We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
Sugarloaf Wealth Management
Georgia
$20.3K -$148 -1 -0.7%
CMP
1952
Coston McIsaac & Partners
Maine
$20K +$20.7K +140 New
OWA
1953
One Wealth Advisors
California
$19.9K +$20K +135 New
BBPWM
1954
Blue Bell Private Wealth Management
Pennsylvania
$19.4K – – –
MUMSS
1955
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$19.3K -130 -50%
GFL
1956
Granite FO LLC
New Hampshire
$18K +$16.9K +114 New
AF
1957
Affiance Financial
Minnesota
$17.7K +$17.8K +120 New
FCA
1958
Fortis Capital Advisors
Kansas
$17.7K +$17.8K +120 New
LFA
1959
Level Financial Advisors
New York
$16K – – –
BCA
1960
Bray Capital Advisors
Florida
$16K – – –
FA
1961
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +106 New
CWM
1962
Cranbrook Wealth Management
Michigan
$15.5K -$3.7K -25 -19%
VWM
1963
Valley Wealth Managers
New Jersey
$15.5K – – –
IHWM
1964
Iron Horse Wealth Management
Iowa
$15K – – –
WAS
1965
Winch Advisory Services
Wisconsin
$15K – – –
HB
1966
Horizon Bancorp
Indiana
$15K +$14.8K +100 New
SFG
1967
Steward Financial Group
Texas
$15K +$15.3K +103 New
OLVIG
1968
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K +$7.11K +48 +107%
CAS
1969
Coppell Advisory Solutions
Texas
$13.3K +$13.3K +90 New
CASC
1970
Coppell Advisory Solutions Corp
Texas
$13.3K +$13.3K +90 New
FWA
1971
Freedom Wealth Alliance
Wisconsin
$12.9K +$12.9K +87 New
BCMLT
1972
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K -$29K -196 -70%
CCM
1973
Cribstone Capital Management
Maine
$12.7K +$12.7K +86 New
DWMG
1974
DB Wealth Management Group
California
$11.5K – – –
AWM
1975
Abound Wealth Management
Tennessee
$9.47K +$3.85K +26 +68%
77 78
79
80 81