We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
APA
1701
Astoria Portfolio Advisors
New York
$547K +$8.28K +28 +1%
WS
1702
Wela Strategies
Georgia
$547K +$25.1K +85 +4%
AF
1703
Atala Financial
California
$547K
CCC
1704
Compass Capital Corp
Massachusetts
$546K +$216K +731 +56%
KAS
1705
KPP Advisory Services
Kentucky
$545K +$63.5K +215 +12%
KF
1706
KKM Financial
Illinois
$545K
BFS
1707
BridgePort Financial Solutions
Iowa
$544K -$2.07K -7 -0.3%
CA
1708
Calton & Associates
Florida
$543K +$376K +1,272 +170%
OWA
1709
ORBA Wealth Advisors
Illinois
$543K
LCGC
1710
Legacy Capital Group California
California
$542K -$16K -54 -3%
SFG
1711
Sunburst Financial Group
Alabama
$541K -$59.1K -200 -9%
SWMP
1712
Signature Wealth Management Partners
New Jersey
$541K -$37.2K -126 -6%
TWM
1713
Thrive Wealth Management
Pennsylvania
$539K -$18K -61 -3%
CIA
1714
Caerus Investment Advisors
Texas
$538K
HA
1715
Harbor Advisors
Florida
$538K
PHM
1716
Prospect Hill Management
New Jersey
$538K +$333K +1,125 +129%
MUAMU
1717
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K -$2.07M -7,000 -78%
MCM
1718
Magnolia Capital Management
New York
$538K
DW30
1719
Drucker Wealth 3.0
New Jersey
$537K +$26K +88 +5%
BA
1720
Ballast Advisors
Minnesota
$535K -$126K -427 -18%
LSIA
1721
LaSalle St. Investment Advisors
Illinois
$535K +$6.5K +22 +1%
PG
1722
Prostatis Group
Maryland
$535K -$887 -3 -0.2%
GCA
1723
Genesee Capital Advisors
New York
$534K -$7.39K -25 -1%
LI
1724
LMCG Investments
Massachusetts
$534K -$1.48K -5 -0.3%
WG
1725
Wealth Group
North Carolina
$532K +$98.7K +334 +20%