We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2026
Patrick M. Sweeney & Associates
Illinois
$512K +$36.8K +115 +8%
WFI
2027
West Family Investments
California
$510K +$12.8K +40 +3%
CA
2028
CSM Advisors
Pennsylvania
$510K +$2.24K +7 +0.5%
FMLI
2029
Fukoku Mutual Life Insurance
Japan
$509K – – –
HWMO
2030
Heritage Wealth Management (Ohio)
Ohio
$508K -$5.12K -16 -1%
WA1
2031
Wimmer Associates 1
California
$507K – – –
AGWCA
2032
Annis Gardner Whiting Capital Advisors
Florida
$506K +$141K +439 +41%
LWM
2033
Liberty Wealth Management
California
$506K – – –
GA
2034
Greenspring Advisors
Maryland
$506K +$40.7K +127 +9%
OPA
2035
Old Port Advisors
Maine
$505K +$46.7K +146 +11%
AA
2036
Aire Advisors
California
$505K – – –
SWR
2037
Spahn Wealth & Retirement
Arizona
$503K – – –
HC
2038
Hamilton Capital
Ohio
$503K +$128K +400 +37%
FC
2039
FORA Capital
Florida
$503K -$4.04M -12,626 -89%
SFWC
2040
Strategic Family Wealth Counselors
New Jersey
$502K -$57.6K -180 -11%
LC
2041
LCNB Corp
Ohio
$502K +$3.2K +10 +0.7%
EWM
2042
Elmwood Wealth Management
California
$501K +$255K +797 +116%
PWA
2043
Physician Wealth Advisors
Utah
$500K +$320 +1 +0.1%
VCM
2044
Versant Capital Management
Arizona
$500K -$73.3K -229 -13%
FBFS
2045
First Business Financial Services
Wisconsin
$499K +$961 +3 +0.2%
5NPW
2046
55 North Private Wealth
Florida
$499K +$8K +25 +2%
SH
2047
SLT Holdings
Arizona
$499K +$34.3K +107 +8%
ES
2048
Eagle Strategies
New York
$495K +$469K +1,464 New
CF
2049
Centaurus Financial
California
$494K -$64.4K -201 -12%
BIM
2050
Barton Investment Management
Pennsylvania
$494K -$20.8K -65 -4%
80 81
82
83 84