We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1901
Ackerman Capital Advisors
Texas
– -$212K -1,500 Closed
BI
1902
Blooom Inc
Kansas
– -$207K -1,433 Closed
GGHC
1903
Gilder Gagnon Howe & Co
New York
– -$151K -1,070 Closed
CAC
1904
Certified Advisory Corp
Florida
– -$144K -1,020 Closed
MWM
1905
Mascoma Wealth Management
New Hampshire
– -$111K -785 Closed
TCWM
1906
Total Clarity Wealth Management
Illinois
– -$96K -676 Closed
BDS
1907
Banco de Sabadell
Florida
– -$71K -500 Closed
MF
1908
Manchester Financial
California
– -$64K -454 Closed
TAIM
1909
TD Ameritrade Investment Management
Nebraska
– -$52K -432 Closed
SWP
1910
ShoreHaven Wealth Partners
New Jersey
– -$57K -400 Closed
NIC
1911
Northwest Investment Counselors
Oregon
– -$48K -341 Closed
ST
1912
Sageworth Trust
Pennsylvania
– -$42K -295 Closed
BC
1913
Burleson & Co
California
– -$37K -265 Closed
MLFP
1914
MPS Loria Financial Planners
Illinois
– -$37K -262 Closed
LGWM
1915
Litman Gregory Wealth Management
California
– -$28K -200 Closed
TC
1916
Trust Company
Kansas
– -$28K -200 Closed
RWG
1917
Regal Wealth Group
California
– -$27K -191 Closed
MWP
1918
Meridian Wealth Partners
Pennsylvania
– -$26K -183 Closed
WCM
1919
Wealthcare Capital Management
Virginia
– -$19K -132 Closed
RWM
1920
RBA Wealth Management
California
– -$17K -120 Closed
SSWG
1921
Seven Springs Wealth Group
Tennessee
– -$15K -107 Closed
PCTC
1922
Perkins Coie Trust Company
Washington
– -$4K -30 Closed