We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1626
Sendero Wealth Management
Texas
$807K -$13.4K -40 -1%
PWA
1627
Provenance Wealth Advisors
Florida
$801K -$1.68K -5 -0.2%
RI
1628
Ridgewood Investments
New Jersey
$801K +$888K +2,647 New
Bank Julius Baer & Co
1629
Bank Julius Baer & Co
Switzerland
$800K +$476K +1,420 +116%
SBCM
1630
Silverberg Bernstein Capital Management
New York
$800K – – –
KCPG
1631
Kavar Capital Partners Group
Kansas
$799K +$93.5K +279 +12%
PTB
1632
Pioneer Trust Bank
Oregon
$799K +$13.4K +40 +2%
BDA
1633
Borer Denton & Associates
Pennsylvania
$798K -$16.8K -50 -2%
MSA
1634
Marino Stram & Associates
Massachusetts
$796K +$16.1K +48 +2%
BIG
1635
Brookwood Investment Group
Arizona
$795K -$13.7K -41 -2%
TCA
1636
Transcend Capital Advisors
New Jersey
$793K +$177K +529 +25%
PWPS
1637
Pinnacle Wealth Planning Services
Ohio
$792K +$59.7K +178 +7%
SGI
1638
Summit Global Investments
Utah
$792K +$18.4K +55 +2%
DDPIC
1639
Deroy & Devereaux Private Investment Counsel
Michigan
$792K +$165K +491 +23%
AFC
1640
AFT Forsyth & Company
Florida
$791K – – –
UB
1641
Umpqua Bank
Oregon
$790K -$2.01K -6 -0.2%
CW
1642
Channel Wealth
California
$788K -$7.04K -21 -0.8%
GLLW
1643
Graves Light Lenhart Wealth
Virginia
$787K -$2.35K -7 -0.3%
FMI
1644
F/M Investments
District of Columbia
$786K -$6.17M -18,400 -88%
MIP
1645
Marietta Investment Partners
Wisconsin
$786K – – –
DT
1646
DV Trading
Illinois
$785K +$870K +2,596 New
CFG
1647
Chapman Financial Group
Hawaii
$782K -$107K -318 -11%
SIA
1648
SkyView Investment Advisors
New Jersey
$781K -$12.7K -38 -1%
EB
1649
Exchange Bank
California
$777K -$16.1K -48 -2%
SL
1650
Sentinus LLC
Illinois
$775K +$133K +397 +18%