We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1626
Wedge Capital Management
North Carolina
$217K +$217K +1,295 New
SPFA
1627
Summit Place Financial Advisors
New Jersey
$217K +$217K +1,298 New
ZB
1628
Zions Bancorporation
Utah
$216K +$10.4K +62 +5%
CBFP
1629
Cedar Brook Financial Partners
Ohio
$216K +$215K +1,287 New
GKWIM
1630
Gerber Kawasaki Wealth & Investment Management
California
$216K +$216K +1,292 New
TCA
1631
Transcend Capital Advisors
New Jersey
$215K -$81.6K -488 -29%
PFA
1632
Paradigm Financial Advisors
Missouri
$215K – – –
M
1633
MOTCO
Texas
$213K -$181K -1,080 -46%
EPP
1634
ETF Portfolio Partners
Kansas
$213K – – –
SAM
1635
Summit Asset Management
Tennessee
$213K – – –
AIP
1636
Almanack Investment Partners
Pennsylvania
$213K +$4.18K +25 +2%
CP
1637
Coho Partners
Pennsylvania
$212K – – –
VCM
1638
Vivaldi Capital Management
Illinois
$212K – – –
SEIA
1639
Signature Estate & Investment Advisors
California
$211K +$3.34K +20 +2%
BOTW
1640
Bank of the West
California
$211K +$210K +1,258 New
CCP
1641
Cardan Capital Partners
Colorado
$210K -$14.7K -88 -7%
BFG
1642
Berger Financial Group
Minnesota
$209K – – –
GAMC
1643
Garner Asset Management Corp
Texas
$209K – – –
SAA
1644
Southeast Asset Advisors
Georgia
$209K +$1.5K +9 +0.7%
BSAM
1645
Blue Square Asset Management
New York
$208K – – –
LRIC
1646
Long Road Investment Counsel
Michigan
$207K – – –
JFA
1647
Johanson Financial Advisors
California
$207K +$207K +1,238 New
XF
1648
XML Financial
Maryland
$206K +$206K +1,232 New
TA
1649
Tiedemann Advisors
New York
$204K -$696K -4,162 -77%
WMP
1650
Wealth Management Partners
Arizona
$204K – – –
64 65
66
67 68