We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1951
Kelman-Lazarov Inc
Tennessee
$554K -$6.08K -19 -1%
W
1952
Wealthquest
Ohio
$554K -$137K -428 -21%
SAM
1953
Strategy Asset Managers
California
$553K +$11.2K +35 +2%
TWP
1954
Tyche Wealth Partners
Texas
$553K +$320 +1 +0.1%
OLA
1955
Oliver Luxxe Assets
New Jersey
$553K -$320 -1 -0.1%
SWM
1956
Silverlake Wealth Management
Vermont
$553K +$13.1K +41 +3%
SC
1957
Schubert & Co
Texas
$552K +$4.48K +14 +0.9%
CWA
1958
Crusonia Wealth Advisors
Colorado
$551K +$7.68K +24 +1%
RIM
1959
Rockbridge Investment Management
New York
$550K +$3.84K +12 +0.7%
CHC
1960
City Holding Co
West Virginia
$549K – – –
PFW
1961
Petros Family Wealth
Minnesota
$548K +$45.8K +143 +10%
ICP
1962
Impact Capital Partners
Colorado
$548K +$7.68K +24 +2%
CPIA
1963
Cornell Pochily Investment Advisors
New York
$547K +$640 +2 +0.1%
HAS
1964
HBW Advisory Services
California
$547K +$101K +316 +24%
CWA
1965
Canvas Wealth Advisors
Kansas
$543K +$156K +488 +44%
CFCS
1966
CDM Financial Counseling Services
Connecticut
$542K -$96.1K -300 -16%
MCC
1967
Money Concepts Capital
Florida
$542K -$509K -1,589 -50%
IIC
1968
Integrated Investment Consultants
Michigan
$542K – – –
ZCI
1969
Zevenbergen Capital Investments
Washington
$541K -$32K -100 -6%
GRR
1970
Golden Reserve Retirement
Ohio
$540K +$163K +509 +47%
LSA
1971
Leonteq Securities AG
Switzerland
$540K -$1.59M -4,975 -76%
CCIA
1972
Campbell & Co Investment Adviser
Maryland
$536K -$6.29M -19,645 -93%
PWP
1973
Parkwoods Wealth Partners
New York
$533K +$505K +1,577 New
SCS
1974
Sound Capital Solutions
Florida
$533K +$505K +1,577 New
CFO
1975
CVA Family Office
Colorado
$533K +$45.8K +143 +10%
77 78
79
80 81