We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2051
Global Financial Private Client
Florida
$414K +$20.4K +64 +5%
MAG
2052
Mayfair Advisory Group
Alabama
$412K – – –
BSAM
2053
Blue Square Asset Management
New York
$412K – – –
CAM
2054
Claret Asset Management
Quebec, Canada
$410K -$4.77K -15 -1%
KFI
2055
Key Financial Inc
Pennsylvania
$410K +$7.95K +25 +2%
RA
2056
Ruggaard & Associates
Ohio
$409K – – –
CS
2057
Capital Square
Tennessee
$408K +$954 +3 +0.2%
1WM
2058
1900 Wealth Management
Texas
$407K – – –
RPWA
2059
Regent Peak Wealth Advisors
Georgia
$407K +$390K +1,226 New
BPCE
2060
Bank Pictet & Cie (Europe)
Germany
$407K -$229K -720 -37%
BFG
2061
Bouchey Financial Group
New York
$407K – – –
FCM
2062
Firestone Capital Management
Florida
$407K – – –
RSVP
2063
Ramsay Stattman Vela & Price
Colorado
$407K – – –
HPM
2064
Hoxton Planning & Management
West Virginia
$406K -$10.5K -33 -3%
CSB
2065
City State Bank
Iowa
$406K – – –
AIM
2066
Advyzon Investment Management
Illinois
$406K +$31.2K +98 +9%
PGAM
2067
Princeton Global Asset Management
New Jersey
$405K +$31.8K +100 +9%
WQ
2068
Wealth Quarterback
New Jersey
$404K +$5.09K +16 +1%
MHC
2069
May Hill Capital
Massachusetts
$404K +$12.4K +39 +3%
HWA
2070
HHM Wealth Advisors
Tennessee
$404K +$1.91K +6 +0.5%
MF
2071
Manchester Financial
California
$401K -$15.9K -50 -4%
SMWM
2072
Silvia McColl Wealth Management
California
$401K – – –
VFA
2073
Voya Financial Advisors
Connecticut
$401K -$4.13K -13 -1%
OFG
2074
Omega Financial Group
California
$399K – – –
LSWP
2075
Liberty Square Wealth Partners
Pennsylvania
$396K – – –
81 82
83
84 85