We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Alta Advisers
United Kingdom
$300K – – –
AAIM
1727
Asset Advisors Investment Management
Georgia
$300K – – –
MJP
1728
Michael J. Puzo
$300K – – –
PCA
1729
Prosperity Capital Advisors
Ohio
$299K +$8.05K +50 +3%
PIM
1730
Plato Investment Management
Australia
$299K +$257K +1,595 New
BBNB
1731
Baker Boyer National Bank
Washington
$298K – – –
AS
1732
Altshuler Shaham
Israel
$298K -$52.5K -326 -17%
TCA
1733
Transcend Capital Advisors
New Jersey
$297K +$9.82K +61 +4%
BFG
1734
Bouchey Financial Group
New York
$297K +$4.51K +28 +2%
GC
1735
Gratus Capital
Georgia
$296K -$11.6K -72 -4%
KLI
1736
Kelman-Lazarov Inc
Tennessee
$296K -$2.25K -14 -0.9%
GAMC
1737
Garner Asset Management Corp
Texas
$296K -$3.06K -19 -1%
LWM
1738
Liberty Wealth Management
California
$295K -$48K -298 -16%
AAG
1739
Armstrong Advisory Group
Massachusetts
$294K – – –
OFS
1740
OneAscent Financial Services
Alabama
$294K -$291K -1,807 -54%
RIM
1741
Rockbridge Investment Management
New York
$294K – – –
LFS
1742
Legacy Financial Strategies
Kansas
$294K – – –
FBFS
1743
First Business Financial Services
Wisconsin
$293K -$23.3K -145 -8%
HWM
1744
Hemington Wealth Management
Virginia
$293K – – –
FM
1745
Foster & Motley
Ohio
$293K +$252K +1,564 New
JWA
1746
JFS Wealth Advisors
Pennsylvania
$292K +$644 +4 +0.3%
PPP
1747
Private Portfolio Partners
New Jersey
$291K +$322 +2 +0.1%
MAWA
1748
Moss Adams Wealth Advisors
Washington
$290K +$250K +1,550 New
SDAM
1749
Shulman DeMeo Asset Management
New York
$289K +$15.1K +94 +6%
GA
1750
Gateway Advisory
New Jersey
$289K +$248K +1,541 New
68 69
70
71 72