We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2026
Cottonwood Capital Advisors
Utah
$289K -$1.25K -5 -0.5%
APG
2027
Abacus Planning Group
South Carolina
$289K +$22.2K +89 +9%
AA
2028
Advisory Alpha
Michigan
$289K +$21.4K +86 +9%
AF
2029
Apexium Financial
Texas
$288K +$6.97K +28 +3%
PIAS
2030
PCA Investment Advisory Services
Ohio
$287K -$996 -4 -0.4%
CFO
2031
CVA Family Office
Colorado
$287K -$22.2K -89 -8%
VIM
2032
Vista Investment Management
Pennsylvania
$287K -$8.71K -35 -3%
TSS
2033
Two Sigma Securities
New York
$287K -$362K -1,452 -58%
FAM
2034
Family Asset Management
South Carolina
$287K – – –
GIA
2035
Guyasuta Investment Advisors
Pennsylvania
$286K +$263K +1,055 New
PA
2036
Probity Advisors
Texas
$286K -$5.23K -21 -2%
VCM
2037
Vivaldi Capital Management
Illinois
$285K +$262K +1,051 New
MPW
2038
Monterey Private Wealth
California
$285K – – –
ABLA
2039
Alan B. Lancz & Associates
Ohio
$285K +$24.9K +100 +11%
CWA
2040
CJM Wealth Advisers
Virginia
$284K – – –
FA
2041
Fiducient Advisors
Illinois
$284K -$307K -1,234 -54%
DFA
2042
Delta Financial Advisors
Louisiana
$284K -$8.71K -35 -3%
WWP
2043
WR Wealth Planners
Missouri
$284K +$3.49K +14 +1%
OPPS
2044
Obsidian Personal Planning Solutions
Maryland
$283K -$2.74K -11 -1%
CA
2045
Claris Advisors
Missouri
$282K – – –
AWM
2046
Aprio Wealth Management
Georgia
$282K +$14.4K +58 +6%
GWM
2047
Greenwich Wealth Management
Connecticut
$282K – – –
DOA
2048
D'Orazio & Associates
Virginia
$281K +$32.6K +131 +14%
KLCM
2049
KG&L Capital Management
Louisiana
$280K -$51.5K -207 -17%
WDC
2050
Woodward Diversified Capital
California
$279K +$21.9K +88 +9%
80 81
82
83 84