCC
1552
Money Concepts Capital
Florida
$1.15M -$29K -81 -3%
CYG
1553
Clean Yield Group
Vermont
$1.14M – – –
WA
1554
Westfuller Advisors
New York
$1.14M -$33.6K -94 -3%
QWP
1555
Quotient Wealth Partners
Texas
$1.14M +$17.2K +48 +2%
MAM
1556
Milestone Asset Management
Pennsylvania
$1.14M -$68.3K -191 -6%
MAA
1557
Matrix Asset Advisors
New York
$1.13M -$716 -2 -0.1%
PF
1558
Phoenix Financial
Israel
$1.13M +$418K +1,167 +62%
PHS
1559
Pekin Hardy Strauss
Illinois
$1.13M +$2.86K +8 +0.3%
LIA
1560
LS Investment Advisors
Michigan
$1.12M +$123K +343 +13%
SWM
1561
Scissortail Wealth Management
Oklahoma
$1.12M – – –
LWMM
1562
Legacy Wealth Management (Mississippi)
Mississippi
$1.12M +$5.37K +15 +0.5%
WBC
1563
West Branch Capital
Massachusetts
$1.11M +$396K +1,106 +58%
UM
1564
Ulysses Management
New York
$1.11M -$716K -2,000 -40%
TWM
1565
Tradition Wealth Management
Minnesota
$1.11M +$14K +39 +1%
CIAS
1566
Capital Investment Advisory Services
North Carolina
$1.1M +$608K +1,700 +133%
MCM
1567
Mattern Capital Management
Colorado
$1.09M +$1.43K +4 +0.1%
CB
1568
Centennial Bank
Arkansas
$1.08M – – –
BST
1569
Bath Savings Trust
Maine
$1.08M +$358 +1 +0%
CA
1570
Cambridge Advisors
Nebraska
$1.08M – – –
SW
1571
SteelPeak Wealth
California
$1.08M -$6.91M -19,306 -87%
CFG
1572
Chapman Financial Group
Hawaii
$1.07M -$17.9K -50 -2%
IFU
1573
iSAM Funds (UK)
United Kingdom
$1.07M +$1.04M +2,901 New
RMP
1574
Richards, Merrill & Peterson
Washington
$1.07M +$111K +310 +12%
MA
1575
MJP Associates
Connecticut
$1.07M -$272K -760 -21%
61 62
63
64 65