We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1626
Purus Wealth Management
California
$914K +$5.44K +17 +0.6%
FPH
1627
Financial Planning Hawaii
Hawaii
$914K +$117K +366 +16%
BAMCO Inc
1628
BAMCO Inc
New York
$913K +$864K +2,700 New
KCPG
1629
Kavar Capital Partners Group
Kansas
$913K +$17.9K +56 +2%
IA
1630
Integrity Alliance
Iowa
$912K -$4.8K -15 -0.6%
EWS
1631
Evergreen Wealth Solutions
Pennsylvania
$912K +$139K +433 +19%
FFA
1632
Fortune Financial Advisors
Kansas
$911K +$640 +2 +0.1%
HFM
1633
Hartford Financial Management
Connecticut
$908K -$1.6K -5 -0.2%
ONST
1634
Old North State Trust
North Carolina
$908K +$78.8K +246 +10%
RFG
1635
RFP Financial Group
Georgia
$905K +$37.5K +117 +5%
MSWM
1636
McGlone Suttner Wealth Management
Wisconsin
$904K +$961 +3 +0.1%
SWM
1637
Sendero Wealth Management
Texas
$904K +$1.28K +4 +0.1%
WA
1638
Waddell & Associates
Tennessee
$900K -$111K -348 -12%
CW
1639
Channel Wealth
California
$898K +$16K +50 +2%
RI
1640
Ridgewood Investments
New Jersey
$895K – – –
RFP
1641
Root Financial Partners
California
$895K +$58K +181 +7%
SBCM
1642
Silverberg Bernstein Capital Management
New York
$895K – – –
PTB
1643
Pioneer Trust Bank
Oregon
$893K – – –
DCM
1644
Donaldson Capital Management
Indiana
$892K +$627K +1,957 +288%
BDA
1645
Borer Denton & Associates
Pennsylvania
$892K – – –
MSA
1646
Marino Stram & Associates
Massachusetts
$892K +$2.24K +7 +0.3%
UB
1647
Umpqua Bank
Oregon
$891K +$7.04K +22 +0.8%
SB
1648
Strategic Blueprint
Georgia
$887K +$45.5K +142 +6%
TCA
1649
Transcend Capital Advisors
New Jersey
$885K -$1.28K -4 -0.2%
SIC
1650
Sigma Investment Counselors
Michigan
$885K -$243K -760 -23%