We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1876
Paradigm Asset Management
New York
$531K – – –
BSSFA
1877
Baron Silver Stevens Financial Advisors
Florida
$531K – – –
CHC
1878
City Holding Co
West Virginia
$530K -$24.8K -78 -5%
ACM
1879
Allred Capital Management
Texas
$529K +$636 +2 +0.1%
SAM
1880
Strategy Asset Managers
California
$528K -$635K -1,995 -56%
KPWG
1881
KFA Private Wealth Group
Virginia
$528K – – –
R
1882
Rebalance
California
$526K – – –
AWM
1883
Austin Wealth Management
Texas
$525K +$954 +3 +0.2%
FBC
1884
Fairfield, Bush & Co
Connecticut
$525K – – –
IRC
1885
Investors Research Corp
Georgia
$523K +$15.9K +50 +3%
PWP
1886
Phillips Wealth Planners
Mississippi
$522K +$94.5K +297 +23%
APIM
1887
Agate Pass Investment Management
Washington
$521K – – –
LI
1888
LMCG Investments
Massachusetts
$519K -$84.6K -266 -15%
FDDB
1889
Fidelity D&D Bancorp
Pennsylvania
$518K – – –
AF
1890
Apollon Financial
South Carolina
$518K +$81.4K +256 +20%
HWA
1891
HCR Wealth Advisors
California
$518K -$954 -3 -0.2%
FPL
1892
Fortress Private Ledger
North Carolina
$517K +$57.6K +181 +13%
FWIA
1893
Fort Washington Investment Advisors
Ohio
$516K +$55.7K +175 +13%
WI
1894
WrapManager Inc
California
$515K -$72.8K -229 -13%
IA
1895
Invested Advisors
Pennsylvania
$515K +$540K +1,699 New
ICP
1896
Impact Capital Partners
Colorado
$514K -$45.8K -144 -9%
TFA
1897
Toth Financial Advisory
Virginia
$513K -$2.86K -9 -0.6%
ISFAN
1898
Investor's Fiduciary Advisor Network
Washington
$512K +$318 +1 +0.1%
EWA
1899
Exencial Wealth Advisors
Oklahoma
$512K -$37.5K -118 -7%
DAM
1900
Delta Asset Management
Tennessee
$511K +$18.1K +57 +4%