We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1926
E&G Advisors
Texas
$290K -$23.2K -100 -7%
TLA
1927
Tanglewood Legacy Advisors
Texas
$289K – – –
AIA
1928
Alera Investment Advisors
Illinois
$289K +$289K +1,246 New
CSB
1929
City State Bank
Iowa
$288K – – –
EP
1930
Edgestream Partners
New Jersey
$288K -$3.26M -14,074 -92%
BSAM
1931
Blue Square Asset Management
New York
$287K – – –
KLCM
1932
KG&L Capital Management
Louisiana
$287K +$287K +1,240 New
MW
1933
Maia Wealth
Colorado
$286K +$272K +1,173 New
HPM
1934
Hoxton Planning & Management
West Virginia
$286K +$1.16K +5 +0.4%
NWM
1935
Northwest Wealth Management
Iowa
$286K +$1.62K +7 +0.6%
KFA
1936
Kapstone Financial Advisors
Ohio
$284K -$18.1K -78 -6%
GFP
1937
Gryphon Financial Partners
Ohio
$284K +$31.3K +135 +12%
CF
1938
Centaurus Financial
California
$283K +$232 +1 +0.1%
HWA
1939
Heartwood Wealth Advisors
Virginia
$283K – – –
HBT
1940
Heartland Bank & Trust
Illinois
$282K – – –
1IA
1941
1620 Investment Advisors
Massachusetts
$282K +$283K +1,220 New
WMP
1942
Wealth Management Partners
Arizona
$282K +$232 +1 +0.1%
MC
1943
Middleton & Co
Massachusetts
$282K -$11.6K -50 -4%
FCM
1944
Firestone Capital Management
Florida
$281K – – –
Y.D. More Investments
1945
Y.D. More Investments
Israel
$281K +$87.1K +376 +45%
KFI
1946
Key Financial Inc
Pennsylvania
$281K – – –
MAWA
1947
Moss Adams Wealth Advisors
Washington
$281K +$61.4K +265 +28%
SOW
1948
State of Wyoming
Wyoming
$279K -$21.8K -94 -7%
CMS
1949
Capital Market Strategies
Florida
$278K +$21.1K +91 +8%
OFG
1950
Omega Financial Group
California
$278K – – –