We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1876
Cassady Schiller Wealth Management
Ohio
$67.3K – – –
PCFFS
1877
Pacific Center for Financial Services
California
$67.1K – – –
RTC
1878
Riverview Trust Company
Washington
$67.1K – – –
FFL
1879
Financial Freedom LLC
Ohio
$65.6K – – –
BHWM
1880
Bay Harbor Wealth Management
Maryland
$62.8K +$981 +6 +1%
CFD
1881
Creative Financial Designs
Indiana
$62.2K +$5.72K +35 +9%
GG
1882
Gleason Group
Kentucky
$60.3K +$327 +2 +0.5%
BCFD
1883
Boit C.F. David
$59.8K – – –
LCM
1884
Logan Capital Management
Pennsylvania
$59.7K -$43.3K -265 -40%
FMB
1885
Field & Main Bank
Kentucky
$59.7K – – –
NIC
1886
Northwest Investment Counselors
Oregon
$59.1K +$5.72K +35 +10%
JFGIW
1887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.9K -$1.64K -10 -2%
SWA
1888
Sutton Wealth Advisors
Florida
$58.5K -$164 -1 -0.3%
CP
1889
Castleview Partners
Texas
$58K +$1.15K +7 +2%
IWMWV
1890
Ironwood Wealth Management (West Virginia)
West Virginia
$55.5K – – –
LF
1891
Lee Financial
Texas
$54.2K +$818 +5 +1%
TC
1892
Tacita Capital
Ontario, Canada
$53.7K – – –
OLVIG
1893
Oliver Lagore Vanvalin Investment Group
Michigan
$53.6K +$49.2K +301 +519%
PB
1894
Pinnacle Bancorp
Nebraska
$50.7K – – –
VC
1895
Vestor Capital
Illinois
$50K +$7.69K +47 +16%
PPC
1896
Park Place Capital
Alabama
$49.7K +$43.2K +264 +383%
RDFA
1897
Ritter Daniher Financial Advisory
Ohio
$48.5K – – –
BFPW
1898
BOK Financial Private Wealth
Colorado
$46.8K +$49.1K +300 +2,143%
CQS
1899
Credential Qtrade Securities
$45.2K +$26.2K +160 +112%
C
1900
Covestor
United Kingdom
$45K +$491 +3 +1%
74 75
76
77 78