We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1951
OneAscent Family Office
Alabama
$486K +$50.6K +151 +10%
VNA
1952
Valley National Advisers
Pennsylvania
$486K -$18.1K -54 -3%
CWA
1953
Crusonia Wealth Advisors
Colorado
$485K +$19.8K +59 +4%
IIC
1954
Integrated Investment Consultants
Michigan
$484K -$29.2K -87 -5%
SAM
1955
Strategy Asset Managers
California
$484K -$7.71K -23 -1%
TC
1956
Trilogy Capital
California
$484K -$10.1K -30 -2%
PAM
1957
Paradigm Asset Management
New York
$484K – – –
LJCM
1958
Lee Johnson Capital Management
Texas
$483K -$4.94M -14,743 -90%
ICP
1959
Impact Capital Partners
Colorado
$482K +$10.4K +31 +2%
GC
1960
GatePass Capital
Ohio
$482K +$534K +1,593 New
SWM
1961
Silverlake Wealth Management
Vermont
$482K -$8.05K -24 -1%
ISFAN
1962
Investor's Fiduciary Advisor Network
Washington
$481K -$37.6K -112 -7%
LC
1963
Lavaca Capital
Texas
$481K +$335K +1,000 +169%
CPC
1964
Consolidated Planning Corp
Georgia
$479K -$1.01K -3 -0.2%
OF
1965
Optimize Financial
California
$479K +$530K +1,582 New
KPWG
1966
KFA Private Wealth Group
Virginia
$478K -$6.37K -19 -1%
RWP
1967
Ridgecrest Wealth Partners
California
$478K – – –
NC
1968
North Capital
Utah
$477K +$6.71K +20 +1%
S
1969
Sunpointe
Missouri
$476K -$86.5K -258 -14%
CAM
1970
CPA Asset Management
Florida
$475K – – –
FFA
1971
Fragasso Financial Advisors
Pennsylvania
$475K -$16.8K -50 -3%
APIM
1972
Agate Pass Investment Management
Washington
$475K – – –
WAM
1973
Walker Asset Management
Missouri
$474K +$21.1K +63 +4%
KFA
1974
Kapstone Financial Advisors
Ohio
$473K +$87.2K +260 +20%
MSWA
1975
Marshall & Sterling Wealth Advisors
New York
$472K -$81.5K -243 -13%
77 78
79
80 81