We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2026
Nautilus Advisors
California
$540K -$144K -403 -22%
RWP
2027
Revolve Wealth Partners
New Jersey
$540K -$1.07K -3 -0.2%
OFO
2028
OneAscent Family Office
Alabama
$539K +$64.4K +180 +14%
HFS
2029
Howard Financial Services
Texas
$539K +$32.6K +91 +7%
IA
2030
Invested Advisors
Pennsylvania
$538K -$87.7K -245 -14%
AWP
2031
Accretive Wealth Partners
New Jersey
$538K +$48.3K +135 +10%
CUAMC
2032
China Universal Asset Management Company
China
$537K +$519K +1,451 New
AWM
2033
Activest Wealth Management
Florida
$536K +$321K +898 +163%
FDDB
2034
Fidelity D&D Bancorp
Pennsylvania
$536K -$40.1K -112 -7%
BSSFA
2035
Baron Silver Stevens Financial Advisors
Florida
$535K -$55.1K -154 -10%
ECAM
2036
East Coast Asset Management
Massachusetts
$533K – – –
6F
2037
626 Financial
Michigan
$529K +$358 +1 +0.1%
PB
2038
Prosperity Bancshares
Texas
$529K +$512K +1,430 New
EWA
2039
Exencial Wealth Advisors
Oklahoma
$529K -$39.4K -110 -7%
HWA
2040
Heritage Wealth Advisors
Virginia
$528K – – –
FWM
2041
Forza Wealth Management
Florida
$524K – – –
MIM
2042
Merrion Investment Management
New Jersey
$524K – – –
CPA
2043
Capital Performance Advisors
California
$522K +$133K +373 +36%
SDAM
2044
Shulman DeMeo Asset Management
New York
$522K -$6.08K -17 -1%
CMP
2045
Coston McIsaac & Partners
Maine
$522K +$56.2K +157 +13%
LSA
2046
Lansing Street Advisors
Pennsylvania
$522K +$505K +1,410 New
WG
2047
Wellington Group
Indiana
$522K +$505K +1,410 New
NB
2048
Northwest Bancshares
Pennsylvania
$521K – – –
EC
2049
EntryPoint Capital
New York
$520K +$503K +1,405 New
BFC
2050
Blue Fin Capital
Rhode Island
$519K -$88.4K -247 -15%
80 81
82
83 84