We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2026
West Michigan Advisors
Michigan
$329K +$69.8K +236 +24%
CSB
2027
City State Bank
Iowa
$329K – – –
KFI
2028
Key Financial Inc
Pennsylvania
$329K – – –
WMP
2029
Wealth Management Partners
Arizona
$328K +$296 +1 +0.1%
ECA
2030
Elevated Capital Advisors
Utah
$328K -$71.8K -243 -17%
HBT
2031
Heartland Bank & Trust
Illinois
$328K -$1.48K -5 -0.4%
MC
2032
Middleton & Co
Massachusetts
$328K – – –
HWA
2033
Heartwood Wealth Advisors
Virginia
$328K – – –
NFG
2034
Nations Financial Group
Iowa
$327K -$2.96K -10 -0.8%
VFA
2035
Voya Financial Advisors
Connecticut
$327K +$296 +1 +0.1%
MHR
2036
Matthew Hamilton Rosenberg
$327K -$4.43K -15 -1%
CWM
2037
Connecticut Wealth Management
Connecticut
$327K +$29.3K +99 +9%
BFG
2038
Bouchey Financial Group
New York
$326K +$1.77K +6 +0.5%
HC
2039
Hamilton Capital
Ohio
$326K -$79.8K -270 -18%
EDRH
2040
Edmond de Rothschild Holding
Switzerland
$325K -$202K -684 -36%
SMWM
2041
Silvia McColl Wealth Management
California
$325K +$12.4K +42 +4%
HPM
2042
Hoxton Planning & Management
West Virginia
$324K +$591 +2 +0.2%
OWM
2043
Orca Wealth Management
Florida
$324K +$356K +1,206 New
OFG
2044
Omega Financial Group
California
$323K – – –
RPWA
2045
Regent Peak Wealth Advisors
Georgia
$322K -$887 -3 -0.2%
CIP
2046
Convergence Investment Partners
Florida
$322K -$47.3K -160 -12%
GJIA
2047
Glass Jacobson Investment Advisors
Maryland
$322K – – –
VBFG
2048
Vishria Bird Financial Group
Tennessee
$322K – – –
SIC
2049
Samalin Investment Counsel
New York
$322K +$52.3K +177 +17%
LSWP
2050
Liberty Square Wealth Partners
Pennsylvania
$321K – – –
80 81
82
83 84