We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1951
Heritage Wealth Advisors
Virginia
$474K – – –
DWM
1952
Drive Wealth Management
Utah
$474K -$6.68K -21 -1%
FWM
1953
Forza Wealth Management
Florida
$470K – – –
MIM
1954
Merrion Investment Management
New Jersey
$470K – – –
BW
1955
BXM Wealth
Colorado
$470K +$191K +600 +74%
KOC
1956
Koss-Olinger Consulting
Florida
$469K -$9.54K -30 -2%
MCM
1957
Mendel Capital Management
Arkansas
$469K +$29.9K +94 +7%
RIA
1958
Regal Investment Advisors
Michigan
$468K +$103K +324 +30%
TIM
1959
Tortoise Investment Management
New York
$468K +$318 +1 +0.1%
NB
1960
Northwest Bancshares
Pennsylvania
$468K -$31.8K -100 -7%
JSSH
1961
J. Safra Sarasin Holding
$467K -$21.3K -67 -5%
WCA
1962
Westover Capital Advisors
Delaware
$465K -$26.1K -82 -6%
BCM
1963
Bayesian Capital Management
New York
$465K +$445K +1,400 New
XF
1964
XML Financial
Maryland
$464K -$63.6K -200 -13%
TNAM
1965
Terra Nova Asset Management
New York
$464K -$8.59K -27 -2%
APWA
1966
Atlas Private Wealth Advisors
New Jersey
$463K -$443K -1,392 -50%
KP
1967
Kitching Partners
Pennsylvania
$463K +$636 +2 +0.1%
LC
1968
LCNB Corp
Ohio
$462K -$31.8K -100 -7%
WTB
1969
Washington Trust Bank
Washington
$462K +$15.6K +49 +4%
XT
1970
XTX Topco
Cayman Islands
$461K +$442K +1,389 New
MWM
1971
MinichMacGregor Wealth Management
New York
$461K +$20.7K +65 +5%
FOA
1972
Five Oceans Advisors
California
$460K -$18.8K -59 -4%
AWAU
1973
Alliance Wealth Advisors (Utah)
Utah
$459K +$38.2K +120 +10%
HCA
1974
Hyperion Capital Advisors
New York
$458K – – –
WCFA
1975
Walkner Condon Financial Advisors
Wisconsin
$458K +$9.22K +29 +2%
77 78
79
80 81