We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1726
Humankind Investments
New York
$226K -$14.1K -86 -5%
KPWG
1727
KFA Private Wealth Group
Virginia
$226K -$818 -5 -0.3%
NB
1728
Northwest Bancshares
Pennsylvania
$225K – – –
AAS
1729
Annex Advisory Services
Wisconsin
$225K -$53K -324 -18%
UBV
1730
United Bank (Virginia)
Virginia
$225K – – –
PAS
1731
Professional Advisory Services
Florida
$224K – – –
RIM
1732
Reliant Investment Management
Tennessee
$224K – – –
WA1
1733
Wimmer Associates 1
California
$224K – – –
DTC
1734
Davidson Trust Company
Washington
$224K +$11.6K +71 +5%
HA
1735
HFG Advisors
Ohio
$223K -$981 -6 -0.4%
CCP
1736
Carmel Capital Partners
California
$223K +$51.2K +313 +26%
GDP
1737
Great Diamond Partners
Maine
$223K +$2.45K +15 +1%
DAM
1738
Delta Asset Management
Tennessee
$222K – – –
RWA
1739
Roberts Wealth Advisors
California
$222K – – –
MLL
1740
Moody Lynn & Lieberson
Massachusetts
$221K +$1.96K +12 +0.8%
CS
1741
Capital Square
Tennessee
$221K – – –
ISWM
1742
Independent Solutions Wealth Management
New York
$221K +$33.5K +205 +16%
ZB
1743
Zions Bancorporation
Utah
$219K -$654 -4 -0.3%
PIA
1744
Perennial Investment Advisors
California
$219K -$7.69K -47 -3%
JFA
1745
JNBA Financial Advisors
Minnesota
$219K +$1.64K +10 +0.7%
1IA
1746
1834 Investment Advisors
Wisconsin
$218K -$112K -685 -32%
SIMG
1747
Sonora Investment Management Group
Arizona
$218K -$11.8K -72 -5%
WCA
1748
Westover Capital Advisors
Delaware
$218K – – –
AWA
1749
Amplius Wealth Advisors
Pennsylvania
$218K +$164 +1 +0.1%
CA
1750
CapWealth Advisors
Tennessee
$218K -$18.3K -112 -7%
68 69
70
71 72