We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1626
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K – – –
ZCI
1627
Zevenbergen Capital Investments
Washington
$229K – – –
PCWA
1628
Pacific Capital Wealth Advisors
California
$229K +$13K +86 +5%
SN
1629
Sittner & Nelson
Oregon
$228K -$71.7K -474 -22%
1WM
1630
1900 Wealth Management
Texas
$228K – – –
VCM
1631
Virtue Capital Management
Tennessee
$228K +$256K +1,689 New
BFC
1632
Blue Fin Capital
Rhode Island
$227K -$2.73K -18 -1%
MAM
1633
Mystic Asset Management
Rhode Island
$227K +$3.78K +25 +2%
RIA
1634
Regal Investment Advisors
Michigan
$227K +$22.9K +151 +10%
SWM
1635
Spire Wealth Management
Virginia
$226K -$473K -3,126 -65%
BOM
1636
Bank of Marin
California
$226K – – –
OA
1637
Oxbow Advisors
Texas
$226K – – –
NRI
1638
NFP Retirement Inc
California
$225K – – –
IAIM
1639
Industrial Alliance Investment Management
Quebec, Canada
$224K -$61K -403 -20%
HFS
1640
Hantz Financial Services
Michigan
$224K -$15.1K -100 -6%
I
1641
IMPACTfolio
Colorado
$224K -$9.84K -65 -4%
SG
1642
StoneX Group
New York
$223K +$10.7K +71 +4%
FPW
1643
Flagship Private Wealth
Massachusetts
$223K – – –
WA1
1644
Wimmer Associates 1
California
$223K – – –
1WA
1645
180 Wealth Advisors
Washington
$223K +$250K +1,651 New
RWB
1646
RMR Wealth Builders
New Jersey
$222K +$13K +86 +6%
WWM
1647
Windsor Wealth Management
Indiana
$221K -$4.69K -31 -2%
HI
1648
Hudock Inc
Pennsylvania
$221K – – –
HR
1649
Howe & Rusling
New York
$221K +$1.97K +13 +0.8%
AWM
1650
Accel Wealth Management
Iowa
$220K -$3.63K -24 -2%
64 65
66
67 68