We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1801
Signature Estate & Investment Advisors
California
$232K -$3.25K -18 -1%
BSAM
1802
Blue Square Asset Management
New York
$232K – – –
XF
1803
XML Financial
Maryland
$231K +$181 +1 +0.1%
AAP
1804
Arax Advisory Partners
Colorado
$231K +$10.7K +59 +5%
EWA
1805
Encompass Wealth Advisors
Oregon
$230K – – –
FNC
1806
First National Corp
Massachusetts
$230K +$222K +1,227 New
CTA
1807
Colonial Trust Advisors
South Carolina
$229K -$37K -205 -14%
EFM
1808
E Fund Management
China
$229K -$29.4K -163 -12%
WA
1809
Waverly Advisors
Alabama
$229K -$3.43K -19 -2%
TA
1810
TrueWealth Advisors
Alabama
$229K – – –
CCM
1811
Carlson Capital Management
Minnesota
$229K +$221K +1,224 New
WMP
1812
Wealth Management Partners
Arizona
$228K +$181K +1,000 New
IGWM
1813
ICA Group Wealth Management
Colorado
$228K +$246K +1,363 New
SIA
1814
Soltis Investment Advisors
Utah
$227K +$219K +1,214 New
FCM
1815
Firestone Capital Management
Florida
$227K +$219K +1,215 New
FNB
1816
Farmers National Bank
Kentucky
$227K +$219K +1,212 New
BWA
1817
Burt Wealth Advisors
Maryland
$224K +$216K +1,197 New
CMS
1818
Capital Market Strategies
Florida
$224K +$217K +1,199 New
WCFA
1819
Walkner Condon Financial Advisors
Wisconsin
$224K +$217K +1,199 New
Fiera Capital (Canada)
1820
Fiera Capital (Canada)
Quebec, Canada
$224K +$217K +1,200 New
FC
1821
Fulcrum Capital
Washington
$224K +$217K +1,200 New
RP
1822
Reinhart Partners
Wisconsin
$224K +$217K +1,200 New
TNAM
1823
Terra Nova Asset Management
New York
$224K +$217K +1,200 New
CB
1824
CNB Bank
Pennsylvania
$223K +$4.88K +27 +2%
DDC
1825
DF Dent & Co
Maryland
$222K +$214K +1,185 New