We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1701
Northwest Wealth Management
Iowa
$284K +$3.07K +17 +1%
TTWM
1702
TCV Trust & Wealth Management
Virginia
$282K – – –
MHR
1703
Matthew Hamilton Rosenberg
$282K +$14.1K +78 +5%
SOS
1704
Silver Oak Securities
Tennessee
$282K +$277K +1,533 New
KIC
1705
Keating Investment Counselors
Florida
$281K – – –
PAS
1706
Professional Advisory Services
Florida
$281K – – –
TWP
1707
Tempus Wealth Planning
California
$281K +$271K +1,502 New
RWB
1708
RMR Wealth Builders
New Jersey
$281K +$272K +1,505 New
MCM
1709
Mengis Capital Management
Oregon
$280K – – –
EP
1710
Edgestream Partners
New Jersey
$279K -$1.94M -10,746 -88%
IB
1711
Intrust Bank
Kansas
$279K -$181 -1 -0.1%
DAM
1712
Delta Asset Management
Tennessee
$278K – – –
PWS
1713
Peterson Wealth Services
Utah
$278K +$5.24K +29 +2%
BCA
1714
Bay Colony Advisors
Massachusetts
$278K +$33K +183 +14%
SG
1715
StoneX Group
New York
$278K -$13K -72 -5%
VCM
1716
Virtue Capital Management
Tennessee
$277K -$112K -618 -29%
CHC
1717
City Holding Co
West Virginia
$277K -$5.24K -29 -2%
BCM
1718
BlueCrest Capital Management
Jersey
$277K +$267K +1,479 New
GKWIM
1719
Gerber Kawasaki Wealth & Investment Management
California
$276K -$35.4K -196 -12%
CBFP
1720
Cedar Brook Financial Partners
Ohio
$276K +$15.9K +88 +6%
PCP
1721
Proficio Capital Partners
Massachusetts
$275K -$98.4K -545 -27%
LC
1722
Lindbrook Capital
California
$274K +$9.03K +50 +4%
LFA
1723
Legacy Financial Advisors
Kentucky
$274K +$264K +1,463 New
EFSCE
1724
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$4.33K +24 +2%
AWA
1725
Amplius Wealth Advisors
Pennsylvania
$273K +$11K +61 +4%
67 68
69
70 71