We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FC
2051
Fulcrum Capital
Washington
-$218K -1,300 Closed
SPFA
2052
Summit Place Financial Advisors
New Jersey
-$217K -1,298 Closed
PWAG
2053
Polaris Wealth Advisory Group
California
-$223K -1,280 Closed
BOTW
2054
Bank of the West
California
-$211K -1,258 Closed
WMP
2055
Wealth Management Partners
Arizona
-$204K -1,216 Closed
FCM
2056
Firestone Capital Management
Florida
-$201K -1,215 Closed
TA
2057
Tiedemann Advisors
New York
-$204K -1,215 Closed
NFG
2058
Nadler Financial Group
Illinois
-$202K -1,208 Closed
SIA
2059
Soltis Investment Advisors
Utah
-$202K -1,208 Closed
FNC
2060
First National Corp
Massachusetts
-$202K -1,206 Closed
MIM
2061
Montgomery Investment Management
Maryland
-$201K -1,201 Closed
Fiera Capital (Canada)
2062
Fiera Capital (Canada)
Quebec, Canada
-$201K -1,200 Closed
NSAM
2063
North Star Asset Management
Wisconsin
-$201K -1,200 Closed
RP
2064
Reinhart Partners
Wisconsin
-$201K -1,200 Closed
NFG
2065
Nations Financial Group
Iowa
-$201K -1,198 Closed
BWA
2066
Burt Wealth Advisors
Maryland
-$201K -1,197 Closed
VFP
2067
Verus Financial Partners
Virginia
-$200K -1,133 Closed
APWA
2068
Atlas Private Wealth Advisors
New Jersey
-$178K -1,063 Closed
CMBA
2069
C.M. Bidwell & Associates
Hawaii
-$146K -869 Closed
Q
2070
QVR
California
-$144K -862 Closed
LWM
2071
Liberty Wealth Management
California
-$145K -860 Closed
WLPWM
2072
Walled Lake Planning & Wealth Management
Illinois
-$144K -860 Closed
PWM
2073
Prentice Wealth Management
New York
-$126K -755 Closed
PVH
2074
Psagot Value Holdings
Israel
-$124K -740 Closed
GFP
2075
Gryphon Financial Partners
Ohio
-$123K -734 Closed