We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2076
Northwest Wealth Management
Iowa
$308K -$887 -3 -0.3%
BTWM
2077
Brass Tax Wealth Management
Ohio
$307K +$296 +1 +0.1%
CG
2078
Clifford Group
Massachusetts
$306K – – –
HI
2079
Hudock Inc
Pennsylvania
$304K – – –
UFA
2080
Uptown Financial Advisors
Texas
$303K – – –
FPL
2081
Fortress Private Ledger
North Carolina
$302K +$89.3K +302 +37%
LI
2082
Lafayette Investments
Maryland
$302K -$23.6K -80 -7%
NCM
2083
Novare Capital Management
North Carolina
$301K -$25.1K -85 -7%
EFG
2084
Ehrlich Financial Group
California
$301K +$887 +3 +0.3%
VWA
2085
Visionary Wealth Advisors
Illinois
$301K +$61.2K +207 +23%
SWTS
2086
Stonehaven Wealth & Tax Solutions
Wisconsin
$301K -$154K -520 -32%
EGWAG
2087
Elwood & Goetz Wealth Advisory Group
Georgia
$300K – – –
KWM
2088
Keebeck Wealth Management
Illinois
$300K -$5.32K -18 -2%
NED
2089
Nancy E. Dempze
$300K +$34K +115 +12%
SFG
2090
SevenBridge Financial Group
Pennsylvania
$300K +$591 +2 +0.2%
KWM
2091
Kingsman Wealth Management
Florida
$299K +$329K +1,112 New
GFA
2092
Gallagher Fiduciary Advisors
Illinois
$299K -$35.2K -119 -10%
AWA
2093
AGH Wealth Advisors
Kansas
$299K -$7.39K -25 -2%
SSWM
2094
Strait & Sound Wealth Management
California
$298K – – –
DOA
2095
D'Orazio & Associates
Virginia
$298K +$12.4K +42 +4%
TPA
2096
Trivium Point Advisory
Connecticut
$297K +$57.9K +196 +22%
BWG
2097
Berry Wealth Group
Texas
$296K +$326K +1,102 New
ASG
2098
Ariston Services Group
California
$296K – – –
GWP
2099
Gateway Wealth Partners
Wisconsin
$295K – – –
A
2100
AlphaQuest
New York
$295K +$190K +642 +142%
82 83
84
85 86