We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1876
Convergence Investment Partners
Florida
$298K -$1.45K -7 -0.5%
AWM
1877
Austin Wealth Management
Texas
$298K – – –
BSSFA
1878
Baron Silver Stevens Financial Advisors
Florida
$298K +$271K +1,307 New
MMHP
1879
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
MCP
1880
Mirador Capital Partners
California
$297K -$28.6K -138 -10%
AFT
1881
Alpha Family Trust
California
$297K – – –
KFA
1882
Kapstone Financial Advisors
Ohio
$297K – – –
LJHT
1883
Laurie J. Hall Trustee
$297K -$30.1K -145 -10%
RWP
1884
Revolve Wealth Partners
New Jersey
$297K +$17.6K +85 +7%
MA
1885
MJP Associates
Connecticut
$297K +$270K +1,303 New
LW
1886
Libra Wealth
California
$296K – – –
SOW
1887
State of Wyoming
Wyoming
$296K -$13.9K -67 -5%
CG
1888
Cutler Group
California
$295K +$269K +1,298 New
AAG
1889
Armstrong Advisory Group
Massachusetts
$294K – – –
BOPW
1890
Brandywine Oak Private Wealth
Pennsylvania
$294K – – –
PCWA
1891
Pacific Capital Wealth Advisors
California
$293K +$6.63K +32 +3%
PWA
1892
Physician Wealth Advisors
Utah
$292K +$39.4K +190 +17%
NSAM
1893
North Star Asset Management
Wisconsin
$291K +$8.92K +43 +3%
4WM
1894
4J Wealth Management
Virginia
$291K – – –
SWM
1895
Stockman Wealth Management
Montana
$291K +$1.24K +6 +0.5%
EPP
1896
ETF Portfolio Partners
Kansas
$289K – – –
MC
1897
Middleton & Co
Massachusetts
$289K – – –
BEW
1898
Burton Enright Welch
California
$289K -$12.6K -61 -5%
SAA
1899
Southeast Asset Advisors
Georgia
$289K +$622 +3 +0.2%
OWA
1900
One Wealth Advisors
California
$286K +$261K +1,257 New
74 75
76
77 78