We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
NG
1926
Navigation Group
California
$507K +$562K +1,675 New
Twin Tree Management
1927
Twin Tree Management
Texas
$507K +$329K +981 +141%
LWM
1928
Liberty Wealth Management
California
$506K -$16.4K -49 -3%
SAM
1929
Secure Asset Management
Michigan
$506K -$221K -659 -28%
ACM
1930
Allred Capital Management
Texas
$504K +$23.8K +71 +4%
SFWC
1931
Strategic Family Wealth Counselors
New Jersey
$503K -$595K -1,776 -52%
VDC
1932
Van Diest Capital
Iowa
$503K +$276K +824 +98%
M
1933
MOTCO
Texas
$502K -$2.35K -7 -0.4%
CF
1934
Centaurus Financial
California
$502K -$18.1K -54 -3%
KLI
1935
Kelman-Lazarov Inc
Tennessee
$501K -$31.2K -93 -5%
NRI
1936
NFP Retirement Inc
California
$501K -$1.01K -3 -0.2%
OA
1937
Oxbow Advisors
Texas
$500K -$6.37K -19 -1%
AWA
1938
Acorn Wealth Advisors
Michigan
$498K +$671 +2 +0.1%
MM
1939
MQS Management
New York
$498K -$276K -822 -33%
BMWM
1940
Brown Miller Wealth Management
Virginia
$496K – – –
HWP
1941
Hibernia Wealth Partners
Louisiana
$495K +$23.8K +71 +5%
OLA
1942
Oliver Luxxe Assets
New Jersey
$495K -$7.71K -23 -1%
TWP
1943
Tyche Wealth Partners
Texas
$495K – – –
HWA
1944
HCR Wealth Advisors
California
$494K – – –
CWM
1945
Centric Wealth Management
Illinois
$493K -$48.6K -145 -9%
DA
1946
Dillon & Associates
Michigan
$492K +$546K +1,629 New
CHC
1947
City Holding Co
West Virginia
$491K -$671 -2 -0.1%
PWS
1948
Peterson Wealth Services
Utah
$490K +$335 +1 +0.1%
FM
1949
Foster & Motley
Ohio
$490K -$2.35K -7 -0.4%
SC
1950
Schubert & Co
Texas
$489K -$51.3K -153 -9%